Real Estate Tax Specialist

About This Role

This role involves reviewing and annotating AI-generated outputs on real estate tax structuring and planning, evaluating model reasoning on key tax concepts, and providing expert feedback to improve AI performance in real estate tax workflows.

Responsibilities

• Review and annotate AI-generated outputs related to real estate tax structuring and planning
• Evaluate model reasoning on 1031 exchanges, depreciation (MACRS), and cost segregation studies
• Validate treatment of depreciation recapture and capital gains calculations
• Assess partnership tax allocations, 704(b) capital accounts, and waterfall tax implications
• Analyze tax considerations in asset versus entity-level real estate transactions
• Provide expert feedback on real estate-specific tax credits and incentives
• Identify compliance risks, technical misapplications, or structuring inefficiencies
• Collaborate with research teams to improve AI performance in real estate tax workflows

Requirements

• 4+ years of experience in real estate tax advisory, transaction tax, or partnership taxation
• Strong knowledge of depreciation rules, 1031 exchanges, and capital gains treatment
• Experience working with real estate funds, developers, or REIT structures
• Familiarity with partnership taxation and real estate-specific tax elections
• Strong analytical writing skills and ability to provide structured technical feedback

Qualifications

• CPA, JD (Tax), or equivalent experience preferred
• 4+ years of experience in real estate tax advisory, transaction tax, or partnership taxation

Nice to Have

• Exposure to real estate private equity (REPE) or institutional investors
• Experience reviewing complex tax memoranda or structuring models
• Knowledge of state and local real estate tax considerations

Certifications