Position: Tax Accountant
Location: New York NY (In Office)
Boutique family office and Commercial Real Estate developer and operator seeks a Tax Accountant to join their team!
Position Summary
To manage tax compliance, reporting, and planning across its real estate entities. This is a hands-on role with broad responsibility, direct access to ownership, and exposure to all aspects of commercial real estate taxation.
Key Responsibilities
- Prepare and review federal, state, and local tax filings for partnerships and LLCs (Forms 1065, K-1s, and related state filings)
- Manage tax compliance for multi-entity, multi-state commercial real estate structures
- Track depreciation, capital improvements, asset disposals, and cost segregation studies
- Support tax planning for acquisitions, dispositions, refinancings, and restructurings
- Coordinate and review work prepared by external CPA firms
- Monitor property tax assessments and support appeals as needed
- Assist with 1031 exchanges and other real estate–specific tax strategies
- Maintain accurate tax workpapers and documentation
- Provide ad hoc tax analysis and reporting to family principals
Qualifications
- Bachelor’s degree in Accounting or Finance (CPA preferred)
- 4+ years of tax experience with a strong focus on commercial real estate
- Solid understanding of partnership taxation
- Experience working with closely held entities, family offices, or real estate firms