Tax and Accounting Manager

Simpleciti; New York (NY); On-site; USD 60,000 - 95,000; Full time

Job summary

Join a dynamic and fast-growing real estate investment firm as a Tax & Accounting Associate. In this pivotal role, you will take ownership of tax preparation and compliance, ensuring adherence to federal, state, and local tax laws. Your expertise will contribute to optimizing internal financial processes and enhancing investor reporting. This position offers a unique opportunity to work closely with a dedicated team while supporting broader accounting functions during the off-season. If you are detail-oriented, proactive, and ready to make an impact in the real estate sector, this role is perfect for you.

Qualifications

• 3-7 years of tax experience in real estate or private equity.
• Strong knowledge of partnership taxation and real estate tax rules.

Responsibilities

• Prepare and file partnership, corporate, and individual tax returns.
• Assist with monthly/quarterly financial statements and reconciliations.

Skills

Tax Preparation

Partnership Taxation

Real Estate Tax Strategies

Detail-oriented

Time Management

Education

CPA or EA

Tools

QuickBooks

Yardi

CCH Axcess Tax

Job description

About Us:

We are a fast-growing real estate investment firm focused on commercial and industrial assets. We are vertically integrating our tax and accounting functions to improve efficiency, reduce costs, and enhance investor reporting. We’re seeking a Tax & Accounting Associate to take ownership of tax preparation while assisting with broader accounting functions in the off-season.

Key Responsibilities:

Tax Preparation & Compliance (Primary Role)

• Prepare and file partnership (1065), corporate (1120/1120S), and individual tax returns (1040) related to real estate holdings.
• Handle REIT, 1031 exchange, depreciation schedules, and cost segregation tax filings.
• Ensure compliance with federal, state, and local tax laws and file quarterly estimated tax payments.
• Work on K-1s, tax provisions, and investor reporting.
• Research and implement real estate tax strategies for fund and asset-level tax efficiency.

Accounting & Financial Support (Off-Season Work)

• Assist with monthly/quarterly financial statements, reconciliations, and general ledger maintenance.
• Support budgeting, forecasting, and cash flow analysis for real estate assets.
• Work with the asset management team to track expenses, revenue, and capital improvements.
• Prepare reports for investors and external auditors.
• Help optimize internal financial processes and accounting systems.

Minimum Requirements:

• 3-7 years of tax experience, preferably in real estate, private equity, or a CPA firm with real estate clients.
• CPA or EA preferred but not required.
• Strong knowledge of partnership taxation, depreciation, and real estate-specific tax rules.
• Familiarity with QuickBooks, Yardi, CCH Axcess Tax, or similar accounting/tax software.
• Detail-oriented with the ability to meet deadlines in a fast-paced environment.
• Proactive, organized, and willing to take ownership of tax and accounting functions.