Tax Manager

Brewer Morris; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work flexibility

Job summary

Brewer Morris is seeking a Tax Manager to join its Strategic Private Capital tax team in Dallas. This role supports complex partnership structures, real estate investments, joint ventures, and institutional capital relationships, with a strong emphasis on investor reporting, compliance, and planning initiatives.

You will collaborate with Finance, Accounting, Legal, Treasury, and external advisors, drive process improvements, and participate in due diligence and transaction structuring to advance

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related discipline.
• Minimum of 5 years of progressive tax experience within public accounting, legal, real estate, private equity, asset management, or corporate tax environments.
• Strong technical knowledge of partnership taxation and U.S. corporate tax concepts.
• Experience supporting complex investment structures, joint ventures, partnerships, or real estate-related entities.
• Understanding of REIT concepts and compliance requirements preferred.
• Experience working with multiple stakeholders in a fast-paced, deadline-driven environment.
• Excellent analytical, communication, and project management skills.
• Ability to effectively communicate complex tax matters to both tax and non-tax professionals.

Responsibilities

• Manage federal, state, local, and international tax compliance processes for a variety of partnership and corporate entities.
• Coordinate with outside advisors and internal stakeholders to ensure timely and accurate tax return preparation and filing.
• Oversee investor tax reporting, including taxable income allocations, tax basis tracking, capital account maintenance, and distribution reporting.
• Monitor partnership tax matters, including Section 704(b), Section 743(b), and other complex allocation and basis adjustment considerations.
• Support tax planning and structuring initiatives related to acquisitions, dispositions, recapitalizations, restructurings, and other strategic transactions.
• Assist with transaction due diligence and evaluate the tax implications of investment activity throughout the lifecycle of the investment.
• Participate in REIT compliance activities, including asset testing, income testing, distribution analysis, and ongoing monitoring of operational activities.
• Review tax provisions, estimated tax calculations, withholding obligations, and other reporting requirements.
• Partner with Legal, Finance, Treasury, and Accounting teams on entity structuring, tax elections, governance matters, and implementation of business initiatives.
• Support investor-facing tax matters involving institutional, tax-exempt, domestic, and international investors.
• Stay informed of legislative and regulatory developments and assess their impact on existing structures and future transactions.
• Drive process improvements and help enhance tax reporting, compliance, and operational efficiency across the organization.

Skills

Analytical skills

Communication skills

Project management

Stakeholder management

Tax concepts understanding

Education

Bachelor's degree in Accounting, Finance, Taxation, or a related discipline

Tools

Tax software

Job description

Our client is seeking a Tax Manager to join its Strategic Private Capital tax team. This individual will play a critical role supporting complex partnership structures, real estate investments, joint ventures, and institutional capital relationships. The position offers significant exposure to tax compliance, investor reporting, transaction support, and tax planning initiatives while partnering closely with Finance, Accounting, Legal, Treasury, and external advisors.

This is an excellent opportunity for a tax professional looking to expand their experience within a sophisticated investment platform, gain exposure to complex transactions, and work directly with business leaders on strategic initiatives impacting the organization.

Key Responsibilities

• Manage federal, state, local, and international tax compliance processes for a variety of partnership and corporate entities.
• Coordinate with outside advisors and internal stakeholders to ensure timely and accurate tax return preparation and filing.
• Oversee investor tax reporting, including taxable income allocations, tax basis tracking, capital account maintenance, and distribution reporting.
• Monitor partnership tax matters, including Section 704(b), Section 743(b), and other complex allocation and basis adjustment considerations.
• Support tax planning and structuring initiatives related to acquisitions, dispositions, recapitalizations, restructurings, and other strategic transactions.
• Assist with transaction due diligence and evaluate the tax implications of investment activity throughout the lifecycle of the investment.
• Participate in REIT compliance activities, including asset testing, income testing, distribution analysis, and ongoing monitoring of operational activities.
• Review tax provisions, estimated tax calculations, withholding obligations, and other reporting requirements.
• Partner with Legal, Finance, Treasury, and Accounting teams on entity structuring, tax elections, governance matters, and implementation of business initiatives.
• Support investor-facing tax matters involving institutional, tax-exempt, domestic, and international investors.
• Stay informed of legislative and regulatory developments and assess their impact on existing structures and future transactions.
• Drive process improvements and help enhance tax reporting, compliance, and operational efficiency across the organization.

Qualifications

• Bachelor's degree in Accounting, Finance, Taxation, or a related discipline.
• Minimum of 5 years of progressive tax experience within public accounting, legal, real estate, private equity, asset management, or corporate tax environments.
• Strong technical knowledge of partnership taxation and U.S. corporate tax concepts.
• Experience supporting complex investment structures, joint ventures, partnerships, or real estate-related entities.
• Understanding of REIT concepts and compliance requirements preferred.
• Experience working with multiple stakeholders in a fast-paced, deadline-driven environment.
• Excellent analytical, communication, and project management skills.
• Ability to effectively communicate complex tax matters to both tax and non-tax professionals.

Preferred Qualifications

• CPA, JD, MST, or other advanced tax credential.
• Big Four public accounting experience.
• Experience supporting institutional investors, investment funds, or alternative investment structures.
• Exposure to tax reporting for foreign and tax-exempt investors.
• Experience supporting significant transactional activity, including acquisitions and restructurings.

Why Consider This Opportunity?

• Highly visible role supporting a growing private capital platform.
• Exposure to complex partnership, investor, and transaction tax matters.
• Collaborative environment with significant interaction across Finance, Legal, Treasury, and executive leadership.
• Strong long-term growth potential within a sophisticated tax organization.
• Competitive compensation, bonus opportunity, and hybrid work flexibility.