SUMMARY:
The Tax Senior will provide support to the Directors of Tax and Tax Managers on all tax-related matters. Experience with compliance and tax research required. The Tax Senior must be able to handle deadlines and competing priorities in a dynamic environment. This position will primarily deal with taxation of Rialto’s various funds but will assist with management company tax where needed.
KEY RESPONSIBILITIES:
This position is responsible for a wide range of functions including both domestic and international tax compliance with a focus on the following duties:
- Oversee and manage the accumulation of data for the preparation of multi-state partnership and corporate tax returns and estimated payments by outside accounting firm
- Review federal and state workpapers, tax waterfalls and returns prepared by an outside accounting firm
- Review and prepare tax filings in-house
- Calculate federal and state quarterly estimated payments
- Involvement with all areas of the tax provision
- Assist with investor-related questions and requests
- Assist with IRS and state tax authority audit defense
- Tax planning and structuring of real estate funds to meet the needs of diverse investor group ensuring the highest degree of compliance
- Identify tax planning opportunities
SPECIFICATIONS:
We are seeking candidates that are detailed oriented, analytical and possess strong problem-solving skills. The ideal candidate:
- Bachelor’s degree required in Tax, Accounting, Finance, or related field preferred
- Must have a minimum of three years of experience in public accounting or a mix of public and private with a focus on partnership taxation
- Must be team oriented, hands-on and willing to help where needed
- Must have experience with private equity funds or real estate but will consider candidates with strong partnership experience
- Must have strong communication skills and be able to build relationships with people of all levels both in and outside of the department
- Will have a basic understanding of ECI, UBTI and foreign tax reporting (CFCs and PFICs)
- Exposure to tax waterfalls, REITs and taxation of CMBS and real estate preferred
- CPA preferred
