Tax Senior Accountant, Real Estate

What You'll Do

As a Real Estate Tax Senior, you’ll play a key role in delivering tax compliance and advisory services to real estate investors, developers, and closely held entities. In this role, you’ll lead the preparation and review of partnership tax returns, analyze complex allocations, and support tax planning initiatives while collaborating closely with engagement teams and building strong client relationships. 

 

You’ll take ownership of day-to-day engagement responsibilities, work directly with clients to gather information and address tax matters, and contribute to consulting projects related to real estate tax strategies. This role provides significant exposure to complex partnership structures, real estate transactions, and technical tax issues, making it well suited for a tax professional who enjoys taking on greater responsibility while continuing to develop deep expertise in real estate taxation. 

 

 

Tax Preparation & Technical Support 

• Prepare partnership and individual tax returns while supporting the analysis of allocations, workpapers, and related documentation 

• Assist with tax matters involving partnership allocations, waterfalls, and capital account structures 

• Gain exposure to real estate and partnership tax concepts including 704(b), 704(c), target capital allocations, and 1031 exchanges 

 

Client & Team Collaboration 

• Work closely with engagement teams and communicate with clients to gather information needed to complete tax filings 

• Build and maintain strong relationships with both internal team members and external stakeholders 

• Contribute to a collaborative, team-oriented environment focused on delivering high-quality client service 

 

Project & Time Management 

• Manage multiple priorities and deadlines in a fast-paced environment 

• Demonstrate strong organizational and time management skills while supporting multiple client engagements 

• Maintain attention to detail and ensure timely completion of assigned work 

 

Growth & Professional Development 

• Demonstrate a positive attitude and willingness to be a team player 

• Show initiative in learning new tax concepts and technical areas with minimal guidance 

• Continue developing technical knowledge and professional skills through hands-on experience and collaboration with senior team members 

Who You Are

Qualifications 

• Bachelor's Degree required 

• CPA or qualifications completed to pursue CPA   

• 2+ years of progressive experience at a public accounting firm    

• Excellent organizational and time management skills    

• Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams    

• Understanding of Outlook, Excel, Word, Adobe, etc. required   

• Strong understanding of CCH Axcess required  

• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo  

• Develop strong relationships internally, and flexibility are required and keys to success   

• Some experience or basic understanding of partnerships, inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing  

 

Locations 

• Preferred: Akron, Cleveland, Youngstown OH; Baltimore, MD; Chicago, IL; Pittsburgh, PA; Detroit, MI 

• Buffalo & New York, NY; Deer Park, IL; Denver, CO; Milwaukee, WI; Philadelphia, PA; St. Clair Shores, MI; Westchester, NY

• Hybrid work environment 

Who We Are

#LifeatCohen 

Sure, we like numbers. (But we’ll never treat you like one.) 

  

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: 

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and