Tax Manager

Overview

• Manage tax compliance across diverse real estate and family office structures, ensuring accuracy and adherence to regulations.
• Collaborate with senior leadership to optimize tax strategies and processes for complex entity types.
• Provide expertise in real estate taxation, partnerships, and high-net-worth individual structures.
• Contribute to generational wealth planning and structuring considerations for new investments.
• Monitor evolving tax laws and assess their impact on organizational compliance and planning.
• Develop and maintain efficient tax processes and documentation from the ground up.
• Support quarterly estimates, year-end reporting, and tax provisions for all entities.
• Ensure timely compliance with filing deadlines across multiple jurisdictions.

Key Responsibilities & Duties

• Prepare and review federal, state, and local tax filings for partnerships, RE entities, and K-1s.
• Coordinate with external advisors to ensure compliance and efficiency in tax matters.
• Maintain tax workpapers, documentation, and support schedules across entities.
• Partner with accounting, finance, and investment teams for accurate tax treatment of transactions.
• Assist with tax planning initiatives, including structuring considerations for new investments.
• Monitor and assess implications of evolving tax laws on investments and family office structures.
• Support tax compliance and planning for trusts, estates, and high-net-worth individuals.
• Ensure timely compliance with filing deadlines across multiple entity types and jurisdictions.

Job Requirements

• Bachelor of Science (BS) degree in Accounting, Finance, or related field.
• 6–10+ years of experience in tax compliance and planning, preferably in real estate.
• Experience with family office, trusts, estates, and high-net-worth individuals preferred.
• CPA certification strongly preferred.
• Public accounting background with real estate clients is advantageous.
• Ability to operate in a lean environment and build processes from the ground up.
• Strong knowledge of tax laws and regulations affecting real estate and family office structures.
• Proficiency in managing complex tax filings and compliance across multiple jurisdictions.