Tax Senior - Real Estate | Elliott Davis
Join to apply for the Tax Senior - Real Estate role at Elliott Davis. We are a forward‑thinking tax, assurance and consulting firm with a culture of inclusivity, collaboration and collective growth.
Company Overview Elliott Davis pairs advanced tax, assurance and consulting services with industry‑leading workplace culture. We operate from nine offices located in the United States’ fastest‑growing cities and are committed to delivering exceptional service to our people, clients and communities.
Job Summary As a Tax Senior in the Real Estate Group, you will provide comprehensive tax services to individuals and businesses within the real estate sector. You will prepare and review intermediate‑level returns, oversee and delegate assignments, guide associates, and ensure timely, accurate completion of engagements while fostering a collaborative work environment and mentoring colleagues.
Responsibilities
Apply tax knowledge to intermediate‑level flow‑through and all levels of individual returns
Review basic tax return engagements
Analyze business transactions effectively
Perform complete and efficient reviews of individual and business tax returns while guiding other staff
Gather data from customers, the A&A department, and third parties
Conduct tax research with a view to alternatives that satisfy client objectives
Resolve all open items/issues encountered on assigned engagements
Monitor engagement economics by managing budgets and seeking efficiencies
Direct and control concurrent assignments to successful completion
Manage bottom‑line productivity opportunities and become a subject‑matter expert in one or more technical aspects
Teach, develop and oversee staff through engagements; delegate assignments and tasks
Provide honest, objective and constructive feedback in a timely manner to staff
Collaborate to identify and sell opportunities among existing customers
Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
Perform other duties within scope of practice as needed
Requirements
Bachelor’s degree in Accounting or Finance
Two or more years of recent public accounting experience
CPA certification or significant progress towards certification
Experience in real estate preferred, but not required
Ability to prepare and/or review complete financial statements
Strong oral and written communication skills
Effective analytical and problem‑solving ability
Strong time and work management skills
Why You Should Join Us
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
First‑class health and wellness benefits, including wellness coaching and mental health counseling
One‑on‑one professional coaching
Leadership and career development programs
Access to Beyond: a unique program with experiences that help you expand your life personally and professionally
ADA Requirements The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
Regularly required to remain stationary, use hands repetitively to operate standard office equipment, and talk or hear, both in person and by telephone
Required to have specific vision abilities including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
Use written and oral communication skills
Read and interpret data, information, and documents
Observe and interpret situations
Work under deadlines with frequent interruptions
Interact with internal and external customers and others in the course of work
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Management
Industry: Professional Services
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Company Overview Elliott Davis pairs advanced tax, assurance and consulting services with industry‑leading workplace culture. We operate from nine offices located in the United States’ fastest‑growing cities and are committed to delivering exceptional service to our people, clients and communities.
Job Summary As a Tax Senior in the Real Estate Group, you will provide comprehensive tax services to individuals and businesses within the real estate sector. You will prepare and review intermediate‑level returns, oversee and delegate assignments, guide associates, and ensure timely, accurate completion of engagements while fostering a collaborative work environment and mentoring colleagues.
Responsibilities
Apply tax knowledge to intermediate‑level flow‑through and all levels of individual returns
Review basic tax return engagements
Analyze business transactions effectively
Perform complete and efficient reviews of individual and business tax returns while guiding other staff
Gather data from customers, the A&A department, and third parties
Conduct tax research with a view to alternatives that satisfy client objectives
Resolve all open items/issues encountered on assigned engagements
Monitor engagement economics by managing budgets and seeking efficiencies
Direct and control concurrent assignments to successful completion
Manage bottom‑line productivity opportunities and become a subject‑matter expert in one or more technical aspects
Teach, develop and oversee staff through engagements; delegate assignments and tasks
Provide honest, objective and constructive feedback in a timely manner to staff
Collaborate to identify and sell opportunities among existing customers
Serve as a mentor and role model through active participation in firm committees, departmental matters, and events
Perform other duties within scope of practice as needed
Requirements
Bachelor’s degree in Accounting or Finance
Two or more years of recent public accounting experience
CPA certification or significant progress towards certification
Experience in real estate preferred, but not required
Ability to prepare and/or review complete financial statements
Strong oral and written communication skills
Effective analytical and problem‑solving ability
Strong time and work management skills
Why You Should Join Us
Generous time away and paid firm holidays, including the week between Christmas and New Year’s
Flexible work schedules
16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
First‑class health and wellness benefits, including wellness coaching and mental health counseling
One‑on‑one professional coaching
Leadership and career development programs
Access to Beyond: a unique program with experiences that help you expand your life personally and professionally
ADA Requirements The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Requirements
Regularly required to remain stationary, use hands repetitively to operate standard office equipment, and talk or hear, both in person and by telephone
Required to have specific vision abilities including close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus
Cognitive/Mental Requirements
Use written and oral communication skills
Read and interpret data, information, and documents
Observe and interpret situations
Work under deadlines with frequent interruptions
Interact with internal and external customers and others in the course of work
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Sales and Management
Industry: Professional Services
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