Tax Manager, Real Estate

Cohen & Co Advisory • Cleveland, OH

2d

About The Position

As a Real Estate Tax Manager, you’ll lead the delivery of tax compliance and advisory services to real estate investors, developers, and closely held entities. In this role, you’ll oversee partnership tax engagements, review complex allocations, and drive tax planning initiatives while partnering closely with clients and internal teams. You’ll take ownership of managing client relationships, coordinating engagement teams, and ensuring the timely delivery of high-quality work. This role offers significant exposure to complex partnership structures, real estate transactions, and technical tax issues, while providing the opportunity to mentor team members and contribute to the growth of the practice.

Requirements

• Bachelor’s degree in Accounting or a related field required
• 5+ years of tax experience with a focus on real estate, partnerships, and pass-through entities; preferably within a public accounting environment or real estate-focused practice
• Proven leadership experience with a track record of accountability, managing engagements, and delivering against deadlines and client expectations
• Strong understanding of real estate tax concepts, including partnership allocations, basis, depreciation, and transaction structuring
• Excellent verbal and written communication skills, with the ability to translate complex tax concepts into clear, client-friendly guidance
• Demonstrated initiative, curiosity, and ability to operate in a fast-paced environment; comfortable navigating ambiguity, building relationships, and driving results
• Proficiency in Microsoft Office (Outlook, Excel, Word) and Adobe, with experience using tax preparation and research software

Nice To Haves

• CPA or JD preferred, but not required

Responsibilities

• Perform Manager-level tax advisory, compliance review, and tax return oversight for real estate clients, including partnerships, LLCs, and real estate investment structures (Forms 1065, 1120, 1120S, and 1040 as applicable)
• Review complex federal, state, and local tax filings with a focus on multi-state compliance, tiered partnership structures, and real estate-specific considerations such as depreciation, cost segregation, and Section 1031 exchanges
• Oversee the preparation and filing of partnership and entity-level returns, ensuring accuracy, compliance, and identification of tax-saving opportunities
• Stay current on evolving tax laws, including real estate–specific regulations, to provide proactive and technically sound guidance
• Serve as a primary point of contact for clients, building and maintaining strong relationships
• Collaborate with engagement teams and firm leadership to deliver high-quality client service
• Review work, provide guidance, and mentor Senior and Staff-level professionals
• Manage multiple client engagements, timelines, and deliverables in a fast-paced environment
• Ensure quality, accuracy, and timely completion of all client work
• Drive accountability across engagement teams while maintaining strong attention to detail
• Contribute to training, coaching, and knowledge sharing across the team
• Identify opportunities to improve processes and enhance client service delivery
• Support practice growth through relationship building and identifying opportunities within existing clients

Benefits

• time off outside of your standard PTO to give back to the community
• annual discretionary merit increases and bonuses
• talent development resources to tap into growth opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Manager