Seeking a Tax Director with 8-12 years of experience in real estate taxation to assist with all tax aspects of direct and indirect real estate investments and related investment vehicles.
The Tax Director will lead a tax team and work closely with an experienced group of professionals while overseeing all aspects of real estate taxation and reporting.
Supervising tax matters on the establishment of funds, feeder entities, holding companies, etc.
Work with the acquisitions team and advising on most advantageous company structures to maximize tax efficiencies
Tax modeling for new/existing funds, acquisition/dispositions, internal financings and profit repatriation.
Liaise with both external advisors and corporate tax on the implementation and oversight various tax matters.
Generic taxation of different investor types in target investor countries, and periodic updating of such data; liaison with fund marketing team as to implications of such data.
Ensure timely filing of tax returns for all vehicles and K-1 reporting to investors.
Additional responsibilities include coordinating with external tax advisors for the preparation of quarterly investor income tax forecasts, estimated income tax payments, tax withholding on dividends / distributions, etc.
Research, analyze, document and support tax positions for audit requirements
Manage any foreign tax reporting issues or reporting to Non-US investors
Oversee external tax advisor fees and managing related tax budgets.
Manage and review the quarterly tax provision prepared by the external advisors.
8-12 years of experience in real estate taxation
Bachelor’s degree with major in accounting. MS in taxation or JD preferred.
Background with a large public accounting firm or equivalent experience within private.
Detailed technical tax knowledge of corporate tax, especially real estate and real estate funds, REITs and associated areas,
Proficiency in partnership tax, REITs, UBTI, acquisition & disposition structuring. Familiarity with taxes on international client base, and with investors’ tax positions in other countries.
Expertise in Commingled Funds, Real Estate limited partnerships, Joint Ventures, Separate Accounts, Real Estate Opportunity Funds, and Real Estate Operating Company Investments.
Experience with taxable investors investing in US real estate (including HNW investors).
Current knowledge on industry tax trends and issues. Coordinate with external tax advisors to assess new tax legislation and provide guidance.
Experience with carried interest plans and related tax structuring
Identifies, analyzes, acquires and manages commercial and residential real estate investments through a variety of ownership structures including public and private vehicles. As investment manager on behalf of its clients; develops, redevelops and operates these properties. The investment vehicles range from open-ended to closed-ended commingled funds and separate accounts. Also assesses capital markets and controls investment risk in determining the optimal financing, diversification and disposition strategies for the managed real estate.
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