• Serve as the primary advisor to a portfolio of real estate clients including funds, family offices, developers, institutional investors, and private equity real estate groups.
• Provide sophisticated tax planning, structuring, and consulting related to acquisitions, dispositions, joint ventures, 704(b) and 704(c) allocations, waterfalls/promotes, REIT considerations, and multi-state real estate issues.
• Lead discussions with client executives and decision-makers, deliver insights on tax strategies, compliance requirements, and emerging legislation.
• Proactively identify opportunities to enhance client tax positions and expand service offerings across the firm.
• Oversee the preparation and review of complex partnership returns, REIT filings, consolidated groups, multi-tier K-1 packages, and related technical memoranda.
• Ensure all work meets the firm’s quality standards, risk management policies, and documentation requirements.
• Lead engagement planning, budgeting, and billing
• Supervise, train and mentor staff; listen and communicate effectively
• Provide ongoing coaching, formal performance feedback, and support career development pathways.
• Promote a collaborative, inclusive, and client-centered culture consistent with firm values.
• Develop and execute strategies to grow the Real Estate practice, including targeting new clients, expanding existing relationships, and strengthening referral networks.
• Participate in proposals, RFPs, and go-to-market initiatives in coordination with regional and national leadership.
• Build visibility in the marketplace through networking, industry events, thought leadership, and professional associations.

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