Tax Compliance Director
1 month ago
REPORTS TO: EVP
The purpose of this job description is to communicate the responsibilities and duties associated with the position of Tax Compliance Director. While the following information should be considered a comprehensive description of this position, it should also be noted that some responsibilities and duties may not be specifically addressed.
Our company emphasizes a Team Approach and expects every person to perform any reasonable task or request that is consistent with fulfilling company objectives. It is imperative that you review these duties, skills, and physical requirements closely and that you understand that, by signing the Job Description Acknowledgment, you are verifying that you can perform all the duties, have the skills and possess the physical abilities that are necessary to perform the job as described.
JOB BRIEF: The Tax Compliance Director is responsible for monitoring the compliance for a diverse portfolio of both senior and multi-family properties that include multiple funding sources from Affordable Housing Programs such as Low Income Housing Tax Credits, Section 8 Project Based Vouchers, Rural Development, CDBG Funds, and HOME funds, etc. This position works with the property management team to provide superior customer service to employees, owners, lenders, auditors and governmental agencies. This position will implement and maintain compliance policies within the organization and manage the required governmental audits and inspections on property sites. The position location will be in office in Dallas, TX but may require travel to sites as needed.
DUTIES AND RESPONSIBILITIES
Conduct all business in accordance with company policies and procedures, Fair Housing, Americans with Disabilities Act, Fair Credit Reporting Act, LIHTC, HUD and all other laws pertaining to apartments and multifamily operations.
PERSONNEL
• Ability to effectively supervise, lead, and motivate a team.
• Must have a strong work ethic and positive attitude.
• Ability to read and interpret complex documents, such as regulatory agreements and compliance regulations, tenant files, etc.
• Excellent time and project management skills with the ability to organize and prioritize tasks.
• Excellent customer service skills and ability to be flexible, a team player and interface professionally with all levels of internal and external customers.
• Excellent interpersonal and communication skills including diplomacy and discretion.
• Proficient in English language in verbal and written communications.
• Handle high stress situations effectively.
• Ability to build external relationships while positively promoting the organization.
• Demonstrate initiative, professionalism, integrity and exercise confidentiality in all areas of performance.
• Thrives in a fast-paced, team-oriented, collaborative, deadline-driven work environment and ability to manage a high level of detail.
• A passion and strong understanding of our industry and our business' mission.
• Authorized to work in the United States for any employer.
• Ability to travel as needed
ADMINISTRATIVE/OFFICE
• Implement and maintain compliance policies and procedures within the organization that includes but is not limited to: OSHA Regulations, Section 42 of the IRS, Project Based Section 8 regulations Reporting to various cities, state, counties and bond agencies as well as permanent lenders and tax credit investors.
• Training of staff for compliance requirements at the property level.
• Effectively collaborate with lateral Department Managers and team members.
• Maintain matrix on all required reporting dates.
• Provide a comprehensive inspection-ready plan to ensure success for the inspection.
• Provide inspection oversight and timely responses to inspection requests by auditors.
• Oversee completion of files to ensure they are compliant with applicable Affordable Programs including Move-Ins, Annual Recertification, Interim Recertification, Gross Rent Changes, Terminations, Initial Certifications
• Review files to ensure they are compliant with applicable Affordable Programs
• HAP contracts compliance and recertifications
• Complete Enterprise Income Verification (EIV) tasks, including running reports and working discrepancies
• Tax Credit Units – Auditing 100% of initial and on-going resident files for program eligibility. • Rural Development - Auditing 100% of initial and on-going resident files for program eligibility.
• Process Annual OCAF (Owners Certification Adjustment Factor) and TCAC Filings after submission by the Compliance Specialists.
• Income Limits/Rents/Utility Allowances: Continuously monitor and adjust rent levels, consistent with changes to the HUD/AMI and City or County utility allowance schedules.
• Oversee the coordination of the necessary corrections for MOR, REAC findings.
• Oversee the coordination of a 3rd party vendor in obtaining Rent Comparable Study when needed for Contract Renewal.
• Legal Documents: Review all new project legal documents to determine reporting requirements and document record keeping.
• Review all e2530, HUD 9839, MEP, AFHMP when updates are made and submit within specified timelines.
• Monitor affordability on a quarterly basis.
• Work with the site teams to ensure the HUD Voucher is submitted timely
• Review funding applications on new deals to set up compliance property profile.
• Meet monthly with Property Management to report on the prior months’ activities and outline current months.
• Set-up/Maintain Realpage database pertaining to affordability and unit set-asides
TRAINING
• Complete all training courses by the required deadlines.
GENERAL
• Perform any additional duties or tasks and meet required deadlines as assigned by the EVP.
QUALIFICATIONS
• Bachelor’s Degree in business, real estate development or related field preferred.
• Possess and provide proof of HCCP and/or COS Certificates
• Minimum of 3 years equivalent level experience in managing/directing a property management compliance department or division.
• 5 years’ experience managing compliance.
• Computer literacy, including knowledge of computer systems and various applications including Word, Excel, PowerPoint, email programs, the Internet and ability to interface with various DBMS software.
• Realpage property management accounting software is preferred.
Computer Skills: Word Processing/On-Site Rental System (Must be proficient with a calculator.)
WORK HOURS:
40 hours per week or applicable to requirements of the portfolio. Must be available on weekends for staffing needs and emergencies.
PHYSICAL REQUIREMENTS
• Stand and walk or sit alternatively depending on specific needs of the day. Estimate 20% of the time is spent on feet and 80% sitting at a desk.
• Have occasional need (33% to 66% of the time) to perform the following physical activities: Bend/stoop/squat, pick up litter, filing, climb stairs, show and inspect the community, push or pull, open and close doors, reach above shoulder, store/retrieve supplies.
• Have frequent need (33% to 66% of the time) to perform standing and walking activities related to inspecting the community and traveling between properties.
• Constant need (66% to 100% of time) to perform the following physical activities: Writing/typing/data entry, corporate/inter-office/resident communication, grasping/turning, telephone/doorknob use, finger dexterity, typing, operation of office equipment.
• Lifting/Carrying (paperwork, deliveries, files, miscellaneous):
Over 25 lbs. Rare need (less than 1% of the time)
20 lbs. - 25 lbs. Occasional need (1% to 33% of the time)
Less than 20 lbs. Frequent need (33% to 66% of the time)
Under 10 lbs. Constant need (66% to 100% of the time)
VISION REQUIREMENTS
• Constant need (66% to 100% of the time) to complete forms, read and review reports and a wide variety of correspondence, view the computer screen. Frequent need to see small detail.
• Frequent need (33% to 66% of the time) to see things clearly beyond arm's reach (inspecting property, neighborhood surveys).
• Must be able to determine colors properly because of decorating, design, paint colors, etc.
HEARING REQUIREMENTS
• Constant need (66% to 100% of the time) to communicate over the telephone and in-person with property owners, corporate and resident management, vendors, and residents.
SPEAKING REQUIREMENTS
• Constant need (66% to 100% of the time) to communicate over the telephone and in person.
DRIVING REQUIREMENTS
• Frequent need (33% to 66% of the time) to utilize personal transportation to inspect apartment property and the surrounding neighborhood, make trips to the bank and also visit the corporate office.
• Must have valid driver's license and automobile insurance.
• Must be able to properly operate golf or club car.
WORKING ENVIRONMENT
• Indoors (66% to 100% of the time); frequently outdoors, all conditions (33% to 66% of the time).
• Occasional exposure to caustics, solvents, oils, fumes, flammables, pesticides, etc. (less than 10%).
REASONING DEVELOPMENT
- HIGH. Must be able to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate an appropriate course of action. Must effectively convey ideas, images, and goals to a diverse group of personalities.
Job Type: Full-time, in-office in Dallas, TX & visiting sites as needed. Not eligible for remote work.
Pay: Starting from $80,000.00 per year; DOE
Benefits:
- 401(k)
- Dental Insurance
- Health insurance
- Paid time off
- Vision insurance
SunRidge Management Group is an equal-opportunity employer and a drug-free workplace that has been in business for over 30 years.
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