Real Estate Tax Expert - Fully Remote

About the Role

The successful candidate will work closely with research teams to improve AI performance in real estate tax workflows, providing expert feedback and identifying areas for improvement. This collaboration is key to developing and refining AI models that can accurately handle complex tax scenarios, making the role both challenging and rewarding for those with a passion for tax and technology.

Given the remote nature of the work, strong analytical and writing skills are essential, along with the ability to work independently and manage time effectively. The candidate will also need to possess excellent communication skills to collaborate effectively with the research teams and provide clear, structured technical feedback.

What You Will Do

• Review and annotate AI-generated outputs related to real estate tax structuring and planning to ensure accuracy and relevance.
• Evaluate model reasoning on 1031 exchanges, depreciation (MACRS), and cost segregation studies to identify potential errors or areas for improvement.
• Validate treatment of depreciation recapture and capital gains calculations to ensure compliance with tax regulations.
• Assess partnership tax allocations, §704(b) capital accounts, and waterfall tax implications to provide comprehensive feedback.
• Analyze tax considerations in asset vs. entity-level real estate transactions to advise on the most tax-efficient structures.
• Provide expert feedback on real estate-specific tax credits and incentives to help maximize tax savings.
• Identify compliance risks, technical misapplications, or structuring inefficiencies in AI-generated outputs.
• Collaborate with research teams to improve AI performance in real estate tax workflows through targeted feedback and guidance.
• Develop and maintain a deep understanding of current tax laws and regulations affecting real estate transactions to ensure the AI models are updated and accurate.

What We Are Looking For

• A minimum of 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 the ability to provide structured technical feedback.
• A CPA, JD (Tax), or equivalent experience is preferred.
• Excellent communication and collaboration skills to work effectively with research teams.

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.
• Familiarity with AI-driven tax planning tools and technologies.

Benefits and Perks

• Competitive hourly compensation based on experience.
• The opportunity to work on the forefront of AI-driven tax planning.
• Fully remote work arrangement, offering flexibility and work-life balance.
• Collaboration with a team of elite professionals in a dynamic and innovative environment.
• Professional development opportunities through working with leading AI research labs.
• Access to cutting-edge technologies and tools in tax planning and analysis.

• Ensure your resume and cover letter highlight your experience with real estate tax advisory, transaction tax, or partnership taxation, and be prepared to provide examples of your work.
• Familiarize yourself with AI-driven tax planning tools and technologies to demonstrate your ability to adapt to new technologies.
• Develop a portfolio of your work, including examples of complex tax structures you've analyzed and feedback you've provided, to showcase your expertise during the interview process.
• Prepare to discuss your understanding of current tax laws and regulations, especially those related to real estate transactions, to demonstrate your expertise.
• Be ready to provide specific examples of how you've identified and mitigated compliance risks or structuring inefficiencies in your previous roles.
• Consider reaching out to professionals in your network who have experience in real estate tax or AI-driven tax planning for insights and advice on the application and interview process.