Swell Recruit LLC

• Develop and implement effective tax planning strategies for clients in the real estate sector to optimize financial outcomes.
• Stay abreast of changes in tax laws and regulations, providing proactive advice to clients.
• Oversee the preparation and review of complex individual, corporate, and partnership tax returns.
• Ensure compliance with federal, state, and local tax regulations.
• Provide specialized tax guidance to clients in the real estate industry, addressing unique challenges and opportunities.
• Build and maintain strong client relationships through effective communication and responsiveness.
• Collaborate with teams across multiple locations in Los Angeles, ensuring consistency in service delivery.

Tax Manager – Real Estate/Pro Services

• Supervise and lead the tax compliance process, ensuring accurate and timely completion of tax returns.
• Review and analyze complex tax issues, providing guidance to the team.
• Effectively manage and support a remote team of tax professionals, fostering a collaborative work environment.
• Serve as a primary point of contact for clients, addressing inquiries and ensuring exceptional client service.
• Implement and oversee quality control procedures to maintain the accuracy and integrity of tax deliverables.
• Leverage technology and communication tools for seamless collaboration with team members and clients.

Tax Supervisor

• Complex technical tax engagements for range of clients in various industries
• Research
• Training and Mentoring associates

Tax Manager

• Prepare HRIS and Axcess timesheets and relevant documentation
• Review intermediate-level tax returns including C-Corporation and Partnership
• Manage and maintain control lists and deadlines

Senior Tax

• Complex technical tax engagements for range of clients in various industries
• Research
• Client Development
• Training and Mentoring Supervisors and Managers

Senior Tax Manager

• Providing a comprehensive range of tax services to high-net-worth entrepreneurs, businesses, and family groups
• Managing day-to-day client relationships to ensure positive client satisfaction
• Seeking opportunities for creativity and innovation in serving clients
• Effectively supervising staff members
• Collaborating closely with engagement partners and staff to meet client expectations

Tax Manager – Real Estate/Pro Services

Tax Supervisor

Tax Manager

Senior Tax

Senior Tax Manager

Tax Principal, Real Estate