Position Type : Regular Full Time
Regular Full Time
What we are looking for :
WHAT WE ARE LOOKING FOR :
The Tax and Accounting Manager plays a critical role in overseeing and managing the tax compliance and accounting functions within our organization.
This position requires a detail-oriented professional who is adept at collaborating with external CPA firms, managing tax-related communications, and ensuring compliance with federal, state, and local regulations.
The ideal candidate also has a strong understanding of financial projections, capital projects, and investor distributions.
WHAT WE EXPECT FROM YOU : Tax Coordination and Compliance :
- Review and coordinate the delivery of tax returns prepared by external CPA firm, including payments and quarterly estimated tax payments.
- Respond to notifications from tax agencies.
- Develop and recommend internal policies and procedures for income tax compliance, including documentation, filings, and estimated payments .
- Review tax implications related to capital projects, redevelopment, refinancing, and other significant ventures.
- Work with the Accounting team and external CPA firm to prepare and review schedules for year-end tax return preparation.
- Review capitalizes vs. expense accounting treatment proposed by external CPA firm for repair and maintenance expenses.
- Review cost segregation reports and other tax information from external CPA firm.
Tax Documentation and Reporting :
- Complete and file annual Form 720 Quarterly Federal Excise Tax Return and manage excise tax payments.
- File W-9 forms and EIN requests as required.
- Prepare taxable fringe benefits information for annual W-2 reporting.
Fixed Asset and Miscellaneous Tax Management :
- Maintain the fixed asset schedule, ensuring proper classification, disposals, and transfers. Coordinate with external CPA firm for additional guidance on depreciation.
- Prepare personal property tax returns and monitor subsequent taxes assessed by multiple jurisdictions for personal property.
Other Filings / Reporting :
- Prepare political contribution reports.
- Coordinate with HR on 401(k) contributions, annual audits, and Form 5500.
- Complete Census reporting.
Investor and Distribution Procedures :
- Assist with investor quarterly distributions and special distributions as required.
- Review external CPA firm recommendations for non-resident taxes withheld.
- Correspond with investors regarding non-resident tax obligations.
- Reconcile A / R Partners accounts to general ledger on a quarterly basis.
Family Office Support :
- Assist the Family Office with workpaper and tax return reviews, input of accounting transactions, and other related tasks.
- Stay abreast of industry trends.
- Perform other duties as assigned by CFO or CEO.
JOB KNOWLEDGE & SKILLS :
- Ability to work independently and as part of a team.
- Flexibility to adapt to changing priorities and deadlines.
- High level of integrity and confidentiality.
- Proven experience working with independent CPA firms and managing tax-related communications.
- In-depth knowledge of federal, state, and local tax regulations and compliance requirements.
- Strong analytical skills and attention to detail.
- Proficiency in accounting software and Microsoft Office Suite.
- Excellent organizational and time management skills, with the ability to handle multiple priorities.
- Strong communication skills, both written and verbal.