In this leadership role, you will have the opportunity to utilize your technical tax, analytical, operational, management, and client service skills with real estate clients
Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
Manage compliance and consulting in areas of Section 1031 exchange, Section 754 step-up, Section 163(j) interest limitation, Section 1231 gain/loss calculations as well as an ability to analyze and implement certain aspects of partnership/LLC operating agreements with respect to tax applications.
Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team.
Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
Understand the clients organization, procedures, and internal policies.
Understanding your clients goals and needs and servicing clients directly.
Owning client relationships and work.
Strategizing with Managing Directors regarding planning.
Provide clients with recommendations and guidance on how to achieve their goals and assist in identifying opportunities for growth with clients.
Researching tax and accounting issues and providing guidance to clients.
Working closely with staff, and assisting senior management in mentoring, coaching, training, supervising, and evaluating staff.
Foster a team environment; demonstrates support of management and decisions and build a positive culture.
Preferred Qualifications
Masters degree preferred in Accounting, Taxation, or related field
Minimum Qualifications
Bachelors degree required; Masters degree preferred in Accounting, Finance or relevant field
7 years experience in public accounting or related field
5 years supervisory
Must have and preserve required licenses
Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Proficient use of applicable technology
Must be able to travel based on business needs
Package Details
Medical, Dental.
Numbers & Facts
Location
San Jose, California
Skills
Accountingunmatched
Analysis Skillsunmatched
Coachingunmatched
Communication Skillsunmatched
Consultingunmatched
Customer Relationsunmatched
Customer Support/Serviceunmatched
Establish Prioritiesunmatched
Financeunmatched
Identify Issuesunmatched
Industry/Trade Analysisunmatched
Leadershipunmatched
Maintain Complianceunmatched
Mentoringunmatched
Operational Auditunmatched
Operations Managementunmatched
People Managementunmatched
Performance Reviewsunmatched
Public Accountingunmatched
Real Estateunmatched
Tax Accountingunmatched
Time Managementunmatched
Trend Analysisunmatched
Willing to Travelunmatched
Writing Skillsunmatched
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