Jobs at Current Real Estate Advisors

Lead tax compliance, planning, and accounting for high-net-worth clients; manage complex tax returns and research; mentor and review staff; serve as local site leader overseeing office operations, culture, hiring, and change management while coordinating with firm leadership.

Review and approve complex federal, state, and local tax returns; provide technical guidance; identify tax-saving opportunities; research complex tax issues; manage client expectations and engagement timelines; collaborate with teams to ensure compliance and timely delivery; participate in process improvements and maintain tax preparation priorities and deadlines.

Lead and execute audit engagements: plan and oversee audits, supervise and train junior staff, review work for accuracy and compliance, perform risk and control assessments, complete timely audit reports, present findings, coordinate scheduling, research technical matters, and improve compliance and efficiency. Some minor travel required.

Perform detailed audit procedures, prepare and adjust workpapers from client trial balances, assist engagement planning, prepare compiled/reviewed financial statements and footnotes, and support accounting and audit engagements under supervision using firm software.

Prepare and review federal and state tax returns for individuals, partnerships, S corporations, and trusts; prepare K-1s; perform tax research and projections; communicate with clients; identify tax savings and planning opportunities; manage multiple engagements, ensure compliance, respond to notices, assist with audits, and maintain firm-standard workpapers using CCH software.

Manage day-to-day financial operations for a roster of music and touring clients, including cash management, bookkeeping oversight, tax coordination, payroll, tour and royalty reconciliation, and client communication. Supervise and train associates, prepare client financial presentations, and serve as primary liaison between clients and the tax team.

Lead regional operational performance for partnered accounting firms by deploying standardized operating playbooks, improving working capital (DSO, WIP, realization), coordinating FP&A/Controller, HR, legal, and technology efforts, enabling tuck-in integrations, and advising the Regional VP. Embedded at firm level to surface issues, drive accountability, and scale operational capacity across a multi-office portfolio.

Serve as the regional operational partner to the RVP, embedding at partner firms to deploy standardized operations playbooks, improve working capital (DSO, WIP, realization), coordinate FP&A/Controller support, HR/legal/tech functions, readiness for tuck-in acquisitions, and provide BI-driven performance insights. Drive capacity planning, operational discipline, and integration execution across a multi-office portfolio while advising leadership and ensuring accountability to targets.

Provide full-service bookkeeping and financial reporting for a portfolio of veterinary practice clients. Manage client relationships, perform QBO bookkeeping, reconciliations, month-end close, prepare reporting packages, assist with onboarding and integrations, use workflow systems to meet deadlines, and collaborate with leadership to improve processes in a fully remote environment.

Provide technical support for federal and state R&D tax credit studies and accounting method analyses. Gather and analyze client financial and operational data, document calculations and workpapers, perform tax research, assist with Form 3115 and cost segregation, support IRS examinations, and communicate with clients while collaborating with Managers and Partners on consulting engagements.

Lead review of clients' general ledger, closings, and journal entries; manage tax planning, preparation, review, compliance, and research for individual, fiduciary, corporate, partnership, and multistate returns; supervise team members, monitor financial performance versus budgets, and collaborate with Partners and Managers on projects and client work.

Process payroll for multiple clients across weekly, bi-weekly, and monthly cycles. Verify payroll data, ensure compliance with federal/state/local regulations, prepare tax filings (941, 940, W-2, 1099), generate reports, resolve discrepancies, support audits and reconciliations, and respond to client payroll inquiries while maintaining confidentiality.

Review and manage complex federal, state, and local tax returns for individuals and entities; provide technical guidance, identify tax-saving opportunities, research tax issues, collaborate with engagement teams, manage client expectations and deadlines, and support process improvements and compliance with firm standards.

Part-time internship supporting marketing and communications: create and distribute content, manage social media, update website, assist campaigns and events, track metrics, conduct research, capture photo/video, and support internal communications and branding.

Lead tax compliance and planning for individuals, corporations, and partnerships including OVDP/Streamlined filings. Prepare and review tax returns and journal entries, perform reconciliations, calculate GILTI, manage international tax forms (e.g., 5471, 8865, 8858, 5472, FBAR), advise on CFC/foreign partnership classifications and Check-the-Box elections, and maintain client relationships.

Support deal leads and the Integration Management Office to execute multi-workstream integrations for acquired accounting firms. Drive project timelines, track milestones and risks, coordinate cross-functional deliverables, manage partner relationships, maintain integration playbooks and status reporting, and support cultural assimilation and change management.

Lead end-to-end integrations of acquired accounting firms: manage project timelines, coordinate cross-functional workstreams (finance, IT, HR, compliance), build partner relationships, drive cultural assimilation and change management, execute and refine the integration playbook, and report progress and risks to senior leadership.

Prepare federal, state, and local individual, corporate, partnership, and trust tax returns; assist with tax planning, research tax issues, review client documentation, prepare workpapers, meet with clients, monitor deadlines, and collaborate with tax, audit, and accounting teams to ensure compliance and deliver client service.

Own planning and execution of internal, client-facing, and external communications for Current and joiner firms. Manage joiner firm launches, firm visit collateral, enterprise communications calendar, HubSpot email deployments, vendor coordination, branding standards, executive packaging, and presentation materials across channels.

Provide outsourced controllership and accounting services for small- and mid-sized private clients: manage month-end close, reconciliations, payroll entries, fixed assets, tax returns, compiled financial statements, and client advisory. Review and prepare journal entries, bank/credit card reconciliations, prepaid/accrual schedules, 1099s, and business personal property returns while coordinating deliverables with client managers.