Our client is seeking a Tax Specialist, Senior Associate to join their Real Estate Investment firm.
Job Description:
- Tax compliance management: Work with Tax Director & other tax staff on compliance oversight of specific funds & separate accounts, including: 1) Detailed review of accounting firm prepared returns, workpapers and K-1's. 2) Work with staff to maintain fund & separate account tax return compliance tracker. 3) Work with portfolio teams & compliance firms to manage tax return process for Y funds. 4) Ensure payments are made via check & epay/eftps, 5) Coordinate quarterly corporate, state non-resident withholding & FDAP?ECI withholding estimates. 6) Gather K-1's & returns from joint venture partners. 7) Manage investor documentation process, including W-8's, W-9's and QFPF certificates
- REIT compliance: 1) Coordinate & conduct first review of quarterly asset & annual income testing (teams & tax staff prepare schedules from system downloads, Tax Manager reviews & updates is needed based on analysis of REIT rules. 2) ownership of property service questionnaire process
- Development & maintenance of tax website on teams for housing of all fund & separate account tax documentation.
- Assist in the tax oversight of the to be formed alternatives funds, including compliance & other structuring matters.
- Oversee c0mpliance process for 40 ACT REIT, mainly property service questionnaires & acquisition due diligence as well as helping with E&P calculations, salt & local taxes
- Management of federal & state tax notice responses in accordance with fund & separate account policy
- Assist in the maintenance of FATCA & know your client documentation (Salesforce/ICIS). Provide support for ongoing FATCA compliance & processes
- Audit support: 1) Preparation of tax provisions. 2) Coordinate REIT testing & audit deliverables with audit firm. 3) Preparation of FIN 48 memo
- Job Requirements:
- Minimum of 6 years tax experience, preferably within taxation department of Big 4 firm
- CPA & Bachelor's degree in finance, accounting or taxation
- Real estate experience is mandatory
- Capable of managing own work load & tax related deadlines of the portfolio finance teams
- Excellent verbal & written communication skills
- Ability to work independently & assist with the integration oft ax protocol across firm & work with individuals at all levels within multiple business disciplines