Tax Manager - Real Estate

Mahoney | CPAs and Advisors•Saint Paul, MN

92d•Hybrid

About The Position

Mahoney's Real Estate Solutions Team provides specialized guidance to clients in the affordable housing and commercial sectors, focusing on areas like Low-Income Housing Tax Credits (LIHTC), Historic Tax Credits (HTC), HUD audits, real estate taxation, tax planning, and ongoing tax management. The Tax Manager will provide strategic oversight and technical leadership, reviewing and signing partnership tax returns, financial statements, and cost certifications. This role involves leading the preparation and review of LIHTC and HTC cost certifications, developing financial projects for real estate ventures, and utilizing advanced Microsoft Excel skills for data analysis, workpaper management, and process automation. The position also includes conducting research on complex tax issues, providing client guidance, cultivating long-term client relationships, and managing and developing staff. Additional work hours are required from January through April 15th.

Requirements

Proven ability to perform the core duties outlined above
Bachelor's or Master's degree in Accounting, Finance, or related degree
Active CPA license
Background in public accounting or a client-focused environment

Nice To Haves

Experience with Real Estate clients and/or nonprofit organizations
Prior experience with Engagement Manager, CCH ProSystem Fx, and CCH Axcess

Responsibilities

Provide strategic oversight and technical leadership by applying advanced tax rules and audit expertise to review and sign partnership tax returns, financial statements, and cost certifications.
Lead the preparation and review of LIHTC and HTC cost certifications.
Develop financial projects for real estate projects.
Utilize advanced Microsoft Excel tools (e.g., power queries, data modeling, advanced pivot tables, advanced formulas) to analyze property-level data, manage tax and financial workpapers, and automate processes.
Refine staff work, bolster financial foundations, improve workpaper clarity and structure, and equip team members to navigate complex real estate tax concepts.
Conduct research on intricate tax issues and provide practical solutions.
Deliver expert guidance on real estate projects and offer innovative strategies.
Cultivate long-term client relationships through consistent support from initial planning through exit strategies.
Maintain consistent and effective communication across all organization levels.
Manage and develop staff by providing coaching, feedback, and direction.