Tax Manager

The Tax Manager is responsible for the accurate preparation, coordination, and review of tax compliance and supporting tax information across a diversified portfolio of real estate entities, operating companies, trusts, and related ownership structures. This is a hands‑on, execution‑focused role ensuring timely, complete, and accurate tax filings while partnering closely with the VP of Tax & Accounting and external CPA firms.

The Tax Manager serves as the internal subject‑matter expert for day‑to‑day tax matters and is the primary owner of tax data integrity, schedules, and filings. The role includes clear escalation to senior leadership for tax strategy, complex judgment calls, and risk positions.

Key Responsibilities

Tax Compliance & Execution

• Prepare, coordinate, and review federal, state, and local tax filings across complex real estate, operating company, and trust structures, including partnerships, corporations, and pass‑through entities

• Manage tax deliverables end‑to‑end, ensuring filings are accurate, complete, and submitted on time

• Maintain detailed tax workpapers, schedules, and supporting documentation to support filings and audits

Data Ownership & Integrity

• Own the accuracy and completeness of tax data, including capitalization, debt, ownership, and intercompany activity

• Coordinate closely with accounting to ensure tax filings align with financial statements and underlying books and records

• Monitor changes in entity structures and ownership to ensure ongoing tax compliance

External CPA & Advisor Management

• Serve as the primary day‑to‑day contact for external CPA firms and advisors

• Coordinate information requests, review draft returns, and resolve questions efficiently

• Ensure external advisors have accurate and timely data while maintaining internal control over tax positions

Collaboration & Leadership Support

• Partner closely with the VP of Tax & Accounting on tax planning initiatives, issue resolution, and risk assessment

• Escalate complex technical issues, uncertain tax positions, and strategic considerations to senior leadership

• Support responses to tax notices, audits, and inquiries as needed

Process Improvement

• Identify opportunities to improve tax compliance processes, documentation standards, and data flow

• Assist in building scalable tax processes to support growth and evolving ownership structures

Qualifications

Required

• Bachelor’s degree in Accounting, Taxation, or related field

• 5–8+ years of progressive tax experience, with strong exposure to real estate and pass‑through entities

• Hands‑on experience preparing and reviewing partnership and corporate tax returns

• Strong understanding of entity structures, capital activity, and ownership changes

• Experience working directly with external CPA firms and advisors

Preferred

• CPA or Master’s in Taxation

• Experience in a complex, multi‑entity real estate environment (private equity, family office, or similar)

• Familiarity with trusts and related ownership structures