Tax Partner - Real Estate Debt Funds

RSM has an exciting opportunity for a Federal Tax Partner focusing on real estate debt funds and mortgage REITs to join our Real Estate practice. This Tax Partner will lead the efforts of multiple teams on client engagements; plan execute direct and complete tax projects in the Real Estate industry; provide innovative tax planning consulting and compliance expertise to clients; market sell design and implement taxplanning strategies for clients and manage to budget.

Successful candidates will have deep debt fund and REIT experience with industry expertise in real estate lending and financial products and will have a strong network within the local business community and a proven track record of developing new business and leveraging trusted relationships.

As a Tax Partner at RSM you will have an important role in developing mentoring and coaching our people to achieve challenging and rewarding careers and developing them into future leaders of our firm.

Responsibilities:

• Client Service Manage and build trusting client relationships; understand clients business challenges and goals; work collaboratively with clients and service teams to deliver exceptional value and quality; manage and drive the success of multiple engagements while enhancing profitability; provide additional insights and business solutions that result in expanded business to clients.

• Business Development Lead the development and execution of growth strategies; actively represent the firm in the business community to promote our brand and capabilities; develop and close new business.

• People Management Attract develop and retain top talent; serve as a mentor and coach for emerging leaders; ensure effective communication and alignment of priorities.

• Expertise Development Stay current on latest regulatory and legislative developments and the firms standards and policies; continue to expand expertise in technical areas and develop industry specialization within the Real Estate industry.

Basic Qualifications:

• Bachelors degree in Accounting and CPA

• 12 years in public accountingwith experience in debt funds and mortgage REITs

• Strong knowledge of various real estate debt investment platforms and constructs including senior secured first mortgage loans bridge financing mezzanine debt preferred equity and various mortgagebacked security positions

• Structuring experience with use of different vehicles (REIT and nonREIT) to accommodate various debt investment strategies including originate and syndicate; originate and hold; purchase and hold; and distressed workouts

• Familiarity with the tax accounting implications and broader impact on REIT and nonREIT vehicles of various asset types (i.e. debt vs. equity investment inventory secured debt nonsecured debt modified debt foreclosure property hedges etc.) and revenue streams (i.e. character and timing of income recognition interest income vs. distributable share of real estate activity gain/loss on disposition stated interest unstated interest fees for services gain/loss on modification or foreclosure hedge income etc.)

• A proven record of building profitable sustainable client relationships

• A proven record of simultaneously managing multiple projects and engagement teams for various clients

• A proven record of collaborating with members of different service lines to bring the full power of the firm and elevate the quality of deliverables and overall client and talent experience of key stakeholders (i.e. SALT ITAX Transfer Pricing Income Tax Provisions Audit Consulting etc)

• Highly developed problem solving and analytical skills

• Project management and critical thinking skills

• Excellent written and verbal communication skills

• Strong Microsoft Excel and Word skills required

• Outstanding organizational and time management skills; ability to prioritize multiple assignments