Tax Manager (Real Estate Private Equity) - Daley and Associates

Tax Manager - Boston MA - Real Estate Private Equity

Our team is working with a leading Real Estate Private Equity fund based in Boston looking to hire a Tax Manager to their growing team. Reporting to the Head of Fund Tax, the candidate will play a central role in ensuring the timely and accurate delivery of tax compliance and reporting and collaborate with internal teams and external tax advisors on tax structuring and tax strategies for real estate, including REITs.

Responsibilities:

• Coordinate with external tax advisors and fund accountants to facilitate the timely preparation of fund tax return filings and K-1 reporting.

• Provide support to external tax return preparers in reviewing tax return workpapers, tax allocations and tax estimates.

• Partner with external tax advisors to review quarterly tax projections, US and state tax withholding and estimated payments.  Provide guidance on year-end tax reporting (Forms 1099, 1042, etc.).

• Assist with administration of fund entities that are taxable as REITs, including coordination of external REIT income and asset testing.

• Collaborate with the Head of Fund Tax, Real Estate and external tax advisors on complex real estate tax issues and tax strategies.

• Interface with the investor relations team to support responses to investor requests for tax information.  

• Collaborate with external advisors and internal administrators to manage federal, state and local tax notices and audit responses.

• Use independent judgement in setting priorities; assist with ad-hoc projects and day-to-day tax questions from the business.

• Prepare documents, presentations, and meeting materials including structure charts and spreadsheets.

• Maintain, update and create tax databases and/or database information (e.g. files, trackers, etc.) for real estate.

Qualifications:

• Bachelor’s degree in Accounting or Finance

• Certified Public Accountant

• Minimum of 5 years of relevant experience in public accounting (Big 4 preferred) or the real estate private equity sector  

• Experienced tax professional with a desire to learn and become involved in a wide variety of projects.

• Able to effectively articulate tax concepts and issues to non-tax professionals

• Proficient with Excel, PowerPoint, Word and Adobe.