Enhance your expertise in strategic planning and tax analysis within a dynamic real estate portfolio. Collaborate with senior advisors on impactful financial initiatives and estate planning strategies. Develop advanced financial modeling skills and contribute to meaningful decision-making processes.
Strategic Planning And Tax Associate
in Accounting + Finance PermanentJob Detail
Job Description
Overview
- Contribute to strategic planning and tax analysis for a diverse real estate portfolio.
- Support the Chief Financial Officer in financial initiatives and compliance workflows.
- Collaborate with external advisors on tax planning, estate planning, and charitable giving strategies.
- Assist in asset management tasks including property analysis, budgeting, and investor reporting.
- Develop financial models and perform scenario analysis for strategic decision-making.
- Engage with joint-venture partners, lenders, and legal counsel to ensure project success.
- Maintain and enhance internal reporting templates and asset management systems.
- Opportunity to gain expertise in financial modeling and real estate analysis.
Key Responsibilities & Duties
- Coordinate tax compliance workflows with third-party accountants and ensure timely execution of filings.
- Prepare supporting schedules and summary materials for financial reporting and analysis.
- Review and interpret financial statements and tax documents for accuracy and compliance.
- Assist in managing project budgets, forecasts, and cash flow analyses.
- Prepare investment memoranda and maintain asset management reports.
- Support construction activities and coordinate with property managers and consultants.
- Perform analyses of accounting reports and real estate metrics to identify opportunities.
- Collaborate with external advisors on strategic tax and estate planning initiatives.
Job Requirements
- Bachelor's degree in finance, accounting, or economics from a recognized institution.
- CPA designation or 1–2 years of public accounting experience preferred.
- Proficiency in Excel, Word, and PowerPoint for reporting and analysis tasks.
- Strong analytical skills and experience in portfolio reporting and liquidity planning.
- Ability to interpret legal documents and financial statements accurately.
- Knowledge of real estate financial concepts such as IRR, NPV, and cap rates.
- Excellent communication and problem-solving skills with attention to detail.
- Experience in asset management and investor reporting is advantageous.
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