Manager, Real Estate Tax (FSO)

About the role

EY's Financial Services Office (FSO) tax practice offers comprehensive, specialized tax assistance to the real estate industry. As a 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. The role sits within the BBC market segment, covering the Bahamas, Bermuda, British Virgin Islands and Cayman Islands.

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 teams across locations
• Implement tax strategies aligned with client business objectives

Required profile

• Bachelor's degree in accounting, finance or a business discipline with at least 5 years of relevant tax experience, or an advanced degree in tax or law with at least 4 years
• CPA or Enrolled Agent certification
• Ideal: experience with real estate clients such as REITs, RICs or private equity funds, and 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 questions before sending work to partners or senior managers
• Managing multiple assignments, deadlines, budgets, projects and people
• Building client relationships and mentoring others

What we offer

• Performance-based compensation
• Medical, dental and vision coverage, pension plan and vacation and leave entitlements
• Continuous learning, flexible ways to define success, leadership development and an inclusive culture