Tax Manager

JCW Group; United States; On-site; USD 120,000 - 180,000; Full time

Job summary

JCW Group is seeking a Tax Manager focused on real estate and REIT taxation to support a sophisticated real estate investment platform. The role involves tax compliance, reporting, and planning across multiple entities and investment structures.

The ideal candidate will have 5-8 years of experience with real estate taxation, partnerships, and REITs, and will collaborate with deal teams and external advisors to optimize tax outcomes across acquisitions, dispositions, and financings.

Qualifications

• 5-8 years of tax experience in real estate, REITs, partnerships or related environments.
• Strong knowledge of real estate taxation and partnership taxation.
• Exposure to REIT taxation and compliance and complex real estate investment structures.

Responsibilities

• Manage federal, state, and local tax compliance for real estate investment entities, partnerships and REITs.
• Oversee REIT compliance including income testing, distribution requirements and related calculations.
• Review partnership and corporate tax returns, extensions, estimated payments, and investor tax reporting.
• Support tax planning and structuring for real estate acquisitions, dispositions and financings.
• Analyze tax implications of new investments and coordinate with deal teams and external advisors on transactions.
• Assist with quarterly and annual tax provisions and related reporting.

Skills

Real estate taxation

Partnership taxation

Tax compliance

Analytical skills

Communication with teams

Education

Bachelor’s or Master’s degree in Accounting/Tax

Job description

We are partnering with a leading investment firm to hire a Tax Manager focused on real estate and REIT taxation. This individual will play a key role within the tax function, supporting tax compliance, reporting, and planning across a sophisticated real estate investment platform. The ideal candidate will have strong exposure to real estate investments, partnerships, and REITs. This is an opportunity to join a highly collaborative tax team and gain broad exposure across both recurring tax responsibilities and transaction-related matters.

Key Responsibilities

• Manage and review federal, state, and local tax compliance for real estate investment entities, partnerships, REITs, and related structures.
• Oversee REIT compliance, including quarterly and annual income and asset testing, distribution requirements, and related calculations.
• Review partnership and corporate tax returns, extensions, estimated payments, and investor tax reporting.
• Support tax planning and structuring for real estate acquisitions, dispositions, financings, and other transactions.
• Analyze the tax implications of new investments and work closely with deal teams and external advisors on transaction-related matters.
• Assist with quarterly and annual tax provisions, taxable income projections, and tax reporting requirements.
• Partner with Finance, Accounting, Legal, and investment professionals on tax matters across the real estate portfolio.
• Coordinate with external tax advisors and service providers, reviewing work product and managing key deliverables and deadlines.

Ideal Background

• 5-8 years of tax experience within public accounting, an investment firm, real estate company, REIT, or a combination of these environments.
• Strong experience with real estate taxation and partnership tax.
• Meaningful exposure to REIT taxation and compliance.
• Experience working with complex real estate investment structures and multi-tiered partnerships.
• Understanding of the tax considerations associated with real estate acquisitions, dispositions, and financing transactions.
• Strong technical, analytical, and organizational skills with the ability to manage multiple priorities and deadlines.
• Ability to communicate effectively with internal investment and finance teams as well as external tax advisors.
• Bachelor’s or Master’s degree in Accounting, Tax, or a related field.
• CPA and/or Master’s in Taxation preferred.