Tax Senior Accountant, Real Estate

Overview

Real Estate Tax Senior
, you’ll play a key role in delivering tax compliance and advisory services to real estate investors, developers, and closely held entities. In this role, you’ll lead the preparation and review of partnership tax returns, analyze complex allocations, and support tax planning initiatives while collaborating closely with engagement teams and building strong client relationships.

You’ll take ownership of day-to-day engagement responsibilities, work directly with clients to gather information and address tax matters, and contribute to consulting projects related to real estate tax strategies. This role provides exposure to complex partnership structures, real estate transactions, and technical tax issues, making it well suited for a tax professional who enjoys taking on greater responsibility while continuing to develop deep expertise in real estate taxation.

Growth & Professional Development

• Demonstrate a positive attitude and willingness to be a team player

• Show initiative in learning new tax concepts and technical areas with minimal guidance

• Continue developing technical knowledge and professional skills through hands-on experience and collaboration with senior team members

Locations

• Preferred:
  Akron, Cleveland, Youngstown OH;
  Baltimore, MD;
  Chicago, IL;
  Pittsburgh, PA;
  Detroit, MI

• Buffalo & New York, NY;
  Deer Park, IL;
  Denver, CO;
  Milwaukee, WI;
  Philadelphia, PA;
  St. Clair Shores, MI;
  Westchester, NY

• Hybrid work environment

Who You Are

Qualifications

• Bachelor's Degree required

• CPA or qualifications completed to pursue CPA

• 2+ years of progressive experience at a public accounting firm

• Excellent organizational and time management skills

• Strong external and internal communication required due to client-facing role and importance of strong partnership with internal engagement teams

• Understanding of Outlook, Excel, Word, Adobe, etc. required

• Strong understanding of CCH Axcess required

• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo

• Develop strong relationships internally, and flexibility are required and keys to success

• Some experience or basic understanding of partnerships, inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing

Responsibilities

• Tax Preparation & Technical Support:
  Prepare partnership and individual tax returns while supporting the analysis of allocations, work papers, and related documentation

• Assist with tax matters involving partnership allocations, waterfalls, and capital account structures

• Gain exposure to real estate and partnership tax concepts including 704(b), 704(c), target capital allocations, and 1031 exchanges

• Client & Team
  
  Collaboration:
  
  Work closely with engagement teams and communicate with clients to gather information needed to complete tax filings

• Build and maintain strong relationships with both internal team members and external stakeholders

• Contribute to a collaborative, team-oriented environment focused on delivering high-quality client service

• Project & Time Management:
  Manage multiple priorities and deadlines in a fast-paced environment

• Demonstrate strong organizational and time management skills while supporting multiple client engagements

• Maintain attention to detail and ensure timely completion of assigned work

Locations (cont.)

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.

Note
:
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.

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Estimated Salary Range: $70,000 - $125,000

* 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're committed to a comprehensive Total Rewards package that goes beyond standard options, including time off outside of your standard PTO, discretionary bonuses, and development opportunities.

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