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Beech Valley Solutions · 1 week ago

Tax Director - Real Estate Partnership

United States

Full-time

Remote

Mid, Senior Level

$165K/yr - $180K/yr

6+ years exp

Beech Valley Solutions is assisting a premier real estate investment and asset management firm in their search for an experienced Director of Tax. This role will lead the firm’s tax planning, compliance, and reporting functions, managing complex partnership tax matters and supporting the company's strategic goals.

AccountingFinancial ServicesFreelanceRecruiting

Growth Opportunities

Hiring Manager

Whitney Aycock

Responsibilities

Lead all aspects of tax compliance and reporting across their platform

Manage multi-layered 704(b) financial records, including preparation of targeted income allocations and tracking of markups by investor and by property

Oversee preparation of federal and state partnership tax returns in collaboration with external tax advisors

Coordinate all tax filings and reporting, including personal property tax, sales tax, 1099s, tax payments, and resolution of tax compliance matters. Ensure timely filing with taxing authorities

Maintain and reconcile investor tax capital accounts, including tracking of transfers, built-in gains, and historical allocations

Maintain fixed asset ledgers for book, tax, AMT, and state purposes, including depreciation and amortization schedules, compliance of capital expenditures, and tenant improvement accounting

Manage and interpret cost segregation studies for newly acquired properties

Provide proactive analysis on anticipated gains/losses for asset dispositions and investor-level impacts

Support transaction structuring and tax forecasting for new acquisitions and dispositions

Partner with internal finance team to continuously improve tax processes, systems, and reporting

Qualification

Real estate partnership taxationCPATax complianceTax accounting skillsSubchapter K taxationAnalytical skillsFinancial operations managementCollaborative work

Required

Expertise in real estate partnership taxation and 704(b) compliance is essential and required

CPA is required

Extensive experience in managing tax within private real estate funds, 6-8 years of progressive experience

Expertise in maintaining 704(b) records and coordinating with external CPA and professional service firms

Excellent analytical, technical, and tax accounting skills with proficiency in partnership returns, joint venture and non-corporate entity tax returns and understanding of Subchapter K partnership taxation required

Ability to work collaboratively and foster a cooperative environment with the Treasurer, Controller, and other team members

Demonstrated ability to manage complex financial operations and ensure compliance with tax regulations