Tax Manager – Real Estate & Investment Funds

Prime Finance; Chicago (IL); Presencial; USD 128 000 - 194 000; Tempo integral

Resumo da oferta

Prime Finance is seeking a collaborative and motivated Tax Manager to join its San Francisco office. This role requires a tax background and a self-starter mentality; a minimum of six years in tax is required.

Experience in real estate and/or fund management is highly preferred. You will work closely with the Senior Tax Manager and partner with Tax, Fund Management & Accounting, Fund Legal & Compliance, Investor Relationships, and Capital Markets teams, as well as external advisors and

Qualificações

• Bachelor’s degree in accounting or related field.
• 6-8 years of related tax experience, preferably in real estate or alternative investment.
• Familiarity with REIT requirements and reporting.
• Proficiency with MS Excel.
• Demonstrate confidentiality in handling investor data.
• Excellent written and verbal communication skills.
• Experience using Yardi, Geneva, Investran or similar systems.

Responsabilidades

• Manage K-1 and tax return compliance, including data gathering and review of tax workpapers.
• Oversee quarterly estimated tax payments and tax distributions.
• Ensure REIT compliance including PSQs and related analyses.
• Lead responses to inquiries from investors and external advisors.
• Respond to tax notices relating to property and other indirect taxes.
• Coordinate with asset/property managers on REO or equity items.
• Draft internal memos documenting tax issues and policies.
• Support adoption of new technologies to improve processes and data mgmt.
• Assist Senior Tax Manager on broader topics like liquidation analysis and UBTI risk.
• Monitor changes in U.S. and foreign tax laws that impact positions.

Conhecimentos

Attention to detail

Communication skills

Independent worker

Multitasking

Team collaboration

Formação académica

Bachelor's degree in accounting or related field

Ferramentas

Yardi

Geneva

Investran

Descrição da oferta de emprego

Prime Finance is seeking a collaborative and motivated Tax Manager to join its San Francisco office. This role requires a tax background and a self-starter mentality; a minimum of six years in tax is required.

Experience in real estate and/or fund management is highly preferred. You will work closely with the Senior Tax Manager and partner with Tax, Fund Management & Accounting, Fund Legal & Compliance, Investor Relationships, and Capital Markets teams, as well as external advisors and