Real Estate Tax Associate

Overview

• Contribute to a leading real estate investment firm as a Tax Associate.
• Manage tax compliance processes, focusing on REIT qualification and taxation.
• Collaborate with accounting and financial reporting teams to ensure accuracy.
• Engage in a dynamic, hybrid work environment promoting professional growth.
• Leverage your expertise in public accounting to enhance operational efficiency.
• Participate in a culture valuing creativity, collaboration, and integrity.
• Utilize advanced financial software to support tax forecasting and compliance.

Key Responsibilities & Duties

• Coordinate and review federal, state, and local income tax returns with external advisors.
• Prepare quarterly estimated payment and extension payment calculations.
• Analyze general ledger data to support tax compliance and forecasting.
• Maintain tax fixed asset ledgers and streamline related processes.
• Assist in quarterly and annual REIT asset and income tests.
• Support shareholder reporting, including preparation of Forms 1099-DIV.
• Coordinate documentation for tax audits and collaborate with external advisors.
• Manage partnership tax matters, including Schedule K-1 allocations.

Job Requirements

• Bachelor’s Degree in Accounting or Taxation required; CPA license preferred.
• 2-3 years of real estate tax experience in public accounting preferred.
• Proficiency in Microsoft Excel and financial software applications.
• Strong analytical skills and ability to manage multiple deliverables.
• Experience with REIT taxation and compliance considered an advantage.
• Excellent written and verbal communication skills.
• Ability to work effectively in a fast-paced, collaborative environment.