Senior Real Estate US Tax Specialist - Bahamas

About the role

EY's Financial Services Office (FSO) tax practice offers comprehensive, specialized tax assistance to the real estate industry. As a senior in the real estate tax practice, you will assist clients with US tax compliance and tax advisory work, focusing on US federal, international and state and local taxation. The role sits within the Bahamas Business Centre (BBC), which covers the Bahamas, Bermuda, British Virgin Islands and Cayman Islands.

Key responsibilities

• Support US tax compliance accounts for real estate funds and/or private equity funds
• Analyze investment portfolios and financial data, make tax adjustments and prepare federal tax returns (Forms 1065, 1120, 1120-REIT) and Schedule K-1 and K-3 packages for investors
• Read partnership agreements and private placement memoranda for US tax implications of book and tax allocations, management and incentive fees
• Run day-to-day engagement account activities and coordinate with teams across different locations

Required profile

• Bachelor's degree in accounting, finance or a business discipline with at least 3 years of relevant tax experience, or an advanced degree in tax or law with at least 2 years of relevant tax experience
• CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification required
• Ideal: experience serving real estate clients such as private equity funds, REITs, RICs or other investment vehicles
• Ideal: broad exposure to federal, state and local income taxation
• Ideal: strong writing, research, analytical, communication and presentation skills, ability to work in a fast-paced professional services environment and willingness to travel when necessary

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 identify key tax technical issues and raise questions before work goes to a manager
• Managing multiple work assignments and deadlines
• Ability to teach and develop junior staff

What we offer

• Competitive compensation based on performance
• Total rewards including medical, dental and vision coverage, pension plan and vacation and leave entitlements
• Continuous learning, flexible ways to define success, leadership development and a diverse and inclusive culture