The posting
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Experienced Tax Staff based in United States.
This is an opportunity for an experienced tax professional to specialize in affordable housing and Section 42 Low-Income Housing Tax Credit (LIHTC) compliance while contributing to a broad range of tax engagements. You will work primarily on LIHTC compliance projects, with opportunities to support traditional tax work across a diverse client base. Depending on your experience and leadership capabilities, the position may involve senior-level responsibilities or tax supervision, including technical review, engagement oversight, and staff development. The role combines technical tax research, client communication, compliance, and team collaboration in a fully remote environment. You will work with complex partnership, real estate, nonprofit, and affordable housing tax matters while helping junior and offshore team members develop their capabilities. This is a strong fit for a motivated tax professional who values autonomy, technical growth, and high-quality client service.
Accountabilities
- Dedicate approximately 70–80% of your time to Section 42 LIHTC compliance projects while supporting traditional tax engagements as business needs require, particularly during peak tax season.
- Prepare federal, state, and local tax documents and returns while applying a strong understanding of partnership taxation and relevant tax requirements.
- For supervisory-level responsibilities, review federal, state, and local tax documents prepared by junior staff and offshore preparers, ensuring technical accuracy and quality.
- Research new and complex tax matters involving affordable housing, LIHTC, partnership taxation, real estate, nonprofit organizations, and related areas, and prepare supporting memoranda documenting conclusions.
- Apply practical knowledge of LIHTC projects, including credit calculations, first-year credit projects, project reviews, and related compliance requirements.
- Work directly with client personnel regarding engagement status, deadlines, information requests, tax compliance matters, and other project requirements.
- Communicate effectively with LP investors, GPs, nonprofit organizations, and other stakeholders involved in LIHTC and related tax engagements.
- Prepare and support tax work for large nonprofit developer clients, including Form 990 filings and related requirements.
- Guide, train, and develop junior staff and offshore preparers, with supervisors also supporting annual tax training and technical development.
- Manage multiple engagements, deadlines, and competing priorities while maintaining a high standard of accuracy, organization, and client service.
- Stay current with tax developments and professional standards through continuing education, professional publications, networking, and participation in relevant professional organizations.
- Depending on experience and placement, take on additional engagement oversight, technical review, staff development, and team leadership responsibilities.
- You have at least 3 years of tax experience in public accounting, with demonstrated experience handling complex tax compliance and advisory matters.
- You have experience with Section 42 LIHTC compliance and understand the practical intricacies of LIHTC projects, including credit calculations, first-year credit projects, and project reviews.
- Experience with both LIHTC and traditional tax work is highly desirable, particularly experience involving high-net-worth individuals, trusts, corporations, and similar entities.
- You have experience working with partnership taxation and, ideally, with real estate and nonprofit tax matters, including large nonprofit developer Form 990 returns.
- You are comfortable communicating with LP investors, GPs, and client personnel regarding technical tax matters, project status, deadlines, and information requirements.
- A Bachelor’s degree in Accounting or a related field is required, while a current CPA license is preferred but not mandatory.
- A Master’s degree in Taxation is highly advantageous.
- You have a solid understanding of fundamental accounting and tax principles and can independently research and resolve complex tax questions.
- You are a self-starter who can work effectively in a fully remote environment while maintaining strong accountability and productivity.
- You have excellent organizational skills, exceptional attention to detail, and the ability to manage multiple engagements and time constraints successfully.
- You are proficient in Microsoft Office, particularly Excel, and comfortable working with detailed financial and tax information.
- You have excellent written, verbal, and interpersonal communication skills and can explain technical matters clearly to clients and colleagues.
- You are highly motivated, collaborative, and interested in developing your technical expertise and leadership capabilities.
- For supervisory-level placement, you should demonstrate the ability to review technical work, oversee engagements, develop staff, and provide effective team leadership.
- Salary range of approximately $95,000–$120,000 for the San Francisco Bay Area, with compensation adjusted according to the cost of living and market rates in the candidate’s area of residence.
- 100% remote working model with flexible work arrangements.
- Paid time off and time off for major holidays.
- Company-paid long-term disability coverage.
- Employee Assistance Program.
- Medical, dental, and vision insurance, including PPO and HMO options, with premiums fully paid for employees.
- Pre-tax healthcare reimbursement program.
- 401(k) plan with a 3% annual compensation contribution, employer matching, and profit-sharing opportunities.
- Annual salary reviews and regular performance feedback.
- Education and CPA license reimbursement.
- Regular technical training and support for CPA continuing education hours.
- Referral commissions for new business and experienced professional hires.
- Opportunities for continued professional development and advancement within tax and accounting.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
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