Real Estate Investor jobs

Key Responsibilities

• Technical preparation and review of complex trust and estate accountings.
• Perform complex calculations and reconstruction when required.
• Research of state specific principal and income acts when needed.
• Responsible for managing client relationships and retaining client good will.
• Participate in weekly sales calls, and client presentations and business development meetings, when requested.
• Provide timely and effective responses to client needs and compliance requirements.
• Provide estimates for new accounting work and prepare all required documentation for new engagements.
• Build and maintain strong relationships with internal EY groups.
• Facilitate communications and provide assistance to team members by sharing knowledge, offering advice, and making decisions to meet engagement deliverables.
• Develop operational efficiencies to deliver timely high-quality services and work products.
• Contribute to a flexible, stable and team oriented working culture that fosters staff development.
• Complete self- study courses to maintain and enhance knowledge of fiduciary accounting and software applications, and to meet Firm continuing education requirements.
• Work to ensure all projects are properly and timely billed and oversee follow-up with clients regarding bill collections.

Skills and Attributes for Success

To qualify for the role, you must have

• Bachelor’s degree.
• CPA, EA, licensed Attorney, Professional Fiduciary orCTFA (Certified Trust and Fiduciary Advisor) certification
• 5+ years of fiduciary/court accounting experience at a bank, law firm or CPA firm with a proven track record of successfully managing staff and engagements.
• Excellent technical fiduciary accounting skills.

• Experience working with complex assets (LLCs, partnerships, alternative investments, etc.) and large trusts and estates.
• Experience working with family offices a plus.
• Demonstrated excellent interpersonal, analytical, and problem-solving ability.
• Excellent verbal and written communication skills.

• Experienced at reviewing IRS Forms 706, 1041 and K-1s.

Ideally, you will also have

• Understanding of complex investments and fiduciary tax.
• Understanding of trust structures and trust terminology.
• Ability to review and interpret trust agreements and estate planning documents.
• Strong management and leadership skills.
• Strong client interaction skills.
• Proficient with software applications, including OneSource Accounting Software FAS; Microsoft Word and Excel.

Your key responsibilities

You will be reviewing complex individual tax returns to income tax planning and advising of high net worth individuals and families, allowing you to develop into a trusted advisor role to client. You will work with specialists in our other areas including International tax, state and local tax and asset management to deliver comprehensive solutions to our clients. You will be managing, coaching and developing a team of tax professionals, reviewing work and helping to confirm they have the knowledge, tools and opportunities they need to excel.

Skills and attributes for success

• Performing high quality review of complex tax returns
• Extensive knowledge and experience handling hedge fund and Private equity K-1s
• Researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
• Building effective long-term relationships with our clients, understanding their unique needs to provide a tailored service
• Maintaining your reputation in your field by constantly updating and sharing your technical and finest practice knowledge
• Identifying and reacting to risks and opportunities to improve our services and processes

To qualify for the role you must have

• A bachelor's degree in Accounting, supported by significant tax or financial planning experience
• CPA license or a licensed Attorney is required
• Minimum of 8 years of work experience in professional services or professional tax organization
• A thorough understanding of estate and wealth planning
• Experience with federal and state personal and trust income tax
• Excellent collaboration and negotiation skills, and the confidence to challenge senior colleagues and stakeholders from a diverse range of backgrounds
• A thorough understanding of automated tax processing systems and laws within your area of technical professionalism

Ideally you’ll also have

• A proven record in high net-worth tax planning
• A proven record in a professional services environment
• Experience in coaching and mentoring junior colleagues
• Strong analytical skills and attention to detail
• The ability to adapt your work style to work with both internal and client team members

What we look for

We’re interested in tax professionals with a genuine interest in providing outstanding services to some of the world’s most influential people. Working with people from all backgrounds, from executives and entrepreneurs to investors and families, you’ll use your experience and status as a trusted advisor to maintain and further our reputation for excellence.

With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence.

Your key responsibilities

To be effective in EY-Parthenon’s Strategy and Execution Corporate Real Estate practice, you need to be able to make intelligent and informed decisions about people, place, and technology. You will be an important part of our diverse, talented, and highly experienced team and work at the forefront of high-profile corporate real estate engagements.

As a Director within EY-Parthenon’s Strategy and Execution CRE practice, you will spend your days working on strategic and/or operational corporate real estate issues, while working with practice leadership and client management to deliver innovative solutions. A Director should have broad knowledge of at least three core CRE consulting disciplines - including CRE operating model and organizational design, service delivery and outsourcing analysis, CRE support for M&A / Divestiture transactions (pre-deal due diligence, integration support, and separation support), portfolio, workplace, occupancy strategy, and CRE IT / digital workplace strategy. This knowledge should be grounded in a passion for solving complex and often ambiguous client challenges. You will manage and execute projects across all sectors, supporting our client service teams across a national practice.

Skills and attributes for success

• Develop innovative approaches to completing scopes of work.
• Participate in team problem solving efforts and offer ideas to solve client issues.
• Inspire teamwork and responsibility with engagement team members and use current technology/tools to enhance the effectiveness of deliverables and services.
• Develop presentation materials, briefings, scorecards, and implementation documents.
• Maintain responsibility for completion and accuracy of work products.
• Assess operating models, organizational structures, and business processes to streamline corporate real estate and facilities management service delivery.
• Actively expand consulting skills and professional development through training courses, mentoring, and daily interaction with clients.
• Manage the creation of proposals, presentations and other client-facing materials and deliverables.
• Communicate EY's point of view on relevant and current CRE topics and trends.
• Analyze and draw insights from complex data sets.
• Conduct relevant research, data analysis, and create reports.
• Work in a fast-paced, exciting environment with strong business acumen to drive value to our clients.
• Client-service oriented work ethic, driven by a desire to act.
• Strong interpersonal and relationship building capabilities.
• Outstanding listening, written and oral communication skills.
• Exceptional ability to present and articulate ideas through storytelling.
• Passion for strategic and creative problem solving.
• Intellectual curiosity and comfort with ambiguity.
• Ability to foster and refresh ongoing client relationships.
• Comfort working across multi-disciplinary, collaborative, and distributed teams.
• Eagerness to mentor and counsel junior staff.
• Ability to work independently and manage multiple task assignments.

To qualify for the role, you must have

• A bachelor’s degree in Accounting, Engineering, Architecture, Business, Finance, or other business-related field and a minimum of 5 years of related work experience; or a graduate degree and a minimum of 3 years of related work experience.
• Credible, related work experience, supporting business development and driving delivery of strategic projects for a large client or set of clients in the field of corporate real estate, management consulting, workplace consulting, or technology consulting.
• Knowledge and experience in at least three of the core corporate real estate consulting disciplines of operating model design, organizational design, and service delivery, as well as portfolio, workplace, occupancy, location, sustainability, technology, digital workplace strategy, and M&A/Divestiture support.
• Experience supporting project management activities, such as resource planning, schedule development, engagement pricing, and budget management.
• Excellent analytical skills and the confidence to translate complex data into meaningful insights.
• Experience leading and managing in complex business environments.
• Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally.
• Exceptional writing and presentation skills.
• High proficiency with the MS Office Suite of Products.
• You must either reside in or be in a commutable distance to your office location for this position.
• The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs.

Ideally, you will have

• Prior professional services or management consulting experience.
• Graduate degree in a relevant field/discipline is preferred.
• Established networking skills.
• Professional accreditation in real estate, design, engineering, construction, project management and process improvements, such as PE, PMP, CCIM, QCPR, MCR, SLCR, CPM and Lean Six Sigma.
• Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot.

What we look for

We are looking for candidates who are highly motivated, analytical, logical thinkers with a passion for real estate and have a very strong attention to detail. Being a strong team player is critical with the ability to adapt to changing requirements or deadlines in support of our clients’ goals

Service Delivery Center – Financial Services Organization – A&A - Real Estate Fund Accounting

We are seeking a motivated Analyst to join our Service Delivery Center (SDC) Fund Accounting and Administration practice in Real Estate Fund Accounting. In this role, you will provide essential financial and management accounting support for real estate funds and help our clients meet regulatory, tax, and financial statement reporting requirements through our proprietary EY-developed technology platform. Additionally, you will help contribute to the development of junior team members.

Your key responsibilities

• Understand the intricacies of Real Estate fund operations and financial statement reporting
• Perform critical accounting activities, including capital calls, valuations, and transaction processing
• Collaborate with team members to gather and organize client data for reporting purposes
• Support the preparation of financial statements and reporting packages
• Be part of defining new procedures and controls to enhance the overall operational risk process
• Contribute to the technical development of the team by sharing knowledge and best practices
• Seek feedback and guidance from team leadership to enhance personal and team performance
• Drive high-quality work products within expected timeframes and budget
• Assist with managing risks and ensuring key stakeholders are kept informed about progress and expected outcomes
• Stay current on business and industry trends relevant to our clients, including the latest Real Estate fund structures and investment record keeping standards

s and attributes for success

• Understanding of processes and ability to execute detailed procedures based on knowledge of fund controllership, investment books and records, and/or financial statement processes, and regulatory filing principles
• Knowledge of Real Estate fund characteristics and the application of regulatory and financial reporting rules to those investments

• Critical thinking and problem-solving skills
• Ability to deliver client requirements in a regulatory-driven environment, process improvements, and understand operationally complex fund accounting principles
• Ability to develop relationships with team members across multiple geographic locations and time zones

To qualify for the role, you must have:

• Bachelor’s degree in accounting, finance, or a related field
• A minimum of 2 years of relevant experience in tax and/or accounting, preferably with a focus on Real Estate funds
• Analytical skills, especially an understanding of transaction posting, and investment trial balance debits and credits related to fund controllership, investment books and records and asset management

• Strong proven communication skills
• Proficiency in Microsoft Office Suite and willingness to learn firm-specific technologies
• An interest in working in an environment which encourages continuous learning, development and identification of opportunities for improvement of individual and team performance

Ideally, you’ll also have:

• CFA/ CPA (candidate)
• Effective project management, and organizational skills
• Experience working alongside colleagues at all levels of business
• Strong interest in regulatory reporting requirements or financial statement reporting
• Experience related to fund accounting, including the ability to conduct technical review and interpretation of SEC rules, regulations, FAQs

• Experience with software tools including document management systems, workflow systems, partnership accounting, investment accounting such as Yardi, eFront, Investran, or other investment sub-ledger software

What we look for

We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs