The Senior Tax Accountant position requires a highly motivated professional with demonstrated relevant tax experience. The Senior Tax Accountant will support the Director of Tax in all tax functions (excluding property and payroll taxes) for Bell Partners and its related investment vehicles. The Senior Tax Accountant will assist with the preparation or review of tax compliance work, management of external staff (including coordination with internal business partners), and with technical tax research activities.
This is a hybrid role: 4 days in the office (Raleigh, Charlotte, or Greensboro)
Essential Functions and Responsibilities - Review federal/state/local income, franchise, and sales and use tax returns prepared by third-party tax advisors
- Execution of tax return and K-1 delivery process to ensure timely completion of deliverables, including providing information to third-party tax advisors
- Complete or coordinate submission of tax filings and payments to government agencies
- Complete certain aspects of investor reporting
- Prepare internal tax estimates or review estimates prepared by third parties
- Review quarterly and annual REIT tests and assist with REIT qualification process
- Remain current with federal and state tax law changes
- Research tax issues using external materials, and prepare written summary of findings and recommendation
- Provide support for tax audits and controversies, including the preparation of notice responses
- Assist accounting department with appropriate tax accrual entries and other critical US GAAP analyses
- Manage LLC annual report renewals in all jurisdictions required by leveraging outsourced provider
- Review unclaimed property filings prepared by outsourced provider
Additional Functions and Responsibilities- Additional duties as assigned
Knowledge, Skills and Abilities:- Strong organizational skills and ability to handle multiple tasks to ensure work is completed on time
- Great attention to detail, ability to solve practical problems quickly, and ability to work well under pressure with minimal guidance and supervision
- Direct experience and knowledge of partnership taxation required
- Experience working with REITs and multi-state real estate investment portfolios preferred
- Good verbal and written communication skills
- Professional, punctual, responsible, and a self-starter
- Ability to work successfully on a team
- Willingness to provide exceptional customer service
- Ability to demonstrate the Bell Core Values
- Must be able to maintain confidentiality
- Must be proficient with Adobe, Excel, Word, and Outlook
Education and Background:- 4-year degree in Accounting or Master of Accounting
- CPA certification preferred
- 2+ years of relevant tax experience at a public accounting firm
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