122 Real Estate jobs in Miami

Transactions Coordinator & Office Liaison - Luxury Real Estate Team

33222 Miami, Florida ONE Sotheby's International Realty

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Job Description

Job Title: Transaction Coordinator & Office Liaison Luxury Real Estate Team
Location: Coconut Grove, Florida
Employment Type: Full-Time | On-Call Availability for Active Transactions

Position Summary

Join a top-producing, high-energy luxury real estate team under the prestigious ONE Sothebys International Realty brand. We are seeking an experienced Transaction Coordinator & Office Liaison to play a critical role in managing contract-to-close operations, supporting team workflow, and delivering an exceptional client experience in line with the elevated expectations of the luxury market. This role is based in our Coconut Grove office and requires a polished, proactive, and detail-oriented professional who thrives in a fast-paced, high-touch environment.

Core Responsibilities

Transaction Management

  • Oversee and manage all real estate transactions from executed contract through successful closing.

  • Ensure full compliance with brokerage and legal standards via APP Files and related platforms.

  • Track key transaction milestones and deadlines: inspections, appraisals, contingencies, financing, and title.

  • Act as the main point of contact between clients, agents, title officers, lenders, and cooperating brokerages.

  • Prepare and submit compliant documentation for internal review and timely commission disbursement.

Client Experience & Listing Coordination

  • Deliver concierge-level support to clients and ensure consistent, proactive communication throughout the process.

  • Manage listing preparation: schedule photography, signage installation, MLS input, and marketing materials.

  • Draft and review contracts, disclosures, listing agreements, and addenda in collaboration with lead agents.

  • Maintain transaction checklists and follow-up schedules within CRM and team calendars.

Team Operations & Administrative Oversight

  • Oversee daily team administrative functions including appointment scheduling, inbox management, and document preparation.

  • Maintain and optimize digital and physical filing systems, marketing materials, and office inventory.

  • Support onboarding and tech training for team tools (e.g., APP Files, CRM, MLS).

  • Coordinate internal communications and logistics for team meetings and special events.

Why Join Our Team?

Step into the world of luxury real estate with ONE Sothebys International Realty, a brand synonymous with excellence, sophistication, and global reach. Youll work alongside one of Miamis most successful real estate teams in Coconut Grove, a vibrant and prestigious neighborhood. As a key member of our operations, youll help shape seamless client experiences, contribute to meaningful transactions, and grow within a team that values integrity, innovation, and a refined service approach.

Ready to elevate your real estate career?
Apply with your resume and cover letter to be considered.

Qualifications & Requirements

  • Minimum 2 years of experience as a Transaction Coordinator or equivalent in residential real estate (luxury experience strongly preferred).

  • Proven understanding of Florida real estate contracts, timelines, and compliance requirements.

  • Background in accounting or financial administration preferred, especially with commission processing.

  • Technologically savvy: Proficient in APP Files, MLS Matrix, Google Workspace, Follow-Up Boss CRM.

  • High attention to detail and exceptional organizational skills.

  • Strong written and verbal communication abilities; polished and professional demeanor.

  • Must be self-motivated, deadline-driven, and capable of working independently in a dynamic environment.

  • Florida Real Estate License preferred but not required.

  • Must reside in or near Coconut Grove, Coral Gables, or Pinecrest.

  • Reliable transportation required.

Preferred Tools & Platforms

  • CRM: Follow-Up Boss

  • Transaction Management: AppFiles

  • MLS: Matrix

  • Productivity: Google Workspace (Gmail, Drive, Docs, Sheets), Trello, Excel, Adobe PDF

Languages

  • English (Required)

  • Spanish (Highly Preferred)

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Part-Time Housekeeper - Luxury Condo in Coconut Grove (Miami, FL)

33133 Coral Gables, Florida SOFLO Domestics

Posted 7 days ago

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Job Description

A warm, professional family residing in a luxury condo in Coconut Grove is seeking an experienced part-time housekeeper to maintain their beautiful home. The residence features 1,700 sq. ft. of living space, 2 bedrooms, and 3 bathrooms, and is occupied by 2 adults with no children and no pets. This is a wonderful long-term opportunity for a detail-oriented professional who takes pride in their work.

Schedule
  • Two days per week, flexible schedule
  • Average 8 hours per day

Primary Responsibilities
Detailed housekeeping of all areas, including:
  • Cleaning floors, bathrooms, and kitchen
  • Dusting and polishing surfaces
  • Organizing closets, cupboards, and living spaces
  • Laundry and linen care with attention to detail
  • Expert bed-making and presentation
  • Special care for luxury finishes and surfaces, using appropriate products and methods

Requirements
  • Preferred: 5+ years of private household housekeeping experience (open to a minimum of 3 years of private home experience with additional related experience in hospitality)
  • Knowledge of proper cleaning procedures and care of high-end surfaces and materials
  • Strong attention to detail, discretion, and professionalism
  • Authorized to work in the U.S.

Compensation & Benefits
  • Starting at $30 per hour, commensurate with experience
  • Taxes withheld
  • Paid Time Off, Holiday Pay, Sick Pay
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Financial Services Tax - Real Estate and Infrastructure Transactions Manager

33222 Miami, Florida PricewaterhouseCoopers

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Job Description

A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. Youll advise clients on their l Real Estate, Tax, Manager, Estate, Transaction, Financial, Accounting

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Financial Analyst (Real Estate)

33222 Miami, Florida Leeds Professional Resources

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Job Description

Position Overview:

We are seeking a skilled Financial Analyst with a strong background in real estate to support our dynamic real estate investment and drive strategic financial decision-making. This role will focus on financial modeling, investment analysis, and portfolio performance reporting for real estate assets. The ideal candidate will have a data-driven mindset, exceptional analytical skills, and experience in real estate financial analysis to contribute to the growth and profitability of our real estate portfolio.

Key Responsibilities:

  • Develop and maintain complex financial models to evaluate real estate investment opportunities, including acquisitions, developments, and dispositions.
  • Analyze property performance, cash flows, and market trends to provide actionable insights and recommendations to senior management.
  • Prepare detailed investment memoranda, budgets, and forecasts for real estate projects, ensuring alignment with strategic objectives.
  • Conduct due diligence on potential real estate investments, including market research, lease analysis, and risk assessments.
  • Monitor portfolio performance, track key metrics (e.g., NOI, cap rates, IRR), and prepare quarterly and annual reports for stakeholders.
  • Collaborate with asset management, development, and finance teams to optimize property-level financial strategies and operational efficiency.
  • Support capital market activities, including debt and equity financing, by preparing lender presentations and analyzing financing structures.
  • Ensure compliance with financial reporting standards and real estate regulations, maintaining accurate documentation for audits.
  • Perform ad-hoc financial analysis and research to support strategic initiatives and special projects.

Required Skills and Experience:

  • Bachelors degree in Finance, Real Estate, Accounting, or related field.
  • Minimum of 3 years of financial analysis experience with a focus on real estate investments or development.
  • Advanced proficiency in financial modeling and Excel; experience with Argus Enterprise or similar real estate software is a plus.
  • Strong understanding of real estate metrics (e.g., NOI, cap rates, IRR, NPV) and market dynamics.
  • Proven ability to analyze complex financial data and present clear, actionable insights to stakeholders.

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Real Estate Manager, Asset Management

33222 Miami, Florida Flow MD

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Real Estate Manager, Asset Management

Miami, FL

Real Estate Asset Management / Salaried, full-time / Hybrid

At Flow, we're reimagining what it means to live, work, and connect. More than just a real estate company, Flow is a brand, a technology platform, and an operations ecosystem spanning condominiums, hotels, multifamily residences, and office spaces. We're building a new kind of living experience: one that's flexible, connected, and designed to create genuine community and real value for the people who call Flow home. Our mission is oneness: prioritizing our residents and their experiences, and fostering connection with ourselves, their neighbors, and the natural world. By putting people at the center of everything we do, we're creating vibrant, human-centered communities where life, work, creativity, and play all come together in one place.

We are seeking an experienced real estate Asset Manager to join our growing platform, with responsibility for the US real estate portfolio which is predominantly multifamily rentals, with a significant retail component. This role is ideal for a self-starter with deep operational knowledge of residential real estate, who thrives in a fast-paced, entrepreneurial environment while delivering institutional-grade performance and reporting.

Responsibilities
  • Lead performance strategy across multifamily, retail, and office assets; drive NOI growth, ancillary income, and portfolio value
  • Partner with property/facilities teams, conduct site visits, and ensure brand standards, underwriting assumptions, and investor objectives are met
  • Track performance vs. budgets and underwriting; analyze drivers of underperformance; deliver institutional-grade reporting to leadership and partners
  • Oversee execution of Capex plans; coordinate with design/development teams on product mix, amenities, and ROI of investments
  • Define leasing strategy, manage tenant mix and broker relationships, and monitor market comps to maximize occupancy and value
  • Serve as point of contact on asset performance; support refinancing, recapitalizations, and dispositions; monitor debt maturities and covenant compliance
  • Ensure compliance, governance, and insurance coverage; identify and mitigate operational risks
Ideal Background
  • Bachelor's degree in a related field (Finance, Real Estate, Economics, or similar)
  • 510 years of experience in real estate with a strong operational and asset management background, preferably working for market leading real estate platforms
  • Experience with multifamily or other living sectors; hands-on knowledge of leasing, pricing strategy, operational metrics, and market dynamics
  • Direct involvement with other asset classes, such as retail / office
  • Track record of working with (or reporting to) institutional capital providers
  • Out-of-the-box thinker with a 'roll-up-your-sleeves' mindset
  • Adept at translating business goals into measurable performance targets
  • Strong technical background in excel and knowledge of RE software such as Argus
  • Comfort with ambiguity and evolving mandates, while maintaining institutional-level discipline

Comprehensive benefits package (Medical / Dental / Vision / Disability / Life)

Paid time off and 13 paid holidays

401(k) retirement plan

Healthcare and Dependent Care Flexible Spending Accounts (FSAs)

Access to HSA-compatible plans

Pre-tax commuter benefits

Employee Assistance Program (EAP), free therapy through SpringHealth, acupuncture, and other wellness offerings

Flow is proud to be an equal opportunity workplace and hires regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity and/or expression, pregnancy, Veteran status any other characteristic protected by federal, state or local law. In addition, we provide reasonable accommodation for qualified individuals with disabilities.

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Assistant Real Estate Manager

33032 Princeton, Florida RHP Properties

Posted 2 days ago

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Job Description

Description

Exciting opportunity to join our team as an Assistant Real Estate Manager for a brand new manufactured home community located in Homestead, Florida!

We are seeking an experienced, motivated and customer-focused Assistant Real Estate Manager to join our team in Homestead, Florida. In this role, you will be responsible for providing administrative, marketing, sales and customer support.

Key Responsibilities:

  • Greet all customers with a polite, professional demeanor.
  • Answer community office telephone calls promptly and professionally, provide requested information for telephone inquiries.
  • Develop and maintain community relationships.
  • Use Microsoft Office to produce and present documents.
  • Assist the Community Manager in entering data into the management software program.
  • Assist the Community Manager in completing guest cards and entering lead information in the Link System. "Leads" include but are not limited to people interested in purchasing Bayshore Homes or Bayshore Brokered Homes, moving a home into the community and etc.
  • Maintain all community office files according to company policy, including state and local requirements.
  • Inventory, order and verify receipt of office supplies. Coordinate maintenance of office equipment to ensure continuous customer sales and service.
  • Document telephone conversations, visits, and presentations to maintain existing customers and to build a book of business of potential residents for property management.
  • Work in conjunction with the Community Manager in new and used home sales. Present homes to potential residents as needed.
  • Ensure residents' privacy and property preservation.
  • Comply with Federal, State, and Local regulatory requirements to protect the interest of the company and to avoid discrimination of residents, vendors and team members.
  • Perform other duties as assigned
Minimum Requirements
  • 1 year of office experience required.
  • 1-year sales experience preferred.
  • High School Diploma or GED required
  • Ability to multitask and be a team player in a fast-paced environment.
  • Fluent in English & Spanish
  • Working knowledge of Microsoft Office, specifically Excel, Word, and Outlook.
  • Ability to lift 25 pounds.
  • Valid driver's license.
This is a full-time position offering competitive pay plus high commission potential. Benefits include:
  • Medical, dental, and vision insurance plans
  • Generous PTO policy and Paid Holidays
  • Company paid Life insurance, AD&D Insurance
  • Company paid Short-Term and Long-Term Disability plans
  • 401(k) retirement plan with a generous company matching program

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Tax Director | Real Estate Partnerships

33222 Miami, Florida MedStar Health

Posted 2 days ago

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Job Description



Status Category:
Full-Time

Exempt/Non-Exempt:
Exempt

Job Code:
FS215TC

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

  • Expand revenue of existing clients
  • Responsible for short-term and long-term business planning; identify business opportunities for CBIZ in addition to their individual practice
  • Manager practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
  • May be required to meet business development revenue expectations by adding new clients, cross serve activity and fully executing a personal marketing plan
  • Serve as key client contact; viewed as a trusted business advisor by clients
  • Ensure quality control standards are met
  • May work directly with clients and manage staff
  • Maybe the internal advisor on technical matters as a Subject Matter Expert
  • Maybe a member of the Senior Operations Management Team
  • Drive a team environment; demonstrate support of management decisions and builds a positive culture
  • Additional responsibilities as assigned

Preferred Qualifications

  • Master's degree preferred in Accounting, Taxation or related field preferred

Minimum Qualifications

  • Bachelor's degree required
  • 8 years of experience in public accounting or related field
  • 6 years of supervisory experience
  • Must have active CPA or equivalent certification
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proven high level of business integrity, client service and leadership skills
  • Must be able to travel based on client and business needs

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CBIZ.Jobs Category: Tax

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If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling (toll free) or send an email to

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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Commercial Property Manager Business Development

33222 Miami, Florida Verterra Property Management LLC

Posted 3 days ago

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Job Description

Commercial Property Manager Business Development

Job Title: Commercial Property Manager Business Development

Location: Miami Gardens, FL (hybrid)

Job Type: Full-Time

Reports To: Managing Partner

Salary Range: 75-100k + Incentives/Commission for New Business

About Us

Vertera Property Management is a leading provider of commercial real estate services, known for delivering tailored property management solutions that protect asset value and drive tenant satisfaction. As we continue to expand our third-party management portfolio, we are seeking a dynamic Commercial Property Manager who can manage properties effectively while also securing new management opportunities.

Position Summary

The Commercial Property Manager Business Development oversees day-to-day management of a portfolio of commercial properties, including office, retail, and industrial assets. This role involves operational management and a key focus on developing new business opportunities, especially third-party property management contracts.

Key Responsibilities

Property Management (Approximately 70%)
  • Oversee daily operations of assigned properties, including maintenance, vendor coordination, budgeting, and tenant relations.
  • Ensure compliance with lease agreements and applicable laws.
  • Manage annual budgets and capital improvement plans.
  • Monitor rent collections and coordinate financial reporting with accounting.
  • Conduct regular property inspections and ensure preventative maintenance.
  • Serve as the primary contact for tenants, providing excellent customer service.
Business Development (Approximately 30%)
  • Identify and pursue new business opportunities for third-party property management services.
  • Build relationships with property owners, developers, and brokers to generate referrals.
  • Prepare proposals, pitch decks, and management agreements for prospective clients.
  • Attend industry networking events and represent the firm in the commercial real estate community.
  • Collaborate with leadership to set and track business development goals.

Qualifications

  • 7+ years of experience in commercial property management (office, retail, and/or industrial preferred).
  • Proven ability to manage multiple properties and deliver operational excellence.
  • Experience or strong interest in business development and client interactions.
  • Solid understanding of property financials, budgets, and CAM reconciliations.
  • Excellent communication, negotiation, and presentation skills.
  • Self-starter with an entrepreneurial mindset who works independently.
  • Bachelors degree in Real Estate, Business Administration, or related field preferred.
  • CPM, RPA, or real estate license a plus.

What We Offer

  • Competitive salary with performance-based bonuses.
  • Commission opportunities for new management contracts.
  • 401(k) with employer match.
  • Opportunities for professional growth and advancement.

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  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Sales and Management
Industries
  • Internet Publishing

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Financial Markets & Real Estate - Strategy & Digital Transformation Senior Consultant

33222 Miami, Florida PwC

Posted 3 days ago

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Job Description

Specialty/Competency: Assurance

Industry/Sector: FS X-Sector

Time Type: Full time

Travel Requirements: Up to 60%

At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help clients optimise their financial performance, improve decision-making, and achieve their financial goals.

As a finance consulting generalist at PwC, you will possess a broad understanding of various aspects of finance consulting. Your work will involve providing comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. You will be responsible for analysing client needs, developing financial solutions, and offering recommendations tailored to specific business requirements.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:

  • Respond effectively to the diverse perspectives, needs, and feelings of others.

  • Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.

  • Use critical thinking to break down complex concepts.

  • Understand the broader objectives of your project or role and how your work fits into the overall strategy.

  • Develop a deeper understanding of the business context and how it is changing.

  • Use reflection to develop self awareness, enhance strengths and address development areas.

  • Interpret data to inform insights and recommendations.

  • Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.

The Opportunity

As part of the Financial Markets Business Advisory Generalist team you advise on business process improvements and efficiencies within the Real Estate industry. As a Senior Associate you analyze complex problems, mentor others, and maintain standards while building client relationships and developing a deeper understanding of the business context. You are responsible for understanding Yardi Voyager and ancillary modules, configuring or advising on the configuration of Yardi, and assisting in system assessments.

Responsibilities

  • Advise on business process improvements within the Real Estate industry

  • Understand and configure Yardi Voyager and ancillary modules

  • Conduct system assessments and provide recommendations

  • Mentor and guide junior team members to maintain standards

  • Build and maintain client relationships

  • Develop a understanding of client business contexts

  • Utilize firm methodologies to deliver quality work

  • Uphold professional and technical standards

What You Must Have

  • Bachelor's Degree

  • 3 years of experience

  • Before starting with PwC, need to meet educational requirements to be eligible for the primary credential license relevant to the practice area, such as having 150 credit hours for the CPA license in the state in which your office is located or the educational requirements to license for other relevant credentials, for example the Chartered Financial Analyst (CFA) or Project Management Professional (PMP).

What Sets You Apart

  • Management Information Systems & Accounting, Actuarial Science, Business Administration/Management, Commerce, Computer and Information Science, Computer Engineering, Computer Applications, Computer Engineering & Accounting, Data Processing/Analytics/Science, Economics, Electrical Engineering, Engineering, Engineering and Business, Finance, Information Technology, Management Information Systems, Mathematics, Mechanical Engineering, Operations Management/Research, Risk Management, Software App, Statistics preferred

  • One or more of the following credentials or certifications is required for promotion to Manager: CPA License, Levels 1 & 2 of the CFA exam, JD, PhD, MBA or Master's degree in Accounting, Finance, Tax, Quantitative Statistics, Engineering, Corporate Engineering, Information Systems, Financial Engineering, Economics, Real Estate Finance or Hospitality, Enrolled Agent (EA), State Appraiser License**, Member Appraisal Institute (MAI), or completion of requirements for CCIM designation; Project Management Professional (PMP), Leadership in Engineering and Environmental Design (LEED), or Professional Engineer (P.E.) license

  • Experience with Real estate software like Yardi, MRI

  • Understanding accounting within Real Estate

  • Advising clients on business process improvements

  • Configuring Yardi Voyager and ancillary modules

  • Extracting data from Yardi

  • Translating business requirements into actionable configuration points

  • Performing project management activities

Learn more about how we work:

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy:

As PwC is an?equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law?

For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.

The salary range for this position is: $72,000 - $212,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:

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Tax Manager | Real Estate Partnerships

33336 Fort Lauderdale, Florida CBIZ

Posted 4 days ago

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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

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  64. pets Veterinary
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