The posting
Our client, a well-established real estate company in Orange County, has engaged us to identify a Tax Manager to join their tax team. Reporting to the Director of Income Tax Planning & Compliance, the Tax Manager will oversee income tax planning, compliance, and risk management across corporate, partnership, and REIT structures, ensuring the company’s tax position is optimized, compliant, and aligned with business strategy. They also have a Hybrid work-from-home schedule!
The company acquires, develops, redevelops, and manages multifamily residential properties. They combine strategic growth with long-term value creation for shareholders, residents, and communities.
The Tax Manager will lead complex tax matters, collaborate closely with cross-functional teams and external advisors, and serve as a key internal authority on tax technical issues, audits, and strategic transactions. This leader will bring deep technical expertise, strong ownership, and the ability to execute with precision in a fast-paced, deadline-driven environment while balancing strategic priorities with hands-on delivery.
Below you’ll find more details about the opportunity. We hope it brings to mind someone who may be interested in this highly visible position, and we invite you to share the information with others.
MAIN RESPONSIBILITIES & COMPETENCIES
- Work and manage outside advisors to review and file timely federal, state, and local corporate, and partnership income tax, franchise tax and information tax returns. Responsibilities include managing internal and tax deadlines, preparing Company data for returns, review returns, and collaborate with tax consultants.
- Implement effective tax strategies to minimize the overall tax burden of the company and to minimize overall costs associated with the tax function.
- Assist with due diligence for proposed acquisitions and support the Company’s tax matters related to disposition transactions.
- Responsible for filing and paying all Company's indirect tax filings, including but not limited to B&O tax, gross receipts tax, and business licenses.
- Assist with management of Company's taxable REIT subsidiary, tasks include preparing quarterly income tax provision, managing intercompany transactions, managing services and income streams, tracking tax credit generation and utilization, and conducting annual corporate overhead survey.
- Assist with income tax examinations and respond to various tax notices.
EDUCATION, EXPERIENCE, & PREFERRED SKILLS
- Bachelor’s degree (B.A./B.S.) in Accounting or Finance; Master’s or Ph.D. degree strongly preferred.
- 5 – 7 or more years of progressive experience in tax planning, tax compliance, and tax return preparation involving corporate, partnership, and REIT tax matters.
- CPA certification preferred.
- Yardi experience preferred.
- Big 4 public accounting experience preferred.
- Knowledge of partnership taxation required, knowledge of Corporate tax and California tax matters; good understanding of REIT qualification matters and REIT/TRS transfer pricing issues; strong understanding of U.S. GAAP reporting for income taxes.
- Ability to thrive in a fast-paced, dynamic environment with shifting priorities and time-sensitive deadlines.
- Strong communication skills with the ability to influence across all levels of the organization and engage effectively with external auditors and advisors.
- Exceptional attention to detail and the ability to manage multiple priorities in a deadline-driven environment. Demonstrated ability to work independently while remaining a collaborative and dependable team member.
- Demonstrated ability to lead and coordinate work across project teams, including assigning responsibilities, supervising deliverables, and supporting the development, performance management, and engagement of team members.
- Sound judgment and discretion when navigating sensitive matters, with the ability to produce clear, concise written communications and deliver effective presentations on complex tax topics to internal audiences.
- Strong analytical capability to review, interpret, and synthesize tax documents, proactively identifying issues, risks, and opportunities and escalating them appropriately.
- Consistent decision-making grounded in a solid understanding of company policies, procedures, and business practices to meet objectives and deliver results within established timelines.
