Senior Manager, Real Estate Tax

About the role

EY's Financial Services Office (FSO) tax practice offers comprehensive, specialized tax assistance to the real estate industry, working with multi-disciplinary teams from around the world. As a Senior Manager in the real estate tax practice, you will manage and coordinate US tax compliance and tax advisory work for clients, focusing on US federal, international and state and local taxation.

Key responsibilities

• Manage US tax compliance accounts for real estate funds and/or private equity funds.
• Analyze portfolios of investments and financial data, make tax adjustments and review federal tax returns (Forms 1065, 1120, 1120-REIT) and investor Schedule K-1 and K-3 packages.
• Review partnership agreements and private placement memoranda for US tax implications of book and tax allocations, management and incentive fees.
• Oversee day-to-day engagement account activities and coordinate with clients and EY internal teams across locations.

Required profile

• Bachelor's degree in accounting, finance or a business discipline with at least 8 years of relevant tax experience, or an advanced degree in tax or law with at least 7 years.
• CPA or Enrolled Agent certification is required.
• Experience serving real estate clients, which may include private equity funds, REITs, RICs or other investment vehicles.
• Broad exposure to federal, state and local income taxation.

Required skills

• Strong technical knowledge of real estate tax.
• Ability to analyze financial statements for tax character and identify book-to-tax differences.
• Ability to spot key tax technical issues and raise the right questions before sending work to partners.
• Managing multiple assignments, deadlines, budgets, projects and people.
• Ability to mentor and train others and build client relationships.

What we offer

• Performance-based compensation within a competitive package.
• Medical, dental and vision coverage, a pension plan and vacation and leave entitlements.
• Programs supporting physical, financial and social well-being, continuous learning and leadership development.