Senior Tax Accountant

Reports to: Controller

This is an in-house, industry-based tax role, not public accounting. The position sits within a fast-growing real estate development company focused on workforce housing across South Florida. The environment is entrepreneurial, collaborative, and results-driven, with an emphasis on independent thinking and broad exposure beyond traditional tax compliance.

This role is ideal for a tax professional with a strong foundation in partnership taxation who wants to expand their scope into real estate operations, development, and asset-level accounting. The ideal profile is broad rather than narrow, curious, and comfortable wearing multiple hats while partnering with non-finance stakeholders.

• Coordinate with third-party CPA firms on preparation of Form 1065 partnership returns for 30+ entities, with continued growth.
• Review and reconcile tax returns to GAAP financials, including Schedule M-1 and M-2.
• Lead review of all K-1s, manage CPA communication, and book tax reconciliations.
• Partner with the Controller to ensure tax compliance and optimization of taxable income.
• Maintain and reconcile accounting records for cash-basis entities.
• Prepare and distribute 1099s and K-1s to vendors, investors, and lenders.
• Support tenant and applicant income verification compliance.
• Assist with ad valorem property tax exemptions and tangible personal property tax filings.
• Partner with the Controller on audit requests, asset-level accounting, and property management support.
• Assist development teams with budgets, lender draws, and draw schedules.

• Coordinate with tax advisors on cost segregation studies, energy efficiency studies, and tax credits.
• Perform cost vs. benefit analyses related to tax strategies and development initiatives.
• Research federal, state, and local tax matters impacting real estate partnerships.
• Review operating and loan agreements for tax implications.
• Assist with taxable income forecasting and investor inquiries related to K-1s.
• Support insurance claims, policy applications, and lender escrow draw requests.

• Heavy emphasis on 1065 partnership returns, specifically real estate partnerships.
• K-1 deadline expectation of June 30.
• Performance and bonus tied directly to meeting timelines and execution.

• Strong understanding of partnership taxation with hands-on 1065 and K-1 experience.
• Advanced Excel skills, including pivot tables, amortization schedules, and formulas such as SUMIF, XLOOKUP, INDEX, IF, and text functions.
• Comfortable balancing tax work with general ledger and operational accounting.
• Working knowledge of real estate, insurance, or financial services concepts.
• Strong communication skills with internal teams, investors, lenders, and external advisors.
• Independent-minded, resourceful, and comfortable solving problems without rigid direction.
• Comfortable leveraging AI tools to improve efficiency and analysis.

• Bachelor’s degree in Accounting.
• CPA strongly preferred but not required.
• 2–3 years of partnership tax experience.
• Public accounting experience required.
• Strong preference for hospitality (hotel) or financial services background.
• Real estate experience is a plus, not mandatory.

• Social, collaborative, and team-oriented culture.
• Flexible daily schedules, not rigid office hours.
• Weekly all-hands meeting on Mondays, typically in the afternoon.
• Team members manage their time independently, with accountability tied to results.