Real Estate Investment Tax Manager

Position Summary

The US Tax Manager – 1065 (Rental Real Estate) is responsible for managing and reviewing complex federal and state partnership tax returns (Form 1065) for clients engaged in rental real estate investments , including commercial, residential, and mixed-use properties. This role involves overseeing the tax compliance process, ensuring accurate reporting of rental income, depreciation, and allocations to partners. The manager will supervise a team of professionals, provide technical guidance, and collaborate closely with clients and internal stakeholders to ensure high-quality service delivery.

Key Responsibilities

• Manage and review US federal and state partnership tax returns (Form 1065) for rental real estate entities.
• Review and reconcile rental income, expenses, and depreciation schedules in accordance with IRS rules and partnership agreements.
• Ensure accuracy of K-1 allocations , including capital accounts, partner basis, and at-risk limitations.
• Review book-to-tax differences , M-1 / M-3 adjustments , and fixed asset reconciliations.
• Handle Section 704(b) allocations, Section 754 step-up calculations, and sale / disposition of partnership interests or properties.
• Analyze complex partnership and tiered entity structures within real estate investment portfolios.
• Support client engagements involving like-kind exchanges (1031) , cost segregation studies , and real estate investment trusts (REITs) .
• Manage engagement timelines, review deliverables, and ensure compliance with filing deadlines.
• Mentor and develop associates and senior associates through technical training and performance coaching.
• Collaborate with internal teams and client contacts to address tax planning opportunities and operational efficiencies.

Required Qualifications

Preferred Skills