Tax Senior - Private Equity (Real Estate)

Holthouse Carlin & Van Trigt LLP; New York (NY); Hybrid; USD 95,000 - 105,000; Full time

Job summary

A leading company in tax services is seeking a Tax Senior to join their real estate tax team. Responsibilities include tax compliance, advisory, and management of real estate entities. Candidates should have at least 2 years of relevant experience and a CPA qualification. The firm offers a competitive salary and a hybrid work model.

Benefits

Hybrid work model

Continuous training and development opportunities

Diverse and intellectually stimulating client engagements

Qualifications

• 2+ years of prior real estate tax experience at public accounting firm or combination of public and private.
• Experience reviewing federal, state and local tax returns.
• Comfortable in fast-paced, high-volume environment.

Responsibilities

• Responsible for tax compliance process including reviewing returns, estimates, and provisions.
• Assist in managing real estate entity processes for acquisitions and dispositions.
• Involved in fund formation and investor tax structuring.

Skills

Analytical skills

Problem-solving

Communication skills

Multi-tasking

Organization

Detail oriented

Education

CPA License or CPA Exam Passed

Job description

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you!

Based in the Manhattan borough of New York City, this position will work closely with TPG Angelo Gordon, a global alternative asset management platform focused on credit and real estate investments.

This role will be part of the real estate tax team. This role will be responsible for tax compliance, information reporting and basic tax research for the firm’s real estate strategy. As our tax team is used as a resource by our business, asset management, operations and accounting teams, you will get real estate experience outside of normal tax compliance. In addition, this role will be involved in all aspects of real estate tax advisory, including fund, investor and investment structuring.

This position requires a minimum of three days per week in the office.

As a Tax Senior, you will be responsible for the following:

• Heavily involved in all aspects of the tax compliance process, including the review of partnership and corporate tax returns, Schedule K-1s and K-3s, foreign filings and tax workpapers prepared by our external tax preparers.
• Involved in preparing the Real Estate quarterly tax estimates and projections to incorporate updated financial information, sales, acquisitions, etc. for our funds.
• Assist in the quarterly preparation of tax provisions for corporate entities in our structures and the quarterly review of estimated payments for these entities prepared by our outside tax preparers.
• Assist in managing the real estate entity maintenance process surrounding acquisitions, dispositions, and restructurings of all real estate entities (foreign & domestic). This includes constant communication with legal, property financial reporting, and foreign teams.
• Prepare quarterly and annual REIT income and asset tests for all REITs in our structures.
• Assist in managing the annual FATCA and CRS compliance for our entities, including coordinating with our external global information reporting team to identify reportable accounts and preparing and reviewing the filing templates.
• Assist with fund formation and investor tax structuring, including basic tax research and review of legal documents.
• Involvement in tax structuring for the formation of new joint ventures and the acquisition of real estate properties.

To be successful, these are the skills and experience you will need:

• 2+ years of prior real estate tax experience at a public accounting firm or a combination of public and private
• CPA licensed or CPA exam passed and actively pursuing licensure
• Experience reviewing federal, state and local tax returns
• Experience with partnership and corporate taxation
• Comfortable working in a fast paced, high-volume environment
• Exceptional analytical/problem-solving and communication skills
• Effective multi-tasker, well organized, diligent and detail oriented
• Works well autonomously and as a team player
• REIT testing experience preferred

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

• Visit the Benefits sectionto learn more

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $95,000 to $105,000.

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

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