JAMESTOWN
JOB DESCRIPTION
POSITION/LEVEL Tax Manager FLSA STATUS: Exempt
DEPT/OFFICE: Tax
JOB SUMMARY AND ESSENTIAL JOB FUNCTIONS
Manager level role joining a team responsible for tax compliance and technical oversight for a multi‑billion‑dollar international real estate platform with a heavy partnership focus and a meaningful REIT footprint.
Compliance Management
- Manage tax compliance calendar for assigned legal entities; ensure timely filing of federal, state, local, and select foreign obligations, including extensions and payments.
- Manage high-volume filings such as Forms 1065, 1120‑REIT, 1120, 1042/1042‑S, 8804/8805, 8288/8288‑A, and applicable state composite/withholding returns.
- Prepare and review workpapers/tax returns for corporate and investment entities
- Manage external firm deliverables, and coordinate data requests and deliverables.
- Operates in a high-volume, deadline-driven environment requiring strong project management, controls, and process standardization.
Technical review and guidance
- Manage preparation and/or review of partnership tax returns and K‑1 packages, including §704(b) capital and tax-basis reporting, §752 debt allocations, special allocations, waterfalls, and 704(c) mechanics.
- Assist with tax impacts of acquisitions, dispositions, and restructurings, including §168 depreciation, cost segregation, §163(j) interest limitations, §754/734/743 elections, and gain/loss modeling.
- Manage inbound/outbound investor issues: FIRPTA (§897/§1445), §1446(a)/(f) withholding, ECI determinations, FATCA/CRS documentation (W‑8/W‑9), and foreign investor reporting.
MINIMUM QUALIFICATIONS
- Bachelor’s degree in accounting, Finance, or a closely related field.
- Active U.S. CPA license in good standing (required).
- 4 or more years of progressive U.S. federal and state tax experience with a concentration in real estate partnerships.
- Direct experience with REIT compliance and testing is a plus.
- Experience following a large, multi-entity compliance calendar and leading/supervising tax preparers.
- Experience preparing and reviewing complex partnership returns and workpapers, including K-1 packages and related disclosures.
- Tax compliance systems: CCH Axcess Tax (preparation and E‑file), CCH Workflow (calendar and task tracking), ProSystem fx Fixed Assets (depreciation), and ProSystem fx Workpaper Manager (workpapers).
- Familiarity with state income tax compliance and state agency communications
- Advanced Excel: Power Query/Power Pivot, pivot tables, lookups (XLOOKUP/INDEX‑MATCH), complex formulas; ability to design standardized, review-ready workpapers.
- Workflow and document management: Microsoft Teams/SharePoint.
- Research tools: CCH AnswerConnect (research); ability to document positions with citations.
- Secure data handling: Comfort with data governance, secure file transfer, and PII controls when exchanging K‑1/withholding data with investors and advisors.
- Withholding/reporting portals: Experience with 1042‑S/8804/8805 e‑filing processes and investor portal workflows.
PERSONAL SKILLS AND LEADERSHIP COMPENTENCIES
- Project management and prioritization: Follow a high‑volume compliance calendar; manages critical path, dependencies, and deadlines across multiple jurisdictions.
- Communication: Explains complex technical concepts in plain language; adjusts messaging for legal, accounting, asset management, and external stakeholders.
- Technical writing: Drafts concise, well‑supported positions in workpapers and emails
- Analytical rigor and judgment: Strong issue‑spotting, ability to evaluate alternatives, and willingness to escalate risks.
- Collaboration and influence: Builds trust with cross‑functional partners and outside advisors
- Ethics and confidentiality: Demonstrates high integrity and discretion with sensitive financial and investor information.
- Global/cultural awareness: Comfortable coordinating across time zones and cultures; mindful of cross‑border nuances for investors and entities.
- Teamwork: Provides supportive and timely feedback to team members
- Change management and continuous improvement: Identifies process gaps, standardizes workpapers, and implements technology to reduce cycle time and rework.