• Serve real estate clients across a range of asset classes and ownership structures, delivering sophisticated tax planning and compliance solutions including cost segregation, 1031 exchanges, opportunity zone strategies, and real estate professional status analysis.
• Specialize in pass-through entity taxation (partnerships and S corporations) with a focus on complex 1040 compliance and planning for real estate investors, operators, and developers.
• Serve as a trusted advisor to clients, delivering exceptional service and high-quality execution of engagements.
• Coach, mentor, and develop managers and staff, fostering professional growth and a collaborative team environment.
• Contribute to business development by leveraging your professional network, identifying new opportunities, and expanding services to existing clients across the greater DC, Maryland, and Northern Virginia market.
• Collaborate across service lines and offices, embracing the Firm’s “one firm” culture and commitment to colleagues’ success.

Tax Partner – Real Estate

• Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns.
• Build, maintain and enhance client relationships.
• Advise clients on issues related to tax, finance & business practices.
• Identify, research, and resolve complex tax issues.
• Support manager with various ad-hoc projects.

Senior Tax Advisor

• Coach/Mentor staff to assist with enhancing their skills and further developing their career
• Manage office workflow and procedures
• Lead client engagement and become relationship owner
• Prepare and Review individual, business (c-corps, s-corps, partnerships), exempt & fiduciary tax returns
• Provide advisory services to clients related to tax, finance & business practices
• Work with Tax Director to develop and implement the firm's retention, growth, and operational strategies

Tax Manager

• Responsible for supporting the tax and regulatory functions within the life and annuity processing teams.
• Research complex transactions in relationship to the daily monitoring of policyholder processing.
• Comprehensive knowledge of processes and systems used for administration of tax regulations related to annuities; able to gather data from multiple administrative support systems, interpret, trouble shoot and answer business unit questions related to product taxation and reporting.
• Lead team in problem resolutions that arise due to production system problems or customer escalations
• Interpret tax law changes and identify a course of action for the various departments affected with changes in law as it relates to taxation of annuities and life products.
• Maintain and support records for functions not system supported pertaining to tax law including but not limited to aggregation, cost basis manual updates, foreign reporting, and withholding
• Serve as the lead for product enhancement initiatives impacting Information Reporting and Withholding, ensuring comprehensive testing is planned, coordinated, and executed, including validation of results to support accurate, compliant, and well-controlled implementations.
• Support management and department through implementing and monitoring individual and team objectives/goals while ensuring company policies and procedures are adhered to.
• Provide feedback and documentation for team members regarding performance, including production and quality to meet/exceed departmental objectives.
• Working with management to mentor and provide feedback to team members to ensure correct handling and customer satisfaction.

Lead Tax and Regulatory Analyst

• Prepares individual, corporate, partnership, and other types of tax returns
• Performs audit, review, compilation, and other assurance services
• Gains experience, exposure, and knowledge of procedures, workpapers and systems
• Supports multiple client engagements on time and within budget, identifying issues and communicating progress
• Expands industry knowledge, through greater exposure to peers, clients, and formal training opportunities
• Completes research and special projects as needed
• Communicates effectively with clients and CLA family members on a regular basis

Tax and Audit Intern

• Maintaining strong client relationships
• Leading and mentoring the tax team
• Preparing personal and corporate tax planning documents
• Developing and monitoring key performance indicators (KPIs)
• Creating tax projections and scenario modeling

Principal CPA, Director of Tax

• Write and produce practical tax content on a timely and regular basis with a focus on assigned news and features and gallery stories covering federal and state tax concepts and developments
• Assist the senior tax editor and the Kiplinger team with other editorial projects

Tax Writer

• Serve tax exempt clients in the Healthcare, Higher Ed, and Nonprofit industries in a high impact manner, demonstrating command of a major area of specialization.
• Demonstrate deep technical skills and have the above related industry knowledge.
• Excel at engagement management and operational excellence.
• Assist clients with meeting their tax and day to day compliance needs.
• Research and draft technical tax memoranda on various tax issues for clients.
• Review and sign a variety of exempt organization returns and serve as a subject matter expert when appropriate.
• Develop and mentor staff and oversee client engagement teams.

Principal/Signing Director – National Exempt Tax

• Interns get the opportunity to work with small, medium, and large clients
• Work closely with clients to provide tax planning, consulting, and compliance services
• Deliver innovative tax planning strategies
• Assist audit experts with financial reporting capabilities, internal controls, and accounting issues
• Complete a group project involving volunteering and social impact
• Participate in networking events and activities for interns to meet employees and partners

Tax/Audit Intern

• Assumes full responsibility for supervising tax return preparation and special assignments using established firm policies and procedures and managerial direction.
• Coordinates various phases of engagements, plans engagements, budgets time and expenses, monitors actual performance against budget, reviews returns for accuracy, completeness, suitability of presentation and adequacy of disclosures. Resolves problems as they arise.
• Provides supervision and on-the-job training to staff assigned to engagement.
• Determines the extent of review required in a tax return and selects elements to be reviewed.
• Assigns tasks to staff members based on their knowledge and capabilities.
• Trains staff members, offers guidance and direction, gives constructive criticism of working papers.
• Ensures that drafts of working papers and returns are prepared in accordance with generally accepted professional and firm standards.
• Communicates engagement's progress, problems, resolutions, financial information, tax activity and other business concerns to the client.
• Reviews with manger or partner significant findings that raise questions involving accounting principles, tax issues or return presentation.
• Prepares or reviews returns, notes, schedules, and management letters for later discussion between manager or partner and the client.

Tax Supervisor

• Efficiently review all clients' tax returns and communicate with clients
• Perform technical tax review and approval of business and individual tax returns
• Manage and delegate tax research projects
• Lead client relationships and participate in client meetings
• Act as a resource for tax staff on training and development
• Delegate and manage governmental tax examinations
• Maintain familiarity with qualifications of tax staff members
• Develop staff by assisting in recruiting and training

• Maintaining strong client relationships
• Leading and mentoring the tax team
• Preparing personal and corporate tax planning documents
• Developing key performance indicators (KPIs)
• Responding to client tax notices
• Creating tax projections and analyses

• Prepare annual and half year US provision for income taxes under IFRS for approximately 18 domestic entities.
• Prepare meaningful analysis of US P&L and book-to-tax adjustment drivers for IFRS / Cash tax variances.
• Assist with provision to return true-up and DTA studies preparation.
• Coordinate and review US Federal and state income and franchise tax returns prepared by external advisors to ensure accuracy and completeness.
• Responsible for managing data and overviewing indirect tax return preparation by 3rd parties.
• Support IRS and State Tax audits.

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