Tax Associate
ย
The Tax Associate, under the direction of the Tax Manager, will work to provide real-time forecasts, estimates and tax analysis across the organization. The Tax Associate will also be responsible for the preparation and filing of various tax reports.
Essential Responsibilities:ย
- Assist in the preparation and coordination of year-end partnership and corporate income tax returns across all entities.
- Provide daily updates of tax return status during filing season.
- Gather and compile information for cost segregation studies and any other tax credits.
- Assist in maintenance of forecasts and estimates based on various capital event scenarios.
- Manage tax basis depreciation schedules prepared by the accounting team.
- Receive and respond to all tax notices (Federal, State, Local) and problem solve solutions.
- Maintain tax basis equity schedules for all entities and investors.
- Prepare and remit sales/use tax and 1099 reports across all applicable entities.
- Maintain a master dashboard for parcels owned, property taxes assessed and property tax appeals.
- Prepare Tangible Personal Property tax returns.
- Support fund administration, client/investor relationships, and related financial processes from a tax perspective.
ย
Requirements:
- Education and Experience:
- Bachelor's degree in accounting is required
- Minimum 1 - 2 years of experience in public accounting (tax)
- Experience with real estate partnerships, REITs, private equity is a plus
- CPA or CPA candidate is preferred but not required
- Technical Skills and Core Competencies:
- Advanced proficiency in Microsoft Excel, with the ability to utilize pivot tables, and complex formulas to process large quantities of data
- Knowledgeable of property accounting is preferred, multi-family a plus
- Excellent written and verbal communication skills
- Strong analytical skills, with a focus on accuracy and thoroughness
- Eagerness and ability to learn in a fast-paced environment
- Strong interpersonal skills with the ability to interact effectively with all levels of staff, management, and external partners.
Physical Requirements
- Primarily sedentary work performed in an office environment.
- Ability to sit for extended periods while working at a computer.
- Frequent use of hands and fingers to operate a computer, keyboard, and office equipment.
- Ability to view a computer screen for extended periods.
- Ability to communicate effectively via phone, email, and in person.
- Ability to occasionally stand, walk, bend, or reach to retrieve or organize files or materials.
- Ability to lift, carry, or move up to 10-15 pounds occasionally (e.g., files, boxes of documents, office supplies).
- May require occasional visits to construction or project sites, which could involve walking on uneven surfaces or navigating active jobsite environments.
ย
Work Environment:
- Involves extensive computer use and regular use of phone, email and virtual collaboration tools (e.g., accounting systems, video conferencing).
- Standard business hours are expected.