Tax Manager
Winter Park, FL - USA
Job Summary
The Tax Manager is responsible for the accurate preparation coordination and review of tax compliance and supporting tax information across a diversified portfolio of real estate entities operating companies trusts and related ownership structures. This is a handson executionfocused role ensuring timely complete and accurate tax filings while partnering closely with the VP of Tax & Accounting and external CPA firms.
The Tax Manager serves as the internal subjectmatter expert for daytoday tax matters and is the primary owner of tax data integrity schedules and filings. The role includes clear escalation to senior leadership for tax strategy complex judgment calls and risk positions.
Key Responsibilities
Tax Compliance & Execution
Prepare coordinate and review federal state and local tax filings across complex real estate operating company and trust structures including partnerships corporations and passthrough entities
Manage tax deliverables endtoend ensuring filings are accurate complete and submitted on time
Maintain detailed tax workpapers schedules and supporting documentation to support filings and audits
Data Ownership & Integrity
Own the accuracy and completeness of tax data including capitalization debt ownership and intercompany activity
Coordinate closely with accounting to ensure tax filings align with financial statements and underlying books and records
Monitor changes in entity structures and ownership to ensure ongoing tax compliance
External CPA & Advisor Management
Serve as the primary daytoday contact for external CPA firms and advisors
Coordinate information requests review draft returns and resolve questions efficiently
Ensure external advisors have accurate and timely data while maintaining internal control over tax positions
Collaboration & Leadership Support
Partner closely with the VP of Tax & Accounting on tax planning initiatives issue resolution and risk assessment
Escalate complex technical issues uncertain tax positions and strategic considerations to senior leadership
Support responses to tax notices audits and inquiries as needed
Process Improvement
Identify opportunities to improve tax compliance processes documentation standards and data flow
Assist in building scalable tax processes to support growth and evolving ownership structures
Qualifications
Required
Bachelors degree in Accounting Taxation or related field
58 years of progressive tax experience with strong exposure to real estate and passthrough entities
Handson experience preparing and reviewing partnership and corporate tax returns
Strong understanding of entity structures capital activity and ownership changes
Experience working directly with external CPA firms and advisors
Preferred
CPA or Masters in Taxation
Experience in a complex multientity real estate environment (private equity family office or similar)
Familiarity with trusts and related ownership structures