RETS Strategist/Sr. Real Estate Tax Accountant/Manager
CV Resources· Staffing And Recruiting· Oct 21, 2026 · 6d ago
Colorado Springs, Colorado
In office
Full-time
Manager
$119K–$165K est.
5+ years exp
Job description
Sr. Tax Strategist Opportunity | Remote
A rapidly growing, advisory-focused CPA firm is seeking a Tax Strategist to join a specialized team focused on helping real estate investors, business owners, and high-net-worth clients evaluate and implement advanced tax planning strategies.
Unlike traditional public accounting roles that focus primarily on compliance, this position is heavily weighted toward client-facing advisory work , tax strategy development, and helping clients make informed decisions around complex tax opportunities.
What You'll Be Doing
• Lead advanced tax planning sessions with clients and prospective clients
• Advise business owners and real estate investors on tax reduction strategies
• Analyze and stress-test tax planning opportunities, including real estate and alternative investment strategies
• Conduct tax projections, modeling, and planning analyses
• Evaluate cost segregation opportunities, REPS qualification, STR strategies, and 1031 exchange planning
• Serve as a trusted advisor during high-level client conversations
• Research complex tax matters and prepare recommendations
• Support tax compliance work during busy season
Ideal Background
• Active CPA or EA required
• 5+ years of public accounting tax experience
• Strong client-facing experience with business owners and investors
• Experience with tax planning and advisory services
• Knowledge of:
• Cost Segregation
• Form 3115
• Section 481(a) Adjustments
• Real Estate Professional Status (REPS)
• Material Participation
• Short-Term Rental Strategies
• 1031 Exchanges
• Ability to explain complex tax concepts in a consultative manner
Client Types You'll Advise
• High-net-worth real estate investors
• Short-term rental (Airbnb/VRBO) owners
• Real Estate Professional Status (REPS) candidates
• Rental property owners with single-family and multifamily portfolios
• Real estate syndication investors and limited partners
• Self-storage facility owners
• Mobile home park investors
• RV park owners
• Car wash owners
• Laundromat investors
• Oil & gas working-interest investors
• Small business owners utilizing real estate tax strategies
• Individuals evaluating 1031 exchanges, cost segregation studies, and depreciation acceleration
Nice to Have
• Real estate investor clients
• High-net-worth tax planning
• Syndication or alternative investment experience
• Liquidity event or business sale planning experience
• Experience evaluating advanced tax strategies and promoter-driven opportunities
Compensation
• $130,000 - $150,000 base salary
• Bonus opportunity with special projects
• Fully remote
Why People Are Interested
• No billable hour environment
• Heavy emphasis on tax advisory over compliance
• Direct client interaction and strategy work
• Strong growth trajectory
• Clear path into senior leadership
Target Profiles: Senior Tax Manager, Tax Director, Real Estate Tax Manager, Tax Advisory Manager, Private Client Tax Manager, Tax Consultant, Tax Planning Manager, or experienced Tax Manager looking to move heavily into strategy and advisory work.
Application prep
Use the role’s language and application details while tailoring your materials.
- Platform
- bullhorn
- Effort
- medium