Real Estate Tax Associate

H & W CPAs•Cincinnati, OH

8d•Hybrid

About The Position

H&W CPAs is an upbeat, flexible, and accommodating firm that aims to be its clients' most trusted financial partner by providing top-tier service in tax preparation, accounting, and consulting. They are seeking an experienced real estate tax professional with 3-5 years of experience to join their growing organization. This role is for an organized, energized tax professional with real estate tax experience looking for a firm that will utilize their skills without demanding their life during busy season.

Requirements

3-5 years of tax experience with meaningful exposure to real estate clients
Comfortable with partnership and S-corp taxation (Forms 1065/1120-S), including basis tracking and partner allocations
Working knowledge of real estate, specifically 1031 exchanges, cost segregation studies, passive activity loss rules, depreciation methods, etc.
Thrive in a low-ego, highly collaborative work environment
Positive attitude, a growth-mindset, and enjoy connecting and problem-solving with clients

Nice To Haves

Experience with Ultra Tax and Tax Dome software

Responsibilities

Assist with the tax preparation and review for a portfolio of real estate clients, with direct client interaction
Manage your own portfolio and move beyond compliance into tax planning and projections helping clients structure deals, time transactions, and plan for growth
Work closely with the bookkeeping team to ensure accurate monthly books for real estate clients
Collaborate directly with partners, allowing opportunity for growth and mentorship
Provide guidance to seasonal and junior staff
Work closely with peers in a small firm to improve processes and help to shape the future of the firm