Tax Associate

Tax Associate

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: 

• 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.
   

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.

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.