RSM US

Tax Partner - WNT - Real Estate

RSM US$200K — $250K *
Real Estate & Construction
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting and CPA or JD
  • 12+ years of tax experience, preferably in a large national accounting firm
  • Experience with structuring real estate investment vehicles (REIT and non-REIT)
  • Deep understanding of tax implications for various real estate asset types and investment strategies
  • Proven capability to manage multiple client projects simultaneously
  • Ability to collaborate across service lines to enhance client experiences
  • Strong writing skills for research memos and Private Letter Ruling Requests

Responsibilities

  • Manage and cultivate relationships with large real estate clients; deliver exceptional service and insights
  • Co-lead growth strategies with federal tax teams and develop new business opportunities
  • Mentor and develop emerging leaders while communicating team priorities effectively
  • Stay updated on tax regulations and expand expertise in real estate industry
  • Utilize technology solutions to enhance profitability and engagement success

Benefits

  • Flexible scheduling to balance personal and professional life
  • Comprehensive benefits package
  • Opportunities for continuous learning and professional development
  • Strong culture of mentorship and career growth
  • Commitment to diversity, equity, and inclusion initiatives
Full Job Description
RSM has an exciting opportunity for a Tax Partner focusing on real estate to join our Washington National Tax practice. This Tax Partner will collaborate with client service teams to support planning of complex transactions and advise on real estate investment trust (REIT) qualification matters. Successful candidates will have deep real estate and REIT experience and will have a strong network within the real estate business community and a proven track record of developing new business and leveraging trusted relationships. As a Tax Partner at RSM, you will have an important role in developing, mentoring and coaching our people to achieve challenging and rewarding careers and developing them into future leaders of our firm. Responsibilities:
  • Client Service - Manage and build trusting client relationships for the firm's largest real estate clients; understand clients' business challenges and goals; work collaboratively with clients and service teams to deliver exceptional value and quality; manage and drive the success of multiple engagements while enhancing profitability and implementing technology solutions; provide additional insights and business solutions that result in expanded business to clients.
  • Business Development - Co-lead the development and execution of growth strategies with the federal tax teams; actively represent the firm in the business community to promote our brand and capabilities; develop and close new business.
  • People Management - Attract, develop, and retain top talent; serve as a mentor and coach for emerging leaders; ensure effective communication and alignment of priorities.
  • Expertise Development - Stay current on latest regulatory and legislative developments and the firm's standards and policies; continue to expand expertise in technical areas and deepen Real Estate industry specialization.
Basic Qualifications:
  • Bachelor's degree in Accounting and CPA or JD
  • Minimum of 12+ years of tax experience, including with a large national accounting firm
  • Structuring experience with use of different vehicles (REIT and non-REIT) to accommodate various real estate investment strategies
  • Familiarity with the tax accounting implications and broader impact on REIT and non-REIT vehicles of various asset types (i.e. debt vs. equity investment, inventory, secured debt, non-secured debt, modified debt, foreclosure property, hedges, etc.) and revenue streams (i.e. character and timing of income recognition, interest income vs. distributable share of real estate activity, gain/loss on disposition, stated interest, unstated interest, fees for services, gain/loss on modification or foreclosure, hedge income, etc.)
  • A proven record of simultaneously managing multiple projects for various clients
  • A proven record of collaborating with members of different service lines to bring the full power of the firm and elevate the quality of deliverables and overall client and talent experience of key stakeholders (i.e. SALT, ITAX, Transfer Pricing, Income Tax Provisions, Audit, Consulting, etc)
  • Ability to write research memos, opinions and prepare Private Letter Ruling Requests
  • Participate in firm trainings and outside the firm presentations
  • Highly developed problem solving and analytical skills
  • Project management and critical thinking skills
  • Excellent written and verbal communication skills
  • Strong Microsoft Excel and Word skills required
  • Outstanding organizational and time management skills; ability to prioritize multiple assignments
Preferred Qualifications:
  • MST or JD desirable
  • Debt fund and/or mortgage REIT experience desirable
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

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