Tax Principal - Real Estate
SR Staffing, Los Angeles, CA, United States
Tax Principal (Non‑Equity Partner) – Real Estate Specialty
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
Encino, Los Angeles, CA | Open to Remote
A highly respected public accounting firm serving UHNW/HNW individuals and sophisticated real estate investors is seeking a
Tax Principal (Non‑Equity Partner)
to step into a critical leadership role within its real estate tax practice. This opening is driven by a
planned Partner retirement in June , creating a
clear, near‑term succession opportunity
for a technically elite tax professional.
This role is
deeply technical and execution‑focused . The firm is specifically seeking someone who thrives in
complex tax preparation and intensive review , not someone removed from the work. The Tax Principal will be directly responsible for overseeing—and personally reviewing—highly complex real estate, partnership, trust, and individual returns.
The firm completes
3,000+ returns annually
and operates in a collaborative, high‑accountability environment. While remote flexibility exists, success in this role requires strong communication skills and a willingness to stay closely involved with both the work and the team.
Why This Opportunity Stands Out
Defined path to Equity Partner
tied to an upcoming Partner retirement
True leadership seat within a
highly specialized real estate tax practice
Role requires
deep technical prep and review , not just client oversight
Stable firm with low turnover and a strong, collaborative culture
Competitive compensation with structured equity vesting
The Role: Technical Leadership & Heavy Review
This is a
hands‑on Tax Principal role
requiring advanced technical judgment and comfort reviewing highly complicated returns. The right candidate will be relied upon as the
final technical authority
on complex matters.
You will:
Lead technical review of complex real estate and partnership returns
Serve as the go‑to expert for difficult tax positions and structuring issues
Support and mentor senior managers and managers on high‑level prep and review
Work directly with UHNW/HNW clients on complex tax matters and controversy issues
Play an integral role in succession planning and long‑term practice leadership
Core Technical Requirements
Real Estate & Partnership Tax (Advanced)
Complex partnership return review
1031 exchanges
Debt‑financed distributions
IRC §163(j) interest limitation
Multi‑state partnership filings
Cost segregation studies
Step‑ups in basis and transactional structuring
Trust, Estate & High‑Net‑Worth Planning
Form 706 (estate tax returns)
Form 709 (gift tax returns)
Interaction between estate planning and real estate holdings
Individual Tax (Complex 1040s)
UHNW individual returns with layered partnership, trust, and real estate income
Reviewing returns with significant K‑1 activity and multi‑state xywuqvp exposure
Tax Controversy
IRS and state notices
Audit support and resolution
Technical responses and representation
Candidate Profile
10+ years of public accounting tax experience
Demonstrated depth in
real estate and partnership taxation
Proven ability to
review highly complex returns independently
Comfortable being hands‑on with prep and review when needed
Stable career history with progressive responsibility
Collaborative leadership style; effective with partially remote teams
Southern California presence preferred , but strong remote candidates encouraged
Compensation & Vesting
Base Salary:
$400,000 – $450,000
Bonus:
Discretionary, paid twice annually (May & January)
Bonus structure discussed transparently during interviews
Equity Vesting:
3‑year schedule (fully vested at 3 years)
Check below to see if you have what is needed for this opportunity, and if so, make an application asap.
Encino, Los Angeles, CA | Open to Remote
A highly respected public accounting firm serving UHNW/HNW individuals and sophisticated real estate investors is seeking a
Tax Principal (Non‑Equity Partner)
to step into a critical leadership role within its real estate tax practice. This opening is driven by a
planned Partner retirement in June , creating a
clear, near‑term succession opportunity
for a technically elite tax professional.
This role is
deeply technical and execution‑focused . The firm is specifically seeking someone who thrives in
complex tax preparation and intensive review , not someone removed from the work. The Tax Principal will be directly responsible for overseeing—and personally reviewing—highly complex real estate, partnership, trust, and individual returns.
The firm completes
3,000+ returns annually
and operates in a collaborative, high‑accountability environment. While remote flexibility exists, success in this role requires strong communication skills and a willingness to stay closely involved with both the work and the team.
Why This Opportunity Stands Out
Defined path to Equity Partner
tied to an upcoming Partner retirement
True leadership seat within a
highly specialized real estate tax practice
Role requires
deep technical prep and review , not just client oversight
Stable firm with low turnover and a strong, collaborative culture
Competitive compensation with structured equity vesting
The Role: Technical Leadership & Heavy Review
This is a
hands‑on Tax Principal role
requiring advanced technical judgment and comfort reviewing highly complicated returns. The right candidate will be relied upon as the
final technical authority
on complex matters.
You will:
Lead technical review of complex real estate and partnership returns
Serve as the go‑to expert for difficult tax positions and structuring issues
Support and mentor senior managers and managers on high‑level prep and review
Work directly with UHNW/HNW clients on complex tax matters and controversy issues
Play an integral role in succession planning and long‑term practice leadership
Core Technical Requirements
Real Estate & Partnership Tax (Advanced)
Complex partnership return review
1031 exchanges
Debt‑financed distributions
IRC §163(j) interest limitation
Multi‑state partnership filings
Cost segregation studies
Step‑ups in basis and transactional structuring
Trust, Estate & High‑Net‑Worth Planning
Form 706 (estate tax returns)
Form 709 (gift tax returns)
Interaction between estate planning and real estate holdings
Individual Tax (Complex 1040s)
UHNW individual returns with layered partnership, trust, and real estate income
Reviewing returns with significant K‑1 activity and multi‑state xywuqvp exposure
Tax Controversy
IRS and state notices
Audit support and resolution
Technical responses and representation
Candidate Profile
10+ years of public accounting tax experience
Demonstrated depth in
real estate and partnership taxation
Proven ability to
review highly complex returns independently
Comfortable being hands‑on with prep and review when needed
Stable career history with progressive responsibility
Collaborative leadership style; effective with partially remote teams
Southern California presence preferred , but strong remote candidates encouraged
Compensation & Vesting
Base Salary:
$400,000 – $450,000
Bonus:
Discretionary, paid twice annually (May & January)
Bonus structure discussed transparently during interviews
Equity Vesting:
3‑year schedule (fully vested at 3 years)