Job description

We are looking for a senior level tax professional to join our fund accounting team.

Reporting to the CFO, the Director of Tax is responsible for overseeing all aspects of the firm’s income tax compliance, including federal and state tax, and tax planning activities, as well as other projects as directed. The scope of responsibility includes the firm’s various real estate funds, REIT’s and other limited liability companies and partnerships.

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QUALIFICATIONS: *

Education:

• Bachelor's degree (B.S) in Tax or Accounting required.
• Master’s in Taxation or Master’s in Professional Accounting (MPA) required.

Training & Experience:

• Minimum of 8-10 years of public accounting with a Big 4 accounting firm, or similar mid-tier public accounting firm
• 12 to 15 years tax experience, especially with real estate investment trusts (REITs), fund environment
• Ability to manage large tax compliance processes and assignments (150 to 250 entities)
• Strong technical knowledge of US real estate, REIT, and partnership tax rules
• Corporate and partnership income tax return preparation experience in in a multi-state environment
• Current working knowledge of Generally Accepted Accounting Principles (GAAP)
• Excellent critical thinking, problem solving, and sound judgment
• Basic understanding of cross-border tax issues and US treaty analysis helpful
• Opportunity zone tax handling helpful

Technology:

• MS Excel –expert level required.
• MS Word – Intermediate level required.
• Yardi – working knowledge required.

Licenses, Certifications & Special Requirements:

• Public Accounting Certification (CPA) required.

ESSENTIAL FUNCTIONS:

• Responsible for oversight and ultimate completion and filing of federal, international, and state income tax returns including all related analysis and support
• Reviews federal and state tax returns for real estate investment trusts (“REIT”), partnerships and taxable REIT subsidiaries, including estimates and extensions
• Oversees performance of REIT tests and REIT administration activities
• Manages and coordinates preparation and filing of Federal and State tax returns with the outside CPA firms / tax advisors
• Oversees US tax withholding on cash distributions by the Funds
• Reviews tax compliance process for real estate funds and Schedule K-1 tax reporting packages to US investors, tax returns, and tax projections throughout the year.
• Monitors systems and processes to efficiently compile information for tax compliance, adjusting as needed to gain efficiency - simplifying and automating the tax department processes as much as possible.
• Reviews and/or creates a schedule of book/tax variances and year-end tax adjustments. Analyses general ledger transactions with additional consideration related to acquisitions and dispositions
• Coordinates tax preparation process with accounting, acquisition, treasury, HR, and other business groups or functional areas
• Oversees any federal and state tax audits of US entities, including handling of notices received from taxing authorities
• Advises senior management of the business impact of new tax laws and related income tax regulations, court decisions and proposed tax legislation.
• Researches federal and state tax issues and assist in the development of ongoing tax strategies in order to minimize tax liabilities
• Ensures appropriate control environment to safeguard and protect financial assets and ensure compliance with regulatory environment
• Responds to taxation questions (internal and external), including providing any ad hoc reports and other data required by stakeholders
• Ensures accurate and appropriate information and documentation is created regarding regulatory or compliance issues

Job Type: Full-time

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