Tax Senior Associate - Real Estate

Cbiz, Inc. San Diego , CA 92140

Posted 2 months ago

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2019 America's Best Mid-Size Employers by Forbes, 2019 Best Workplaces in Consulting & Professional Services by Great Place to Work and FORTUNE, 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States. With more than 35 offices and more than 3,000 professionals, we serve the country's growing mid-market public and private businesses. MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

We are proud of our strong company culture. In 2019, we were recognized by the Los Angeles Business Journal and the Pacific Coast Business Times as one of the "Best Places to Work." We were also recognized by the National Association of Business Resources as one of San Diego's "Best and Brightest Companies to Work For." It was an honor to be recognized for such prestigious awards, knowing that it was the feedback from our employees that earned us spots on these lists.

Essential Functions and Primary Duties

  • Complete all aspects of tax engagements for clients including status updates to engagement managers and adhere to all quality control standards as required

  • Demonstrate understanding of the client's business including analysis and planning of client engagements

  • Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed

  • Achieve charge hour goals

  • Review associates' tax work: provide constructive review points

  • May supervise associate's on engagements

  • Train and mentor associate staff

  • May be involved in the client billing process by assisting Managers or Directors

  • Identify and begin to develop knowledge in selected specialty practice

  • Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements

  • Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements

  • Execute administrative duties as assigned

  • Additional responsibilities as assigned

Preferred Qualifications

  • Minimum 2-3 years' experience with a concentration in partnership taxation

  • Real estate taxation experience a plus

  • Strong accounting skills

  • Experience with like-kind exchanges a plus

  • Experience maintaining partner capital accounts

  • Experience with client communications

  • CPA or CPA candidate preferred

  • Experience with CCH Axcess Tax a plus

  • Bachelor in accounting

Minimum Qualifications Required

  • Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred

  • 3 years of experience in public accounting or related field

  • 1 year supervisory experience preferred

  • CPA candidates preferred

  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

  • Proficient use of applicable technology

  • Must be able to travel based on client and business needs

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Tax Senior Real Estate Tax San Diego

Ernst & Young LLP

Posted 2 weeks ago

VIEW JOBS 1/8/2020 12:00:00 AM 2020-04-07T00:00 Our Real Estate Tax Practice is comprised of a dedicated team of tax professionals strategically positioned across the country providing top notch tax consulting services to our clients. As a senior in our practice, you'll work on multiple tax engagements and will contribute to the delivery of quality tax planning and compliance services for our real estate industry clients. In return, you can expect the support of some of the most engaging colleagues around, as well as plenty of opportunities to progress your career. The opportunity Our tax function is constantly evolving, and it's here you'll find everything you need to grow as we do. It's all about taking on new skills and responsibilities as they arise, and making the most of our dedicated mentors and training programs. Your key responsibilities Your main priority will be providing first-level reviews of tax returns, all while constantly keeping in touch with our clients. You'll be looking at, and analyzing complex tax issues and structures, so everything will come down to producing outstanding work. And with plenty of variety, it's certain that you'll always have innovative ideas and processes to keep you focused. Skills and attributes for success * Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights * Learning and researching current market trends, to maintain your credibility as a trusted advisor * Building client relationships and demonstrating your knowledge of the real estate, hospitality and construction industry. * Developing clear, intelligent plans and approaches to improve our clients' tax activities To qualify for the role you must have * A bachelor's degree in Accounting, Finance, Business or a related discipline * A minimum of 3 years relevant experience * Knowledge in a broad range of real estate tax technical and transaction skills, including partnership taxation, REIT taxation and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring. * A proven record of excellence in a professional services or tax organization * Technical writing and research experience in a tax context * The ability to prioritize when working on multiple complex projects * Influencing skills, and the confidence to question existing processes Ideally you'll also have * CPA qualification, or be a member of a state bar. What we look for We're interested in people with initiative who are not afraid to speak up, with a genuine desire to make things better across the business. You'll need strong software skills and the ability to handle complex data from multiple sources. If you're ready to further build on your reputation as a professional advisor, this role is for you. What working at EY offers. We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, both pension and 401(k) plans, a minimum of 15 days of vacation plus ten observed holidays and three paid personal days, and a range of programs and benefits designed to support your physical, financial and social well-being. Plus, we offer: * Support, coaching and feedback from some of the most engaging colleagues in the industry * Opportunities to develop new skills and progress your career * The freedom and flexibility to handle your role in a way that's right for you About EY As a global leader in assurance, tax, transaction and advisory services, we're using the finance products, expertise and systems we've developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we'll make our ambition to be the best employer by 2020 a reality. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Apply today. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. Ernst & Young LLP San Diego CA

Tax Senior Associate - Real Estate

Cbiz, Inc.