Description

WHAT WE ARE LOOKING FOR:
The Tax and Accounting Manager plays a critical role in overseeing and managing the tax compliance and accounting functions within our organization. This position requires a detail-oriented professional who is adept at collaborating with external CPA firms, managing tax-related communications, and ensuring compliance with federal, state, and local regulations. The ideal candidate also has a strong understanding of financial projections, capital projects, and investor distributions.
 
WHAT WE EXPECT FROM YOU:

Tax Coordination and Compliance:

• Review and coordinate the delivery of tax returns prepared by external CPA firm, including payments and quarterly estimated tax payments.
• Respond to notifications from tax agencies.
• Develop and recommend internal policies and procedures for income tax compliance, including documentation, filings, and estimated payments .
• Review tax implications related to capital projects, redevelopment, refinancing, and other significant ventures.
• Work with the Accounting team and external CPA firm to prepare and review schedules for year-end tax return preparation.
• Review capitalizes vs. expense accounting treatment proposed by external CPA firm for repair and maintenance expenses.
• Review cost segregation reports and other tax information from external CPA firm.

 
Tax Documentation and Reporting:

• Complete and file annual Form 720 Quarterly Federal Excise Tax Return and manage excise tax payments.
• File W-9 forms and EIN requests as required.
• Prepare taxable fringe benefits information for annual W-2 reporting.

Fixed Asset and Miscellaneous Tax Management:

• Maintain the fixed asset schedule, ensuring proper classification, disposals, and transfers. Coordinate with external CPA firm for additional guidance on depreciation.
• Prepare personal property tax returns and monitor subsequent taxes assessed by multiple jurisdictions for personal property.

Other Filings/Reporting:

• Prepare political contribution reports.
• Coordinate with HR on 401(k) contributions, annual audits, and Form 5500.
• Complete Census reporting.

Investor and Distribution Procedures:

• Assist with investor quarterly distributions and special distributions as required.
• Review external CPA firm recommendations for non-resident taxes withheld.
• Correspond with investors regarding non-resident tax obligations.
• Reconcile A/R Partners accounts to general ledger on a quarterly basis.

Family Office Support:

• Assist the Family Office with workpaper and tax return reviews, input of accounting transactions, and other related tasks.
• Stay abreast of industry trends.
• Perform other duties as assigned by CEO.

JOB KNOWLEDGE & SKILLS:

• Ability to work independently and as part of a team.
• Flexibility to adapt to changing priorities and deadlines.
• High level of integrity and confidentiality.
• Proven experience working with independent CPA firms and managing tax-related communications.
• In-depth knowledge of federal, state, and local tax regulations and compliance requirements.
• Strong analytical skills and attention to detail.
• Proficiency in accounting software and Microsoft Office Suite.
• Excellent organizational and time management skills, with the ability to handle multiple priorities.
• Strong communication skills, both written and verbal.

Requirements

• Bachelor's degree in accounting, Finance, or a related field; CPA designation preferred.
• Minimum of 7 years of experience in tax and accounting roles, with a strong focus on tax compliance and financial management.