Full Job Description
Role Overview:
We are seeking a Tax Manager to step into a business-critical seat supporting a growing real estate fund platform. Reporting to the Senior Tax Director and working closely with the CFO and the asset management team, you will oversee tax for the firm's funds, joint ventures, and management company.
Key responsibilities:
• Review quarterly and year-end reporting packages from property managers, CPA firms, and JV partners across 50+ properties
• Review tax workpapers, returns, and payment vouchers prepared by third-party CPA firms
• Prepare year-end tax projections, estimates, and K-1 estimates
• Review and monitor 704(b) and tax capital accounts for closed-end and open-end funds
• Prepare annual ASC 740 reporting packages and tax provision calculations
• Monitor REIT and Opportunity Zone compliance and review the related workpapers
• Support withholding compliance, including E&P computations and 1042 review
• Maintain JV and fund tax leverage analyses and related schedules
• Respond to federal, state, and local tax notices
• Handle investor tax questions, ad hoc asset management requests, tax research, and memos
Experience Desired:
• 7 to 12 years of tax experience, with real estate partnership or fund tax as the core
• Experience reviewing tax workpapers and returns prepared by third-party CPA firms
• Advanced partnership taxation knowledge
• Advanced Excel, including building and updating tax waterfall models
• Real estate private equity or debt fund background preferred
