Tax Manager

Tax Manager
Englewood / South Denver Metro
Privately Held Investment Co. & Family Office
Salary: $115000 - $135000 up to 15% Bonus
Hybrid Hands-On Non-Managerial Role for Real Estate Inv. . w/Portfolio Consisting of
Multi-Family Apartments Office Buildings & Industrial Holdings Totaling $2B in Assets Under Mgmt.
Must Have 5 Yrs. Pub. Acctg. or Sophisticated Family Office Tax Exp. w/CPA
Challenging Growth Opportunity w/Excellent Corp. Culture
Company Information

Founded in 2003 this unique leading-edge family-owned Navigator Recruiting client has grown to a 70-employee investment management company managing a large international portfolio more than $2B in assets under management. The firm actively invests in real estate capital markets private equity and philanthropy. The real estate portfolio is comprised of 25000 multi-family apartments (U.S and Israel) office buildings (U.S. Europe and Israel) industrial holdings and land holdings for development. This firm has had an extraordinary record of success a reputation for collaboration and partnership a depth of knowledge and experience and a history of finding opportunities.

The Tax Manager position will be a hybrid role (two days in-office - typically Mondays and Tuesdays) and a key member of the Finance & Accounting team (of about 8 people). The chosen candidate will report to the CFO (who is a CPA) and work alongside with another individual in the tax department. This role will be responsible for supporting tax compliance reporting and planning across a complex organization that includes high-net-worth individuals trusts partnerships real estate investments private foundations and investment holding entities. This role partners closely with the CFO Manager of Finance accounting team investment professionals and external tax advisors to ensure accurate timely reporting and well-coordinated tax processes. The position offers broad exposure to sophisticated tax matters and is designed to grow over time through structured knowledge transfer and increasing ownership. It is well-suited for a technically strong Tax Manager who values collaboration who enjoys working with complex structures and is interested in building deep expertise within a stable well-resourced organization were tax plays an integral role in financial and investment decision-making.

A complete benefits package includes medical dental vision life insurance 401K with match charitable donations match up to a 15% bonus (100% based on attaining individual goals and objectives; pro-rated and paid out 3/31) holidays and vacation.

Responsibilities

• Coordinate and review multi-state and federal income tax returns for high-net-worth individuals trusts private foundations partnerships LLCs real estate entities and investment holding entities.
• Prepare review and reconcile tax workpapers schedules and supporting documentation for use by external tax preparers.
• Analyze complex K-1s tiered partnership structures tax basis capital accounts and related tax attributes.
• Support trust and estate tax allocations distribution analysis gifting activity and estate planning coordination.
• Track tax impacts of investment and real estate activity including capital gains income holding periods and transaction-level considerations.
• Assist with tax analysis related to real estate activity including Opportunity Zones 1031 exchanges and Section 754 elections.
• Support periodic tax planning efforts estimated tax payment coordination and long-term planning discussions.
• Serve as an internal liaison with external tax advisors managing timelines reviewing draft returns and ensuring proactive compliance.
• Contribute to process improvements documentation standards and system enhancements with increasing ownership of the tax function over time.

Requirements

• Bachelors degree in Accounting orTaxationrequired; Masters degree in Taxation is preferred.
• CPArequired.
• Minimum 5years of tax experience in public accounting or a sophisticatedfamily office environment.
• Strong technical expertise in partnership taxation trust and estate taxation and high-net-worth individual tax planning.
• Experience with real estate investments private equity structures and multi-entity ownership structures preferred.
• Advanced proficiency in MS Excel including complex spreadsheets and large data sets.
• Strong analytical and technical problem-solving abilities.
• High level of integrity and discretion in handling sensitive financial information.
• Ability to manage multiple priorities and deadlines effectively.
• Collaberative communication style with the ability to explain complex tax concepts clearly.
• Interest in expanding technical depth and taking on broader responsibility.
• Minimal travel (0-10%)
• MS Dynamics GP Great Plains or QuickBooks experience helpful but not required