Vice President of Investments and Tax

Envolve; Montgomery (AL); On-site; USD 250,000 +; Full time

Job summary

A financial services company located in Montgomery, Alabama is seeking a Main Tax Director. This role involves providing assistance with accounting for acquisitions, reviewing legal documents, and preparing tax returns for multiple entities. The ideal candidate will have a Bachelor's Degree in Accounting, CPA certification preferred, and knowledge of federal tax laws, especially regarding partnerships and LIHTC. This position offers an opportunity to work in a team-oriented environment with competitive benefits.

Qualifications

• Bachelor's degree in Accounting, Finance, or related degree.
• Certified Public Accountant preferred.
• Knowledge of S. federal tax laws, particularly partnership taxation and low-income housing tax credits (LIHTC).

Responsibilities

• Assist with accounting for acquisitions, sales, and financing.
• Review Partnership and Operating Agreements.
• Assist with preparation of tax return workpapers for partnership and corporate entities.
• Research and document tax technical issues and assist with IRS audits.
• Research and document tax technical issues.

Skills

Knowledge of S. federal tax laws

Experience with Yardi accounting software

Proficient in Microsoft Office

Strong interpersonal communication skills

Ability to multitask and prioritize

Ability to work in team-oriented environment

Education

Bachelor's Degree in Accounting, Finance, or related degree

Certified Public Accountant (Preferred)

Tools

Yardi accounting software

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

include the following but are not limited to the job specifications contained herein. Additional duties or job functions that can be performed safely may be required as deemed necessary by Envolve or its affiliated companies.

Main Tax Director Responsibilities

• Provide assistance with accounting for acquisitions, sales and financing
• Provide assistance with the formation and operation of legal entities such as partnerships, corporations, and limited liability companies
• Review Partnership and Operating Agreements and calculate periodic distributions to be made by various development entities
• Assist with the preparation of income tax return workpapers for 200+ partnership and corporate entities
• Assist with the review of entity tax returns prepared by our external accounting firms
• Assist with the preparation and filing of miscellaneous state and local tax returns
• Maintain tax depreciation schedules for entities
• Prepare/review LIHTC computations
• Work with internal acquisition and development groups on LIHTC development accounting
• Research and document tax technical issues as well as assist with IRS audits and notices
• Track and maintain master list of entities and filing requirements

EDUCATION

• Bachelor's Degree in Accounting, Finance, or related degree
• Certified Public Accountant (Preferred)

ADDITIONAL SKILLS / PREFERENCE

• Knowledge of S. federal tax laws, particularly partnership taxation and low-income housing tax credits (LIHTC)
• Experience with Yardi accounting software a plus
• Proficient in Microsoft Office
• Ability to multitask and prioritize multiple projects
• Strong interpersonal communication and presentation skills
• Ability to work in team-oriented environment

EXPERIENCE

• Preferred experience with real estate development and financing, drafting of legal documents such as leases, sales contracts, vendor contracts and letters of intent, project financing, and general employment matters.

EEO: M/F/D/V

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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