Tax Manager

Last Mile Investments; Cincinnati (OH); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

401(k)

Job summary

Last Mile Investments, a growing real estate investment platform, seeks a Tax Manager to lead daily tax operations and drive planning for acquisitions, dispositions, and financings. You will collaborate with NAP’s Tax Department, external advisors, and internal teams to ensure compliance and strategic tax outcomes.

The role involves overseeing partnership tax compliance, K-1s, and tax projections, with opportunities for growth into a Senior Tax Manager position as the platform expands.

Qualifications

• Bachelor’s degree in accounting required; CPA preferred or equivalent.
• 6+ years of progressive tax experience, with partnership taxation focus.
• Experience overseeing third-party tax service providers and external advisors.

Responsibilities

• Lead tax structuring and planning for acquisitions, dispositions, and financings across investment vehicles.
• Manage federal, state, and local partnership tax compliance incl. returns, extensions, estimated payments, and K-1s.
• Prepare quarterly taxable income projections for investor reporting and coordination with accounting.
• Oversee depreciation and fixed asset records; develop scalable internal tax processes.
• Coordinate with external advisors and internal teams to optimize tax planning and risk management.

Skills

Partnership taxation

Tax planning

Tax compliance

Communication

Team collaboration

Education

Bachelor’s degree in accounting

CPA certification

Tools

Tax software

K-1 reporting

Job description

• Are you a tax professional who enjoys combining technical expertise with exposure to investments, transactions, and business strategy?
• Do you have experience with partnership taxation and want the opportunity to become a trusted tax resource within a growing real estate investment platform?
• Are you energized by building processes, solving complex tax issues, and collaborating across accounting, investments, and investor relations?

ABOUT THE COMPANY

Last Mile Investments (LMI) is a growing real estate investment management platform focused on acquiring and creating value within multi-tenant neighborhood retail centers. An affiliate of North American Properties (NAP), LMI invests capital across multiple investment vehicles and targets well-located retail properties with opportunities for operational and strategic value creation.

The company's name refers to the "last mile" of retail—the locations closest to where consumers live and work. These are the places consumers visit regularly instead of making destination shopping trips. Their investment thesis is that many neighborhood retail centers have been overlooked by institutional investors, creating opportunities to acquire assets at attractive valuations, improving operations, increasing leasing, and generating strong risk-adjusted returns.

As LMI continues to grow its investment platform, the complexity and scale of its tax needs are increasing as well. The organization is creating this Tax Manager position to provide dedicated in-house tax expertise and strengthen the connection between LMI, its external tax advisors, and NAP’s Tax Department.

This is an opportunity for an experienced tax professional to move beyond traditional compliance work and become a valuable resource throughout the investment lifecycle. The Tax Manager will gain exposure to acquisitions, dispositions, financings, partnership structures, investor reporting, tax planning, and the continued development of LMI’s internal tax processes.

This role is onsite daily at the corporate office in Cincinnati, Ohio.

WHAT YOU’LL BE DOING

The Tax Manager will serve as LMI’s primary day-to-day tax resource, partnering closely with LMI leadership, NAP’s Tax Department, external tax advisors, accounting, asset management, investor relations, and acquisitions. The position reports to the Senior Tax Manager within NAP’s Tax Department, which maintains oversight and final review authority for LMI’s tax compliance and planning activities.

Key responsibilities include:

Tax Strategy & Transaction Support

• Lead tax structuring and planning related to acquisitions, dispositions, and financings, including hold/sell analyses and tax impact assessments.
• Partner with internal teams and tax leadership to evaluate tax considerations throughout the investment lifecycle.
• Monitor changes in federal, state, and local tax regulations affecting real estate partnerships and identify potential implications and planning opportunities.
• Perform REIT compliance testing for applicable investment vehicles and proactively identify potential issues.

Tax Compliance & Investor Reporting

• Serve as LMI’s primary day-to-day contact with its third-party tax advisor, coordinating timelines, reviewing work quality, and helping resolve outstanding issues.
• Manage federal, state, and local partnership tax compliance across LMI’s investment vehicles, including returns, extensions, estimated payments, state filings, and investor K-1s.
• Review tax workpapers, book-to-tax adjustments, allocations, partner capital accounts, and K-1 packages.
• Prepare quarterly taxable income projections and estimates to support investor reporting.
• Partner with fund accounting and investor relations to ensure accurate and timely tax information is provided to investors and partners.
• Support complex real estate partnership structures, including 704(c) allocations and multi-state tax requirements.
• Coordinate depreciation and fixed asset records and help develop scalable internal processes for maintaining those records.
• Assess state tax implications as LMI enters new markets or forms new entities.
• Assist with entity organization and formation.

Tax Operations & Risk Management

• Maintain tax calendars, filing trackers, and documentation to ensure deadlines and deliverables are effectively managed.
• Manage responses to tax notices and coordinate federal and state tax audits.
• Build productive relationships with external advisors while maintaining strong internal accountability for the quality and timeliness of tax deliverables.
• Identify opportunities to improve processes as LMI continues to grow and its tax function evolves.

IDEAL CANDIDATE QUALIFICATIONS AND EXPERIENCE

• Bachelor’s degree in accounting and CPA required
• Public accounting experience preferred but not required
• 6+ years of progressive tax experience
• Experience with partnership taxation, including partnership structures and K-1 reporting
• Experience working with or overseeing third-party tax service providers

KEY PERSONAL ATTRIBUTES

• Technically strong and intellectually curious – Enjoys digging into complex tax issues and translating technical concepts into practical business implications.
• Collaborative – Builds productive relationships across tax, accounting, investments, asset management, investor relations, and external advisors.
• Clear communicator – Can explain complicated tax matters effectively to professionals without deep tax expertise.
• Proactive and solutions-oriented – Identifies issues early, recommends solutions, and takes ownership of execution.
• Highly organized – Comfortable managing multiple entities, deadlines, advisors, and competing priorities.
• Detail-oriented – Maintains high standards for accuracy while understanding the broader business context.
• Growth-minded – Interested in helping build and improve a tax function rather than simply maintaining existing processes.
• Low ego and team-oriented – Willing to roll up their sleeves and contribute wherever needed in a growing organization.

THE PAYOFF

• Join a growing real estate investment platform in a newly created role with meaningful visibility and impact.
• Become LMI’s primary day-to-day tax resource while benefiting from the expertise and infrastructure of NAP’s established Tax Department.
• Gain broad exposure to acquisitions, dispositions, financings, investment structures, partnership taxation, and investor reporting.
• Move beyond traditional compliance work and participate in tax planning and decision-making throughout the investment lifecycle.
• Help build processes and infrastructure as the investment platform continues to scale.
• Work cross-functionally with professionals across accounting, asset management, acquisitions, investor relations, and tax.
• Opportunity to grow into a Senior Tax Manager position as the LMI platform expands.
• Receive a competitive compensation package and benefits including medical, dental, life insurance, and 401(k).

OUR COMMITMENT TO CANDIDATES

Gilman Partners is committed to strengthening leadership teams and elevating talent in our communities—and that means all qualified applicants will receive consideration. You do not have to meet every qualification in this job description to apply. If you are drawn to the position and believe your experience makes you a good fit, we encourage you to apply.