Real estate assessor job description

82085

Posted

23-Sep-2022

Service line

Corporate Segment

Role type

Full-time

Areas of Interest

Accounting/Finance

Location(s)

Memphis - Tennessee - United States of America

RESPONSIBILITIES
Coordinates and supervises completion of real estate accounting transactions and the production of various resulting financial reports and statements. Oversees requirements for staff portfolios and ensures consistent, accurate and timely reporting.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reviews staff work product for accuracy and completeness including ensuring financial packages are complete and delivered timely and accurately to Account Management Teams, Real Estate Management Teams, and Clients.
Establishes internal work controls to monitor and review staff work product for accuracy and timely processing to safeguard the assets of our clients and uphold the organization's fiduciary responsibility.
Coordinates and leads staffing transitions to include assigning workloads, determining knowledge transfer protocol, and ensuring adequate coverage of client and field deliverables during the transition.
May prepare and oversee all aspects of advanced level financial statement packages, including creating and posting journal entries, ensuring cash receipts and expense payables are recorded for the period, preparing and submitting funding requests. preparing and submitting owner's distributions, and other transactions as applicable in order to ensure that all information delivered to the client is complete and encompasses all transactions for the applicable reporting period.
Resolves and responds to escalated issues and requests from Account Management Team, Real Estate Management Team, and Clients, including answering questions from other departments, locations and divisions regarding various accounting issues and reports, including profit and loss reports. Researches open accounting issues and recognizes potential issues and/or conflicts so corrective action can intercept and minimize issues.
Partners with the field and Account Management teams to ensure requirements and terms of the client's Management Agreement are adhered to based upon working knowledge of these agreements.
Performs other duties as assigned.
SUPERVISORY RESPONSIBILITIES
Provides formal supervision to individual employees within single functional or operational area. Recommends staff recruitment, selection, promotion, advancement, corrective action and termination. Plans and monitors appropriate staffing levels and utilization of labor, including overtime. Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values.
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Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

Degree from a four-year college or university program with an emphasis in accounting, finance or related field required. In lieu of a degree from a four-year college or university, an associate degree plus 2 years college or related work experience, OR high school diploma plus four years of related work experience required.

Experience with real estate accounting software preferred.

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.

Ability to respond effectively to sensitive issues.

FINANCIAL KNOWLEDGE

Requires advanced knowledge of financial terms and principles. Ability to calculate intermediate figures such as percentages, discounts, and commissions. Conducts advanced financial analysis.

REASONING ABILITY

Ability to comprehend, analyze, and interpret complex documents. Ability to solve problems involving several options in situations. Requires advanced analytical and quantitative skills.

OTHER SKILLS and/or ABILITIES

Advanced knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Ability to work in multiple accounting software applications.

SCOPE OF RESPONSIBILITY

Decisions made with thorough understanding of procedures, company policies, and business practices to achieve general results and deadlines. Responsible for setting work unit and/or project deadlines. Errors in judgment may cause short-term impact to department.

CBRE is an equal opportunity/affirmative action employer with a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.

NOTE: Some, but not all, of our positions may have an additional requirement to comply with COVID-19 health and safety protocols, including COVID-19 vaccination proof and/or rigorous testing. If you have questions about the requirement(s) for this position, please inform your Recruiter.

Partnerships. Subchapter K. REITS. Consulting for major players. Are you looking for an opportunity to help develop and use the latest tax technologies in the real estate industry to serve clients? Does this describe your ideal tax position? If you've got a solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team!
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:

+ 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

+ One of the following accreditations obtained, or in process, or must be able/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

+ 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

+ Strong verbal and written communication skills

+ Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve

+ Limited immigration sponsorship may be available

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

+ Supervisory experience

+ Excellent research and writing skills

+ Excellent presentation and communications skills

For individuals assigned and/or hired to work in Colorado or Nevada, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to the State of Colorado and the State of Nevada and 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 $63,700 to $118,300.

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.

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All 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.