Senior Tax Manager
Scottsdale, AZ - USA
Job Summary
Caliber is looking for an experienced Senior Tax Manager to join our team locally in Scottsdale AZ.
This position is primarily responsible for helping to create and expand Calibers accounting and finance capabilities in the areas of tax compliance and reporting. This individual will also play an integral role in driving the internal workflows and processes which are critical to a successful tax compliance function.
What Youll Do:
- Provide overall leadership and oversight for all Federal State and Local (FSL) tax matters.
- Lead the domestic ASC 740 income tax provision including annual and interim provision preparation review and documentation.
- Partner closely with Finance Accounting and other internal stakeholders to obtain accurate and timely data ensure proper tax adjustment calculations and develop a thorough understanding of the book accounting treatment of tax-sensitive items.
- Manage the preparation technical review and filing of all domestic income tax returns including the consolidated federal return and applicable state and local filings.
- Oversee the calculation review and submission of Federal State and Local estimated tax payments and extension filings.
- Identify analyze and resolve tax issues; provide guidance and direction to staff in responding to tax notices audits and inquiries from federal and state taxing authorities.
- Oversee the timely preparation review and distribution of K-1s to internal and external stakeholders.
- Provide leadership supervision and ongoing mentorship to tax staff as the team grows including performance management professional development technical training and workload oversight to ensure a high-performing and scalable tax function.
- Coordinate with and manage work performed by external tax advisors and temporary or loan staff as needed.
- Coordinate and assist with the domestic portions of IRS and state tax examinations including information gathering response preparation and audit resolution.
- Assist in the development implementation and ongoing maintenance of interim and annual tax controls ensuring compliance with internal control and SOX requirements.
- Oversee Opportunity Zone compliance including monitoring adherence to applicable federal and state rules regulations and filing requirements related to qualified opportunity funds and investments.
- Coordinate the collection review and validation of data necessary to support Opportunity Zone reporting compliance testing and documentation.
- Partner with internal stakeholders and external advisors to interpret Opportunity Zone guidance assess tax impacts and ensure timely and accurate compliance with related rules.
- Monitor regulatory developments affecting Opportunity Zone investments and evaluate implications for tax reporting compliance and planning.
- Monitor changes in tax law and assess impacts to the organization; communicate implications and planning opportunities to management as appropriate.
- Other duties as assigned.
What Youll Bring:
- Bachelors degree in accounting required; masters degree in taxation or CPA preferred
- Minimum 6-8 years of progressive corporate tax experience including a combination of Big 4 firm and in-house corporate tax roles
- Strong technical knowledge of Federal State and Local income taxation including consolidated returns and multi-state compliance & US GAAP
- Demonstrated experience with ASC 740 (income tax provision) including current and deferred tax calculations and disclosures
- Ability to interpret and apply complex tax regulations and communicate technical concepts clearly to non-tax stakeholders.
- Strong Microsoft Excel skills
- Real estate experience a plus
- High level of detail self-motivation and hands-on approach to problem solving is a must
- Demonstrated ability to be able to adapt and execute on activities and deliverables in an unstructured environment.
- Experience effectively working in cross-functional teams
- Our ideal person is versatile hard-working & can handle several moving parts/tasks at one time under deadline pressure
- Ability to maintain confidentiality and operate at a high level of integrity
- Motivated self-starter with ability to take charge
- Clear effective oral and written communication skills
Who we are: Caliber is a leading financial services company in the alternative asset management space focused on commercial real estate providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments.
Our Why: Caliber grows the wealth of good people to create a better world.
Our Vision: We create strategic investments that build generational wealth for our investors communities and team. We are an alternative asset manager with strategies in real estate and credit differentiated by our vertically integrated business model.
Our Core Values: Authenticity & Transparency Compassion & Service Vision & Agility
What we offer: Caliber offers benefits and perks such as-
- Discretionary Paid Time Off
- Volunteer Paid Time Off
- Paid Holidays
- 401k with Company Match
- Company Bonus Program
- Pet Discount Program
- Medical Insurance Company pays employee monthly premium
- Vision Insurance
- Dental Insurance
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Company paid life insurance
- Company paid Short Term Disability
- Additional voluntary life insurance options
- Long Term Disability options
- Employee Stock Purchase Program
- Tuition Assistance Program
Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination unlawful employment harassment and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities (EEO) to all employees and applicants for employment without regard to race color ethnicity national origin age sex gender identity sexual orientation religion disability pregnancy status veteran status genetic information or any other characteristic protected by law.
Required Experience:
Manager
About Company
Caliber is looking for a Senior Financial Reporting Associate to join our team locally in Scottsdale, AZ. This role is limited to candidates currently located in the Phoenix, AZ metro area. Applications from out-of-state candidates will not be considered. This position supports the c ... View more