Tax Manager
Key Responsibilities
- Spearhead the tax compliance process with external tax preparers for Funds/Limited Partners/Inside Entities and ensure accuracy and completeness of all tax filings
- Review extensions, returns, and K-1s for Funds/Limited Partners/Inside Entities
- Communicate with the financial reporting group to ensure the accuracy of tax filings
- Ensure REIT compliance through due diligence, including quarterly and annual testing
- Review quarterly tax projections, including UBTI, and estimated payments
- Review Fund/Entity/Limited Partner Federal, state, and local tax withholding calculations
- Decipher tax obligations as outlined in legal agreements and confirm alignment with subsequent tax reporting
- Support tax due diligence projects, such as tax structuring of acquisitions and dispositions
- Manage tax-related Limited Partner requests, including state waivers and ERISA support
- Collaborate with securities traders to minimize tax exposure
- Manage Federal/State/Local audit and notice responses
- Monitor new tax legislation and evaluate its impact throughout the firm
- Aid transfer pricing studies and other ad-hoc projects where necessary
Preferred Qualifications
- Bachelor’s degree in Accounting or Finance, including strong academic performance
- CPA or CPA (non-active)
- 5+ years of experience in public accounting and/or in the real estate private equity sector
- Excellent communication and organizational skills
- Ability to effectively articulate tax concepts and related concerns to non-tax professionals
- Ability to proactively manage deadlines
- High intellectual curiosity and a voracious desire to learn
- Experience with REITs and private equity fund structures
The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
