Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ram Narayanappa, CPA

San Ramon,CA

Summary

Experienced Real Estate Tax Manager with over 15 years of specialized expertise in managing Federal, State, and local income and franchise tax returns for real estate entities, including commercial backed mortgage financing, construction and home developers, storage management joint ventures, hotel management companies, and real estate investment partnerships. Proven track record in tax compliance and consulting services tailored to complex real estate structures, including multi-tier partnerships and REITS. Proficient in handling key federal tax forms such as 1120, 1120S, 1065, 1120-REIT, and related state filings, extensions, and quarterly projections/estimated payments. Extensive knowledge of recent tax legislation including TCJA, CARES Act, and OBBBA, applied effectively in real estate tax planning and compliance. Skilled in real estate-specific tax matters such as depreciation schedules, cost recovery methods, §199A, §163(j), bonus, depreciation,743(b) step up/down, disguised sale exception analysis, 263A cap and turn analysis, 99-5,6 Rev ruling analysis, CCM/PCM projections and gain/loss calculations. Experienced in preparing and reviewing Schedule K-1/K-3 packages for large real estate partnerships. Demonstrated ability to manage multiple engagements from preparation through delivery, including budgeting, pricing, and client communication. Adept at resolving IRS and state tax notices, acting as power of attorney, and assisting with entity formation and registrations.

Overview

1
1
Certification
13
13
years of professional experience

Work History

Tax Manager

Ernst & Young LLP (EY)
12.2023 - Current

Tax Supervisor

RSM US LLP
08.2021 - 12.2023

Tax Supervisor

Shea Labagh Dobberstein
01.2020 - 05.2021

Senior Tax Associate

Radius GGE USA Inc.
02.2018 - 01.2020

Senior Tax Associate

PwC LLP
05.2017 - 02.2018

Senior Tax Associate

Grant Thornton (India & Arlington, VA)
06.2013 - 04.2017

Education

MBA - Accounting & Finance

Symbiosis Center for Distance Learning
Pune, India
04-2012

Bachelor of Commerce - Accounting & Finance

Bangalore University
India
04-2007

Skills

  • Extensive expertise in US federal, state, and local tax compliance for C-Corporations, S-Corporations, partnerships, REITs and TRSs
  • Proficient in preparing and reviewing Forms 1120, 1120S, 1065, 1120-REIT, extensions, estimated tax payments, state tax filings, and Schedule K-1 packages for large and multi-tier partnerships
  • Proficient with GoSystem, OneSource, UltraTax, ProSystem fx, ProSystem fx Engagement, FAS, CCH, BNA, Excel-based macro-enabled tools, Microsoft Office, and Adobe PDF tools
  • Proven ability to manage multiple engagements from preparation through delivery, including budgeting, project pricing, engagement economics, deadline management, and client communication
  • Experience with international tax compliance forms, including Forms 1042, 8804-5, 5471, 5472, 8621, 8858, 8865, and 926, with working knowledge of GILTI, FDII, BEAT, and DRD provisions
  • Experienced in resolving IRS and state tax notices, acting as power of attorney, assisting with entity incorporation, and supporting state and local tax registrations
  • Lead US and service center staff and seniors through project kickoff meetings, workpaper coordination, status updates, client calls, and engagement delivery
  • Strong client service, communication, leadership, mentoring, project management, and organizational skills, with the ability to collaborate effectively with internal teams and clients
  • Strong leadership and mentoring skills, collaborating effectively with internal teams and clients to deliver comprehensive tax services

Certification

  • Enrolled Agent - Admitted to represent taxpayers before IRS (2018)
  • CPA - Certified Public Accountant (2026, VBOA)

Timeline

Tax Manager

Ernst & Young LLP (EY)
12.2023 - Current

Tax Supervisor

RSM US LLP
08.2021 - 12.2023

Tax Supervisor

Shea Labagh Dobberstein
01.2020 - 05.2021

Senior Tax Associate

Radius GGE USA Inc.
02.2018 - 01.2020

Senior Tax Associate

PwC LLP
05.2017 - 02.2018

Senior Tax Associate

Grant Thornton (India & Arlington, VA)
06.2013 - 04.2017

Bachelor of Commerce - Accounting & Finance

Bangalore University

MBA - Accounting & Finance

Symbiosis Center for Distance Learning
Ram Narayanappa, CPA