Senior Tax Analyst – Real Estate

About Us

Marcus & Millichap Company (MMC) is a real estate leader and pioneer with a diverse family of companies offering Real Estate Services, Real Estate Investments, and Real Estate Development. Each MMC company is a distinct fusion of real estate specialization and innovation, powered by a culture of loyalty that permeates throughout the Marcus & Millichap organization. To find out more about the company, visit www.mmcrealestate.com.

Position Overview

We are seeking a highly motivated Senior Tax Analyst to join our dynamic team in Palo Alto, California. Reporting directly to the Director of Tax, this role offers a unique opportunity to work at the intersection of real estate investment, development, and corporate tax strategy. You will play a key role in managing tax compliance and planning for a diverse portfolio of real estate partnerships and corporate entities.

This position is ideal for professionals looking to transition from public accounting to industry or for those with in-house tax experience seeking broader exposure and ownership. You will collaborate closely with internal accounting teams and external CPA firms to ensure timely and accurate tax filings, while also contributing to strategic tax planning initiatives.

At Marcus & Millichap Company, we offer more than just a job—we provide a platform for growth, learning, and meaningful impact. You will enjoy:

• High ownership of your work and visibility across the organization
• No billable hours, allowing you to focus on quality and outcomes
• Exposure to complex tax structures and dual year-end reporting (December 31 and March 31)
• A collaborative, supportive team environment with strong leadership
• A prime location near Caltrain, with great restaurants and shops within walking distance

This is a fantastic opportunity to deepen your tax expertise in a fast-paced, high-growth real estate environment while enjoying a healthy work-life balance.

Primary Duties & Responsibilities

Tax Compliance:

• Prepare/review tax PBC schedules with external CPA for the annual federal and multi-state tax return compliance.
• Prepare/review standard tax work papers, such as M1 and fixed assets roll forward schedules, tax basis balance sheets, tax capital accounts roll forward schedules, and tax returns to ensure proper documentation and support of tax positions.
• Coordinate with external CPA firms for federal and state tax filings, including quarterly estimated and extension payments calculations.
• Ensure all tax compliance, tax returns, and tax payments are filed timely.
• Update entity tracker for tax return filings, new entity setups and terminations, and payment statuses.
• Resolve IRS and state tax audits and notices.

Tax Planning & Analysis:

• Prepare deferred income taxes under ASC 740 for the annual audit.
• Perform analytical review of property-related financials for tax return reporting and quarterly tax projection purposes.
• Support various collaborative projects, including assisting with tax compliance, estimates for Corporation and Individual partners, provisions, and planning.
• Research tax issues as needed.

Collaboration & Communication:

• Work closely with the corporate and subsidiaries’ accounting groups internally.
• Coordinate with external joint venture investors for tax reporting.
• Appropriately delegate work to and supervise tax administrative staff.

Process Improvement & Documentation:

• Document tax procedures and streamline and enhance processes when possible.
• Take on other projects as needs arise (e.g., city business and local excise tax returns).
• Other duties as required.

Knowledge, Skills & Abilities

• Familiar with real estate partnership and corporate tax technical knowledge.
• Experience with federal and multi-state partnership and corporate tax returns.
• Enthusiastic and proactive with a ‘can-do’ attitude.
• Excellent written, verbal, and interpersonal communication skills.
• Solid Microsoft Excel skills (index match, sum-ifs, pivot tables, etc.) are required.
• Positive, eager to learn, and take on challenges.
• Able to work both independently and collaborate as part of a team.
• Able to manage multiple projects simultaneously.
• Able to work in a fast-paced, high-growth environment.
• Strong accounting, analytical, problem-solving, and organizational skills.
• Tax preparation and research software knowledge is preferred (i.e., ProSystem and RIA Checkpoint).

Qualifications & Education

• A Bachelor of Science in Accounting or a related field (Experience with real estate investment structures, such as REITs, joint ventures, is a plus).
• 3-5 years of experience with partnership tax-related matters, either in a public accounting firm or equivalent experience in a real estate or a private equity company tax department.
• A CPA license is a plus.

Benefits Overview

The compensation plan for this role will be commensurate with the skills required for the position. As such, it will be comprised of a base salary and an annual performance-based incentive, which is determined upon individual and portfolio performance. The Company offers a comprehensive benefits package to include:

• Paid Time Off + Paid Holidays
• Paid Sick Time
• 401k + Employer Contribution
• Medical (H.S.A./HDHP option w/ Employer Contribution)
• Dental
• Vision
• Flexible Spending Accounts
• Group Term Life/AD&D
• Voluntary Life/AD&D
• Long-Term Disability
• Buy-Up Long-Term Disability
• Employee Assistance Program
• Other Voluntary Plans

Depending on the role, other benefits such as commissions, an educational assistance program (tuition reimbursement), a referral program, and/or a car allowance may be applicable.