Teams at Agora RE

Serve as senior reviewer and primary client contact for real estate partnership tax engagements: review federal and state partnership returns, manage client relationships, mentor junior preparers, oversee offshore teams, escalate complex issues to the CPA, and improve workpapers, checklists, and AI/automation workflows.

Prepare federal and state partnership tax returns and supporting workpapers for real estate sponsors and funds under senior review. Use the firms tax software and AI co-pilots, gather and organize client data, respond to reviewer comments, flag unusual items, and contribute to process improvements.

Generate qualified outbound and inbound sales opportunities through cold calling, emailing, and LinkedIn outreach. Qualify leads, schedule meetings, support sales team in calls, and participate in training to improve sales development skills. Communicate fluently in English and Spanish and manage a disciplined, data-informed outreach pipeline.