Tax Manager
Title: Tax Manager
Industry: Financial Services – Investment Management
Location: West LA – Hybrid
Overview: Pacific Executive Search has been engaged on a search for a Tax Manager position that offers you the chance to take on new responsibilities in tax compliance and strategic planning within a dynamic real estate investment platform located in West LA. You will collaborate closely with cross-functional teams and external advisors, enhancing your expertise in partnership taxation and deal structuring while contributing to impactful investment decisions. This role not only provides a vibrant working environment but also presents significant opportunities for career growth as you develop your skills in a fast-paced, evolving industry.
Description:
Responsibilities
- Oversee and manage all federal, state, and local tax submissions for funds, entities, and special purpose vehicles in collaboration with external tax advisors and fund administrators.
- Ensure the timely and precise distribution of investor K-1s and associated tax documents; address investor inquiries as necessary.
- Monitor adherence to FATCA, CRS, and other relevant tax reporting regulations.
- Maintain tax calendars and ensure that critical filing deadlines are consistently met across all entities.
- Assist with the tax implications of real estate transactions, including acquisitions, dispositions, joint ventures, and recapitalizations.
- Review partnership agreements and transaction documentation to assess tax consequences, including promote structures, waterfall models, and allocations.
- Provide guidance to internal teams on tax-efficient structures that align with investment objectives and market trends.
- Collaborate closely with the CFO, Accounting, Legal, Asset Management, and Acquisitions teams on tax matters related to funds and deals.
- Maintain effective relationships with external advisors, ensuring accountability for deliverables and quality of service.
- Contribute to enhancements in processes and internal documentation regarding tax controls, compliance protocols, and investor communications.
- Prepare for and address inquiries from tax authorities; manage audits and related documentation requests.
- Assist with tax-related components of the firm’s annual audit and periodic regulatory assessments.
Qualifications
- 6–10 years of progressive tax experience in the real estate sector, ideally combining public accounting (Big 4 or equivalent) with in-house private equity experience or solely in public accounting.
- Active CPA license is required.
- Bachelor’s degree in Accounting, Finance, or a related discipline.
- Extensive technical knowledge in partnership taxation and private equity real estate structures, including K-1s, 704(b), 752 basis rules, REITs, and promote/carried interest mechanics.
- Experience in managing third-party CPA firms and tax advisors.
- Strong attention to detail, analytical skills, and the ability to collaborate across functions in a dynamic, growth-oriented environment.