Tax Manager, Real Estate

Are you a seasoned tax professional with a passion for real estate? Do you thrive in a dynamic environment where you can apply your technical expertise while mentoring and developing others? At Cohen & Co, we’re looking for a skilled Tax Manager to join our team and play a pivotal role in delivering exceptional service to our clients.

In this role, you’ll oversee the overall client experience, manage deadlines and expectations, and provide tax strategy and compliance expertise on complex clients.

Client Experience 

• Lead client engagements, ensuring smooth communication, clear deadline management, and consistent alignment with client expectations.

Tax Strategy & Compliance:

• Calculate tax effects of real estate transactions, manage partner expectations, and provide comprehensive tax guidance on matters including partnership allocations, 1031 exchanges, and more.

Team Leadership:

• Guide, mentor, and motivate junior staff, seniors, and managers, fostering a collaborative environment where knowledge sharing and personal development are key.

Billing & WIP Management:

• Handle billing, work in progress (WIP) management, and ensure efficient tax workflow, all while maintaining high standards of client service.

Tax Technical Expertise:

• Apply your deep knowledge of real estate tax issues such as partnership taxation, 704(b) and 704(c) allocations, waterfall calculations, and tax credits like 1031 exchanges to deliver strategic, accurate advice.

Skills & Attributes for Success:

• Positive & Collaborative: Strong team player with a focus on fostering a supportive and growth-oriented environment.
  Time Management: Excellent project management and organizational skills, with a proven ability to juggle multiple priorities.
  Client Relationship Building: Proficient at maintaining strong relationships with clients and internal stakeholders, ensuring client satisfaction and exceeding expectations.
  Real Estate Tax Expertise: Solid experience in partnership allocations, waterfall calculations, tax compliance, tax analysis, due diligence, acquisition/disposition planning, and structuring.
  Leadership & Communication: Strong leadership and communication skills to lead engagements, manage teams, and build lasting relationships.

Requirements:

• Bachelor’s degree required; CPA or JD required at the manager level.
• 5+ years of progressive experience at a public accounting firm, with a focus on real estate tax.
• Strong proficiency in partnership allocations, tax credits, 1031 exchanges, and real estate tax technical knowledge.
• Experience advising clients on tax issues like business restructuring, tax reform impacts on passthroughs, and tax controversy.
• Proficiency in CCH Axcess, Outlook, Excel, Word, and Adobe.
• Ability to work in a fast-paced, deadline-driven environment and take initiative to drive projects forward.

Location: 

• Baltimore, MD; Cleveland, Akron, Youngstown, OH; Buffalo, NY;  Detroit, MI; Chicago, IL; Pittsburgh, PA; Philadelphia, PA; Milwaukee, WI

• Hybrid work environment  

#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 

• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!   

Learn More About Us! 

• Discover our Passion, Purpose & Expertise 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

Estimated Salary Range:  $85,000 - 155,000* 

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.    

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. 

#LI-PROMO 

#LI-Hybrid