Tax Manager

About the roleWe're hiring an experienced CPA to lead tax work for our real estate, S corporation, and high-net-worth clients. You'll own complex returns from preparation through review, design year-round tax planning strategies, and serve as the technical lead on a group of client relationships.You'll also meet with prospective clients to scope new engagements and prepare proposals. That means you need to be able to explain complex tax issues clearly to business owners and investors.About Shahbaz & Associates CPAsShahbaz & Associates CPAs is a boutique public accounting firm founded in 2024 that serves clients nationwide. Our core work spans real estate tax, tax planning for high-net-worth individuals, partnership taxation, international tax, and outsourced CFO services.The firm is growing quickly and adding a Richmond presence. This role is one of the first hires there, so you'll help shape how we bring on and serve clients.What you'll doReal estate taxPrepare and review partnership returns for real estate funds, syndications, and rental property holding entitiesAdvise on depreciation strategy, cost segregation, 1031 exchanges, passive activity rules, and real estate professional statusManage capital accounts, special allocations, and waterfall-driven K-1 reportingS corporations and closely held businessesPrepare and review S corporation returns, including shareholder basis, distributions, and AAA trackingAdvise on entity selection, S elections, reasonable compensation, and owner payrollHandle multi-state filings and pass-through entity tax (PTET) electionsTax planning for high-net-worth clientsBuild year-round tax plans and projections for business owners and investors, and set quarterly estimatesModel the tax impact of transactions such as property sales, business sales, and restructuringsPresent planning recommendations directly to clientsReview and client leadershipServe as final technical reviewer on individual, partnership, S corporation, and trust returnsResearch complex issues and document tax positionsMeet with prospective clients to scope engagements and prepare proposals using the firm's pricing frameworkQualificationsRequiredActive CPA license5+ years of US tax experience in public accounting, including at least 2 years reviewing returnsDeep experience with partnership (Form 1065) and S corporation (Form 1120-S) returnsReal estate tax expertise: depreciation, cost segregation, 1031 exchanges, and passive activity and at-risk rulesA track record of building tax plans and projections for high-net-worth individuals and business ownersAbility to explain complex tax issues clearly to clients and prospectsPreferredExperience with real estate funds or partnerships, including partnership allocationsMulti-state and PTET experienceExperience scoping or pricing engagementsBig Four or regional firm backgroundCompensation, location, and how to applyCompensation: $110,000–$130,000 base, depending on experience, plus a 10% origination bonus on first-year fees from clients you bring in through your own network, 3% bonus on firm closed leads, and annual bonus.Location: Remote, based in the Richmond, VA areaSchedule: Full-time, with heavier hours during tax season