Tax Specialist

Posted 11 Hours Ago
Be an Early Applicant
Dallas, TX, USA
In-Office
Junior
Real Estate
The Role
Prepares and reviews federal, state, partnership, and corporate tax returns, primarily for real estate entities. Responsibilities include tax projections, estimated payments, work papers, fixed asset schedules, depreciation, E&P analysis, tax notices, examinations, and communications with taxing authorities. The specialist coordinates outsourced compliance teams, performs quality control, researches real estate and construction tax issues, and drafts memoranda.
Summary Generated by Built In

Salary exempt position

Are you an experienced tax professional with Real Estate Partnership knowledge?

If so and you are tired of busy season hours, continue to read…

  • We are recognized as “2026 Best Places to Work in Multifamily” and “2026 Best Places to Work in Multifamily for Women”
  • We are committed to offering work/life balance

We are seeking a Tax Specialist to join our dynamic team for a leading national property management company at our new corporate office in Deep Ellum at The Epic

Job Description

As a Tax Specialist, you will be responsible for preparing and reviewing federal and state income tax returns mainly in the real estate context. You'll work on complex tax returns for partnerships and corporations while identifying tax planning opportunities. In addition, you will assist with calculating estimated tax payments, responding to IRS and state notices, and supporting positions taken with the various taxing jurisdictions.

Requirements

  • Bachelor's Degree and CPA (or CPA eligible) 
  • 2 plus years of progressive tax compliance experience at a public accounting firm or a combination of industry and public accounting experience.  (We welcome experienced applicants with up to 10+ years of experience.)
  • Partnership tax knowledge
  • Outstanding work ethic, willing to "roll up sleeves" work attitude
  • Experience with tax preparation software (CCH Axcess)
  • Proficient in Outlook, Excel, Word, Adobe, etc.
  • Good judgement and developing ability to work independently
  • Strong organizational skills and attention to detail
  • Excellent communication skills, both written and verbal, with ability to provide clear direction to remote teams
  • Initiative to learn, ask questions, and operate in a fast-paced environment

Responsibilities

  • Prepare federal and multi-state tax returns
  • Review tax returns and governmental tax examinations of varying complexity (federal and state)
  • Assist with managing state and federal notices through correspondence
  • Coordinate with outsourced team on compliance engagements, including workflow management, quality control, and providing clear instructions to ensure accurate and timely completion of deliverables
  • Prepare tax projections and calculate estimated tax payments
  • Prepare and review work papers of different complexities (K-2/K-3, State Apportionment, Book-Tax Differences, Debt Allocation, etc.)
  • Prepare fixed asset schedules and depreciation calculations
  • Prepare, review and analysis on E&P (Earnings and Profits)
  • Communicate with the IRS and other state authorities in a professional manner when applicable
  • Willingness and ability to learn new concepts with minimal guidance
  • Perform research and draft memoranda on real estate and construction related issues

The duties, responsibilities, and expectations described above are not a comprehensive list and additional tasks may be assigned to the member, within the scope of the position.

We offer a competitive salary, good benefits, and an energetic environment. Our benefits include:

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Short-term and long-term disability insurance
  • 401(k) plan with company match
  • Flexible spending accounts
  • Paid vacation, personal/sick time, and holidays
  • Tuition reimbursement
  • Credit union
  • Service recognition awards
  • Employee assistance program
  • Apartment rental discounts

Work Days: Monday – Friday
Work Hours: 8:30 am – 5:30 pm

Our application process includes criminal background checks and drug screens.

Skills Required

  • Bachelor's degree
  • CPA certification or CPA eligibility
  • At least 2 years of progressive tax compliance experience at a public accounting firm or equivalent combined industry and public accounting experience
  • Partnership tax knowledge
  • Experience with CCH Axcess tax preparation software
  • Proficiency in Outlook, Excel, Word, Adobe, and similar office software
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Ability to provide clear direction to remote teams
  • Ability to work independently with good judgment
  • Strong work ethic and willingness to take on hands-on responsibilities
  • Initiative to learn and work effectively in a fast-paced environment

Westdale Asset Management Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Westdale Asset Management and has not been reviewed or approved by Westdale Asset Management.

  • Healthcare Strength Core medical (PPO) and dental coverage are complemented by company-paid life, short-term, and long-term disability. These protections enhance the security of the overall package.
  • Leave & Time Off Breadth Vacation increases with tenure alongside separate personal/sick time and a broad paid holiday schedule, including a birthday day. This breadth provides multiple avenues for planned and personal time away.
  • Wellbeing & Lifestyle Benefits An apartment rent discount, Employee Assistance Program, credit union access, and tuition reimbursement add lifestyle value beyond base pay. Travel discounts and service recognition further round out non-cash rewards.

Westdale Asset Management Insights

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The Company
HQ: Dallas, TX
546 Employees
Year Founded: 1991

What We Do

Westdale Real Estate Investment & Management is a fully integrated multifamily real estate operating company focused on strategic acquisitions and the proactive management of multifamily residential communities in the Western, Southwestern, Midwestern and Southeastern United States. Over the last 20 years, Westdale's principals have successfully developed, acquired, renovated or redeveloped over 300 communities in 18 states across the U.S. making it one of the largest multifamily management companies in the United States. Westdale builds value and maximizes returns through the diligent application of property management fundamentals, and by keeping a close eye on costs. To date, our multifamily management portfolio exceeds $3 billion and spans over 17 states and 15 major markets. Westdale presently manages 180 apartment communities, containing approximately 45,000 units.

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