Job Description
What You'll Do
As a Real Estate Tax Senior, you’ll play a key role in delivering tax compliance and advisory services to real estate investors and developers. In this role, you’ll lead the preparation and review of partnership tax returns, analyze complex allocations, and support tax planning initiatives while collaborating closely with engagement teams and building strong client relationships.
You’ll take ownership of day-to-day engagement responsibilities, work directly with clients to gather information and address tax matters, and contribute to consulting projects related to real estate tax strategies. This role provides significant exposure to complex partnership structures and technical tax issues, making it well suited for a tax professional who enjoys taking on greater responsibility while continuing to develop deep expertise in real estate taxation.
Tax Preparation & Technical Support
Prepare partnership tax returns while supporting the analysis of allocations, workpapers, and related documentation
Assist with tax matters involving partnership allocations, waterfalls, and capital account structures
Gain exposure to real estate and partnership tax concepts including 704(b), 704(c), target capital allocations, and 1031 exchanges
Client & Team Collaboration
Work closely with engagement teams and communicate with clients to gather information needed to complete tax filings
Build and maintain strong relationships with both internal team members and external stakeholders
Contribute to a collaborative, team-oriented environment focused on delivering high-quality client service
Project & Time Management
Manage multiple priorities and deadlines in a fast-paced environment
Demonstrate strong organizational and time management skills while supporting multiple client engagements
Maintain attention to detail and ensure timely completion of assigned work
Growth & Professional Development
Demonstrate a positive attitude and willingness to be a team player
Show initiative in learning new tax concepts and technical areas with minimal guidance
Continue developing technical knowledge and professional skills through hands-on experience and collaboration with senior team members
Who You Are
Qualifications
Bachelor's Degree required
CPA or qualifications completed to pursue CPA strongly preferred
2+ years of progressive experience at a public accounting firm
Excellent organizational and time management skills
Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams
Understanding of Outlook, Excel, Word, Adobe, etc. required
Strong understanding of CCH Axcess required
Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
Develop strong relationships internally, and flexibility are required and keys to success
Some experience or basic understanding of partnerships, inside and outside basis computations, section 704(c) and section 743(b) computations, and Schedule K-1 processing
Who We Are
Sure, we like numbers. (But we’ll never treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more!
Learn More About Us!
Learn more about our Firm's culture
Estimated Base Range: $70,000 - $125,000*
*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.
We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
Numbers & Facts
| Location | Cleveland, Ohio |
| Industry | Accounting and Auditing Services |
| Company Size | 100 to 499 employees |
| Year Founded | 1977 |
| Website | http://www.cohencpa.com/ |
About Company
Cohen & Company was founded in 1977 on the belief that there had to be a better way to help businesses succeed. Now ranked as one of the top accounting, tax and consulting firms in the country, our more than 400 team members serve entrepreneurs; private companies in a variety of industries; and registered and non-registered funds in the investment industry. The firm remains rooted in technical excellence, and is a member of the American Institute of Certified Public Accountants (AICPA) and registered with the Public Company Accounting Oversight Board (PCAOB). Cohen & Company continues to experience consistent growth and serves clients throughout the U.S. from offices in Ohio, Michigan, New York, Pennsylvania and Wisconsin. Learn more at cohencpa.com.
Skills
- Analysis Skillsunmatched
- Consultingunmatched
- Customer Relationsunmatched
- Customer Support/Serviceunmatched
- Customer/Client Researchunmatched
- Detail Orientedunmatched
- Documentationunmatched
- Geographyunmatched
- Investment Servicesunmatched
- Mergers and Acquisitionsunmatched
- Multitaskingunmatched
- Organizational Skillsunmatched
- Property Taxunmatched
- Public Accountingunmatched
- Real Estateunmatched
- Real Estate Developmentunmatched
- Recruiting/Staffing Agencyunmatched
- Tax Accountingunmatched
- Tax Planningunmatched
- Tax Regulationsunmatched
- Tax Returnsunmatched
- Team Playerunmatched
- Technical Supportunmatched
- Time Managementunmatched
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