688 Real Estate Associate jobs in Boca Raton
Real Estate Capital Markets Production Associate- Agency Originations

Posted 1 day ago
Job Viewed
Job Description
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
**Job Description:**
At Regions, the Capital Markets Production Associate performs clerical tasks to keep detailed records of work orders and completions.
**Primary Responsibilities**
+ Stabilizes CRE Term Loans with brokers within the company
+ Creates sustainable business relationships that provide loan production opportunities
+ Obtains status updates on documentation, transactions, and loans in process
+ Assists with preparing reports for production team meetings
+ Provides client feedback to ensure maintenance of a competitive position regionally and nationally
+ Engages in program education
+ Develops collaborative working relationship with internal personnel to ensure continued improvements in customer service
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
**Requirements**
+ Bachelor's degree in related field
+ One (1) year of experience in sales or business development
**Preferences**
+ Real estate sales experience
**Skills and Competencies**
+ Ability to work independently and responsibly
+ Proficient in Word, Excel, Outlook, CRM, and other applications
+ Strong attention to detail
We are looking for a highly driven, organized, detail-oriented Associate with outstanding oral and written communications to support one of Regions highest-producing and established Agency Originators and their clients.
You will be responsible for:
+ Developing and implementing a marketing strategy to achieve origination goals based upon budgeted volume targets
+ Prioritizing prospects and allocating time and resources to leverage sustainable business relationships that provide diversified, high-quality loan production opportunities
+ Demonstrating knowledge of all Agency Products by discussing Regions Bank's Agency and financing products and capabilities when working with existing clients and bankers and identifying prospective customers
+ Maintaining updated knowledge of market, including prospective clients, competitive landscape and economic trends; provides regular regional and industry market intelligence reporting to ensure a strong competitive position regionally and nationally
+ Maintaining existing relationships and expanding current base of clients, while Collaborating and interacting with underwriting, legal, and securitization professionals
+ Analyzing real estate markets and sub-markets through extensive knowledge of fundamental real estate cash flow and valuation analysis for office, industrial, retail, self-storage, manufactured housing communities, hotel and multifamily sectors
**Position Type**
Full time
**Compensation Details**
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
**Job Range Target:**
**_Minimum:_**
$87,837.17 USD
**_Median:_**
$111,174.00 USD
**Incentive Pay Plans:**
This role is eligible to participate in a commission incentive plan. Employees have the potential to earn commission based on performance against defined metrics and goals.
**Benefits Information**
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. ( Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
+ Paid Vacation/Sick Time
+ 401K with Company Match
+ Medical, Dental and Vision Benefits
+ Disability Benefits
+ Health Savings Account
+ Flexible Spending Account
+ Life Insurance
+ Parental Leave
+ Employee Assistance Program
+ Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser.
Details**
Rosemary Square
**Location:**
West Palm Beach, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Assurance Manager - Real Estate
Posted 8 days ago
Job Viewed
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking an AssuranceManager to join the Real Estate Assurancepractice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Collaborate to plan audit objectives and determine an audit strategy
Lead multiple audit engagements and competing priorities
Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively
Understand and manage firm risk on audits and proposals
Supervise, train and mentor staff during engagement
Assess performance of staff for engagement evaluations
Bachelor's degree in Accounting or equivalent field
5+ years of progressive audit and/or assurance experience
CPA
Experience with real estate clients
Master's degree in Accounting or equivalent field
1+ year of supervisory experience
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law
About Our AssuranceTeam:In the EisnerAmper AssuranceGroup, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
For Minnesota, the expected salary range for this position is between $112,000 - $121,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-MC1
#LI-Hybrid
Preferred Location: New YorkFor NYC and California, the expected salary range for this position is between
85000and
15000The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
Assurance Manager - Real Estate
Posted 8 days ago
Job Viewed
Job Description
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are seeking an AssuranceManager to join the Real Estate Assurancepractice, able to sit in a number of our offices. We are seeking someone who thrives in a growing environment and providing clients with exceptional services.
What it Means to Work for EisnerAmper:You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Collaborate to plan audit objectives and determine an audit strategy
Lead multiple audit engagements and competing priorities
Review and examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards
Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts effectively
Understand and manage firm risk on audits and proposals
Supervise, train and mentor staff during engagement
Assess performance of staff for engagement evaluations
Bachelor's degree in Accounting or equivalent field
5+ years of progressive audit and/or assurance experience
CPA
Experience with real estate clients
Master's degree in Accounting or equivalent field
1+ year of supervisory experience
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law
About Our AssuranceTeam:In the EisnerAmper AssuranceGroup, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners.
Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business.
About EisnerAmper:EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
For Minnesota, the expected salary range for this position is between $112,000 - $121,000 USD Annual. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
#LI-MC1
#LI-Hybrid
Preferred Location: New YorkFor NYC and California, the expected salary range for this position is between
85000and
15000The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
Real Estate Development Manager
Posted 1 day ago
Job Viewed
Job Description
1 day ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Our client provides real estate development and property management across the United States. They are a passionate, collaborative organization with excellent benefits. They love to promote from within and are focused on process improvement. Currently, they are looking to add a Real Estate Development Manager to their team. This Real Estate Development Manager role is open due to company and team growth.
Salary/Hourly Rate
$85k - $00k
Position Overview
The Real Estate Development Manager focuses on broad aspects of the development process for projects across the USA, inclusive of land acquisition, planning and design, securing entitlement/zoning approvals, project due diligence and scheduling, RFP client management, project budgeting/underwriting, and project reporting
Responsibilities Of The Real Estate Development Manager
- The Real Estate Development Manager sets up and ensures the Development schedule, reports monthly on Project status, and plays an administrative role for development personnel on the projects.
- Research, target, and assist in the acquisition of assets.
- Develop and monitor project schedules and milestones from Design Development to Construction Document phases.
- Oversee project funding and disbursement requirements. Track bank requisitions and payments.
- The Real Estate Development Manager will have a focus on Affordable Housing Projects.
- Experience with application submission and processing (qualified application plans, which differ by state).
- Lease-up process after acquisition or development as Real Estate Development Manager.
- Bidding process support for General Contractors and vendors.
- Minimum 3 years of Real Estate experience for the Real Estate Development Manager.
- Affordable housing experience.
- Excellent communication skills as Real Estate Development Manager.
- Experience with application submission and processing.
- A legal, accounting, and finance background is helpful.
- Bachelor's degree in a related field is required.
- Medical, dental, and vision.
- PTO.
- Holidays.
As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO
Position ID: 156497 Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Sales and Management
- Industries Staffing and Recruiting
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#J-18808-LjbffrReal Estate Business Manager
Posted 1 day ago
Job Viewed
Job Description
Elite Realty Partners Inc. Miramar , FL , US
Posted 4 months ago
Description
Were looking for a real estate office manager to streamline our day-to-day procedures and help develop our team. Responsibilities include creating new MLS listings, helping transaction coordinators with contracts, and updating the office calendar. Youll also make sure the office is stocked with supplies and ensure were adhering to our monthly budget. Applicants should be natural leaders, highly organized, and enjoy a fast-paced work environment. Sound like you? Start your application today!
Responsibilities
- Produce and update new MLS listings and assist with marketing to ensure social media, photos, signs, and other materials are placed appropriately
- Complete basic bookkeeping tasks, track office expenses, and ensure the monthly budget is adhered to
- File paperwork and assist other real estate brokerage employees with contracts such as title exams, title sheets, executing commissions, and coordinating buyer and seller information when necessary
- Purchase office supplies as needed and maintain office equipment
- Manage lower-level administrative employees and ensure office protocols are followed
- Real estate license not required, but knowledge of the real estate industry is a plus
- Familiarity with Microsoft Office or similar systems
- 2+ years of experience in office management, real estate or, a related field strongly preferred
- High school diploma, G.E.D. or equivalent required, bachelors degree preferred
- Displays strong communication, problem-solving, and time management skills
$40,000 - $52,000 yearly
About Elite Realty Partners Inc.
Premier brokerage with an elite team of 100+ real estate agents listing & selling properties at a high level within the Tri-county area and the Treasure Coast.
#J-18808-LjbffrReal Estate Business Manager
Posted 1 day ago
Job Viewed
Job Description
We're looking for a real estate office manager to streamline our day-to-day procedures and help develop our team. Responsibilities include creating new MLS listings, helping transaction coordinators with contracts, and updating the office calendar. You'll also make sure the office is stocked with supplies and ensure we're adhering to our monthly budget. Applicants should be natural leaders, highly organized, and enjoy a fast-paced work environment. Sound like you? Start your application today!
Responsibilities
•Produce and update new MLS listings and assist with marketing to ensure social media, photos, signs, and other materials are placed appropriately
•Complete basic bookkeeping tasks, track office expenses, and ensure the monthly budget is adhered to
•File paperwork and assist other real estate brokerage employees with contracts such as title exams, title sheets, executing commissions, and coordinating buyer and seller information when necessary
•Purchase office supplies as needed and maintain office equipment
•Manage lower-level administrative employees and ensure office protocols are followed
Qualifications
•Real estate license not required, but knowledge of the real estate industry is a plus
•Familiarity with Microsoft Office or similar systems
•2+ years of experience in office management, real estate or, a related field strongly preferred
•High school diploma, G.E.D. or equivalent required, bachelor's degree preferred
•Displays strong communication, problem-solving, and time management skills
Tax Senior - Real Estate

Posted 1 day ago
Job Viewed
Job Description
Recruiting for this role ends on June 1, 2026
Work You'll Do
As a Senior Tax Consultant, you will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include:
+ Performing detail-level reviews of partnership work papers, allocations, and tax returns as well as preparing materials and research for consulting projects related to tax planning opportunities.
+ Coordinating and communicating with client contacts as required to gather information to complete their tax returns.
+ Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.
The Team
As global leaders in providing professional services to the Investment Management industry, Deloitte works with clients to address a range of critical issues brought on by regulatory changes, competition, globalization, advances in technology, and the changing demands of their customers. Our cross-functional industry group is comprised of more than 2,800 partners, managers and staff, providing a spectrum of assurance and advisory, tax, enterprise risk, regulatory and consulting services to a broad range of Investment Management companies. Our clients include investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, investment partnerships, hedge funds, private equity, alternative products, and other money managers.
Qualifications
Required:
+ Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
+ 3+ years experience providing tax planning services or preparing client work papers and income tax returns
+ Bachelors degree in accounting, finance or other business-related field
+ Ability to demonstrate basic understanding of Subchapter K, partnership allocation methodologies, and the tax compliance process for real estate funds - Experience working in a fast-paced, team environment
+ Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
+ One of the following active accreditations obtained, or in process, or must be able and willing to obtain:
+ Licensed CPA in state of practice/primary office if eligible to sit for the CPA
+ If not CPA eligible:
+ Licensed attorney
+ Enrolled Agent
+ Certifications:
+ Chartered Financial Advisor (CFA)
+ Certified Financial Planner (CFP)
Preferred
+ Advanced degree such as Masters of Tax, JD, and/or LLM
+ Experience working in a virtual and/or global environment
+ Passion for leveraging technology and exploring new technology solutions
+ Experience with accounting for income taxes in accordance to ASC740
+ Previous Big 4 or large CPA firm experience
+ Excellent research and writing skills
+ Excellent presentation and communications skills
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Tax Manager, Real Estate
Posted 1 day ago
Job Viewed
Job Description
A South Florida independent business advisory and tax accounting firm is looking to hire two (2) Real Estate Tax Manager (Level 1) with Big 4 Tax Manager experience. This firm primarily has Big 4 CPAs and continues to grow stedily in size, scope, and reputation.
The position can be fully remote as long as you reside within 45 minutes of the office to attand mentor luncheons and specific client meetings.
Main Specialization - Real Estate Owners & Operations of Rental Property (Commercial & Residential apartments) Tax Returns - Partnerships, Form 1065.
For example, such Tax Manager would have almost exclusively (for at least 3-years) handled tax returns for: Office Buildings, Retail Centers, Malls, Apartment rentals, and similar), for the owners- who also operate the property, including special allocations between partners - very common on such entities.
Complex partnerships are the main requirement - they must be proficient in partnership tax returns, and related tax law.
Requirements for position:
- CPA or have passed all parts
- Big 4 Tax Manager experience preferred or Top 100 firm
- 3.4+ GPA
Tax Manager | Real Estate Partnerships
Posted today
Job Viewed
Job Description
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
- Serve as clients trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the clients organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Preferred Qualifications
- Masters degree in Accounting, Taxation or related field
Minimum Qualifications Required
- Bachelors degree required; Masters degree preferred in Accounting, Taxation or related field
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
#LI-NM1 #LM-HYBRID
#J-18808-LjbffrTax Manager | Real Estate Partnerships
Posted today
Job Viewed
Job Description
Status Category:
Full-Time
Exempt/Non-Exempt:
Exempt
Job Code:
FS213TC
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
- Serve as client's trusted advisor, demonstrates knowledge of industry trends, identify client issues and conflicts; proactively communicate solution options to client and team
- Manage staff on engagement deliverables (such as financial statements, tax returns, work papers, etc.); complete technical and strategic reviews as a member of the final engagement review team to ensure quality control standards are met; ensure on time delivery and on budget
- Demonstrate proficient technical skills for handling all client responsibilities, including knowledge of trends, industries, alternatives, etc.
- Understand the client's organization, procedures and internal policies
- Responsible for new client development in partnership with upper management; participate in client meetings, presentations and proposal development and meet individual cross serve
- Manage and retain multiple client relationships, engagements and special projects
- Develop overall engagement budget
- Consistently meet charge hour goals
- Responsible for billing and realization on assigned clients; explain variances
- Supervise, train and mentor staff; listen and communicate effectively
- Foster a team environment; demonstrates support of management and decisions and build a positive culture
- Participate in practice development activities that lead to the generation of new business and the opportunities for cross-serves
- Additional responsibilities as assigned
Preferred Qualifications
- Master's degree in Accounting, Taxation or related field
Minimum Qualifications Required
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field
- 5 years of experience in public accounting or related field
- 3 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage all aspects of client engagements
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Must be able to travel based on client and business needs
- Proficient use of applicable technology
#LI-NM1 #LM-HYBRID
CBIZ.Jobs Category: Tax
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EQUAL OPPORTUNITY EMPLOYER
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
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