Our client, a real estate private equity firm with a $10B+ portfolio, is seeking a Tax Senior. In addition to compliance, the successful candidate will get diverse exposure to transactions, acquisitions, due diligence and deal structuring. Our client can offer a great work/life balance (40-45 hour weeks year-round).
Responsibilities:
- Assist with coordinating the tax compliance process for all Funds, REITs, TRS structures, corporations and joint venture partnerships, including Federal and State Tax Returns, REIT compliance, and Fund capital transactions support.
- Review tax returns, extensions and quarterly estimate payments.
- Prepare roll forward tax basis schedules and income tax projections.
- Calculate gains and losses on disposition of real estate assets and assist in determining state tax projections/ withholding requirements.
- Handle all annual state report filings/ dissolutions, EIN’s and W-9’s.
- REIT compliance assistance with REIT income and asset testing, preparing TRS quarterly income projections and managing TRS contribution and distributions.
- Work with portfolio management group on preparing Fund and deal level IRR projections net of tax for GPs/LPs.
Requirements:
- Bachelor’s degree in accounting, finance or degree with concentration in tax
- Approximately 2-5 years of experience in public or private tax with experience in real estate
- Strong analytical skills
- Must be a collaborative team player with strong written/ verbal communication and presentation skills
- Good organization and time management skills with the ability to meet strict deadlines in a fast-paced environment
- Excellent attention to detail and accuracy along with ability to multitask and prioritize
- Motivated to perform and committed to effective client service
