The Sherbert Group

Compensation

Full Description

Company Description The Sherbert Group is a premier full-service provider of accounting, tax, consulting, development, and management services to the real estate tax credit industry. With a combined portfolio exceeding $3 billion, we serve clients nationwide. The Group consists of Sherbert CPA, PC; Sherbert Consulting, Inc.; Moxie Investment Funds; TMS Development and Construction Management; and SG Management. Our services span all asset classes within the affordable housing, conventional real estate, and not-for-profit industries. The Sherbert Group is looking for a Tax Credit & Real Estate Associate to become an integral part of our team. Responsibilities • Major programs of focus: Historic Tax Credits, Low Income Housing Tax Credits, Energy Tax Credits, New Markets Tax Credits, State Tax Credits, Opportunity Zones • Financial modeling for multi-tier real estate transactions • Reviewing real estate due diligence materials • Asset management of wide platform of investments • Researching federal and state tax statutes/regulations • Processing and reviewing construction draws • Working with consulting and investment divisions to grow investment and syndication platforms • Anticipating and addressing client concerns • Delivering quality service to clients in a timely manner • Effective communication with both clients and staff • Ad hoc tasks relating to Sherbert-owned properties Requirements • Microsoft Excel proficiency • Keen attention to detail • Ability to simultaneously work with multiple projects for various clients • Undergraduate (or preferably, graduate) degree in Accounting, Finance, Real Estate • Experience with real estate transactions • Experience with partnerships and tax – preferred • Position located in Charlotte About Us The Sherbert Group is a fast-growing accounting / consulting / development / investment firm located in the Ballantyne area of Charlotte. We work almost exclusively with real estate developers and our clients include some of the premier developers in the country. We also have a robust development division of our own, and recently completed the largest historic rehabilitation to date in the State of South Carolina. Our projects include some of the most interesting and exciting projects in their markets, many involving various federal and state tax credits, as well as investments under the federal Opportunity Zone program. We truly have a passion for real estate and we expect our personnel to have that same passion and dedication to their work. We offer a work environment that is second to none, including on-the-job training, direct access to managers and principals and opportunity for advancement in multiple areas. Job Type: Full-time Experience: • real estate: 1 year (Required) Work Location: In person