Department: Tax

Reports to: VP, Tax

Location: Chicago, IL

This role will be performed onsite in the Chicago office.

ABOUT THE ROLE

The Senior Associate, Tax will support the tax function across AJCP's investment vehicles and operating platforms. This role will assist with tax compliance, reporting, structuring, and planning initiatives throughout the investment lifecycle while partnering closely with AJCP's accounting team and third-party tax advisors.

WHAT YOU WILL DO

• Support the management of third-party tax preparers for federal, state, and local tax filings, extensions, quarterly estimates, and investor reporting across AJCP's investment vehicles
• Assist in reviewing tax workpapers, book-to-tax adjustments, allocations, tax forms, and K-1s to help ensure accurate and timely filings
• Coordinate with accounting, fund, and investment teams to support tax compliance and reporting requirements throughout the investment lifecycle
• Develop a working understanding of AJCP's investment structures, operating agreements, debt arrangements, management agreements, leases, and other significant contracts
• Support tax structuring and planning initiatives related to acquisitions, dispositions, financings, and ongoing operations
• Assist with REIT compliance testing and Qualified Opportunity Zone compliance requirements
• Prepare and maintain taxable income estimates and other investor-related tax reporting deliverables
• Coordinate recurring meetings and information requests with external tax advisors and internal stakeholders
• Assist with responses to federal, state, local, and international tax filings tax notices and related inquiries
• Help maintain tax compliance calendars, filing trackers, and internal documentation to support timely execution across the tax function
• Partner with the VP, Tax, accounting team, and external advisors to prepare internal tax and structuring memoranda for investments and transactions
• Stay current on tax law developments, real estate industry trends, and partnership tax matters relevant to AJCP's investment strategies
• Support additional projects and initiatives as AJCP continues to grow

Requirements

WHO YOU ARE

AJCP is seeking a highly-motivated individual who enjoys working in a fast-paced, but disciplined, entrepreneurial environment. The ideal candidate is highly detail-oriented, execution-focused, and motivated to grow within a fast-paced, but disciplined, entrepreneurial environment. This role also requires the following capabilities:

• Experience managing the tax function for a PE firm or investment advisor, or as a professional services firm representative acting as an advisor to/tax preparer for such firms
• Know how to support cross-functional decision making by providing clear, accurate, and timely information
• Ability to clearly and effectively communicate with senior executives, investors, lenders, and other external stakeholders
• Critical thinker who loves solving complex problems outside of their comfort zone
• Meticulous attention to detail and the highest standards for accuracy, timeliness, and precision
• Demonstrated ability to collaborate with others and lead cross-functional project teams
• Ability to deal effectively with ambiguities and manage multiple projects through completion, often under tight deadlines, with competing priorities
• Strong technical knowledge of partnership and investment company tax concepts
• A technology-forward approach to problem solving, with the ability to evaluate, recommend, and implement new systems as applicable

YOUR QUALIFICATIONS

Required

• 2+ years of progressive tax experience with Big 4 or private equity/investment advisor firms in the real estate industry with partnership and REIT experience
• A bachelors' degree in Accounting, Finance, Economics, or another business-related field
• Licensed CPA
• Advanced MS Excel capabilities and experience with one or more tax application systems

Preferred

• An advanced degree, such as a Master of Accountancy / Taxation or a Master of Business Administration / MBA
• Knowledgeable of investment fund tax accounting concepts, including partnership tax accounting, tax allocations, management and incentive fees, PFICs, and CFCs, and experience in tax planning, structuring, forecasting, and reporting
• Experience in a broad base of real estate asset classes, including hospitality, multi-family, office, and retail
• Ability to perform under tight deadlines
• Ability to build rapport with internal and external counterparties

In compliance with local law, we are disclosing the compensations, or range thereof, for roles that will be performed in Illinois. Actual salaries may vary based on various factors including but not limited to location, experience, role and performance. The range listed is just one component of AJCP's total compensation package for employees. Pay Range: $90,000-$120,000. Other rewards may include annual bonuses. In addition, we provide a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off.

Salary Description

$90,000-$120,000