Real Estate Tax Professional

H & W CPAs • Cincinnati, OH

1d • Hybrid

About The Position

H&W CPAs is an upbeat, flexible, and accommodating firm that aims to be clients’ most trusted financial partner by providing tax preparation, accounting, and consulting services. The firm is seeking an experienced real estate tax professional with 3–5 years of tax experience and meaningful exposure to real estate clients.

The role involves preparing and reviewing taxes for a portfolio of real estate clients, with direct client interaction and responsibility for managing a portfolio. The professional will also work on tax planning and projections, helping clients structure deals, time transactions, and plan for growth. The role works closely with the bookkeeping team, firm partners, seasonal and junior staff, and peers. It offers opportunities for mentorship, process improvement, and contributing to the future of the growing firm.

Requirements

• 3–5 years of tax experience, including meaningful exposure to real estate clients.
• Comfort with partnership and S-corporation taxation, including Forms 1065 and 1120-S, basis tracking, and partner allocations.
• Working knowledge of real estate tax matters, including 1031 exchanges, cost segregation studies, passive activity loss rules, and depreciation methods.
• Organized, positive, growth-minded, and energized, with an interest in connecting and problem-solving with clients.
• Ability to thrive in a low-ego, highly collaborative work environment.

Nice To Haves

• Experience with Ultra Tax and Tax Dome software.

Responsibilities

• Assist with tax preparation and review for a portfolio of real estate clients, including direct client interaction.
• Manage a client portfolio and provide tax planning and projections to help clients structure deals, time transactions, and plan for growth.
• Work with the bookkeeping team to ensure accurate monthly books for real estate clients.
• Collaborate with firm partners, with opportunities for growth and mentorship.
• Provide guidance to seasonal and junior staff.
• Collaborate with peers to improve processes and help shape the firm’s future.

Benefits

• Capped busy-season hours.
• Hybrid work environment.
• 32-hour work weeks from June through December.
• Three weeks of paid time off.
• Ten paid company holidays.
• 401(k) with a 3% employer contribution.
• Health insurance.
• Dental insurance.
• Vision insurance.
• Relaxed atmosphere.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed