Tax Manager (Real Estate)

Tax Manager (Real Estate) Overview

• Lead tax compliance and planning initiatives for a diverse real estate portfolio, ensuring adherence to regulations and optimizing financial outcomes.
• Provide expertise in partnership taxation and multi-tiered ownership structures to support strategic decision-making and operational efficiency.
• Collaborate with cross-functional teams to develop innovative tax strategies tailored to real estate operations.
• Oversee tax audits and address inquiries from authorities, ensuring compliance and minimizing risks.
• Implement advanced tax technology solutions to streamline workflows and enhance organizational efficiency.
• Stay informed on evolving tax laws and assess their implications on real estate transactions and operations.
• Support compliance with affordable housing tax credits and related regulations, contributing to community-focused initiatives.
• Develop proactive strategies to minimize tax liabilities while ensuring full regulatory compliance.

Tax Manager (Real Estate) Key Responsibilities & Duties

• Manage federal, state, and local tax compliance for real estate partnerships and entities, ensuring accuracy and timeliness.
• Prepare and review partnership tax returns, including detailed analysis of Schedules K-1.
• Advise on tax-efficient structures for acquisitions, dispositions, and refinancings to optimize financial outcomes.
• Analyze tax implications of property transactions and partnership allocations, providing actionable insights.
• Coordinate with external advisors and legal counsel to address complex tax matters effectively.
• Ensure compliance with affordable housing tax provisions and HUD programs, supporting community-focused initiatives.
• Implement and maintain robust tax policies, procedures, and internal controls to ensure organizational compliance.
• Collaborate with finance and development teams to structure transactions strategically and optimize tax outcomes.

Tax Manager (Real Estate) Job Requirements

• Bachelor's degree in Accounting, Finance, or a related field is required; CPA certification preferred.
• Minimum of 7 years of progressive tax experience, with a focus on real estate taxation.
• Extensive public accounting experience at a regional or national firm is highly desirable.
• Expert knowledge of partnership taxation and multi-tiered ownership structures is essential.
• Proficiency in tax research tools and advanced Excel skills for financial modeling.
• Experience with Low-Income Housing Tax Credit regulations is preferred but not mandatory.
• Strong attention to detail and ability to manage multiple priorities effectively.
• Excellent communication skills and a collaborative approach to team-based problem-solving.