Tax Compliance Specialist

4 weeks ago


Dallas, Texas, United States Standish Management Full time

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy-out, Venture Capital, Real Estate and Fund-of- Funds.

For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services.

For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.


Job Description:


The Tax Manager is responsible for leading all phases of tax compliance with third party tax preparation providers for real estate investment funds, fund investments and real estate projects.


Key Responsibilities:
• Lead coordination and review of tax packages for outside tax firms and assist firms/client with progress and questions related to filing returns and K-1's
• Review partnership and corporate tax returns prepared by tax accounting firms
• Lead communication with outside tax firms on issues of tax allocations, distributions, partner estimates, etc.
• Review annual and quarterly REIT compliance testing and ensure REIT compliance files are complete
• Review of acquisition due diligence checklists for UBTI and REIT qualification implications
• Maintenance of REIT compliance files to include demand letters, independent contractor statements, tenant and vendor database, due diligence issues, etc.
• Partner with Accounting Teams to calculate foreign tax withholdings for monthly distributions & assist accounting teams with reporting of deferred tax assets and deferred tax liabilities on quarterly financials
• Review tax engagement contracts and fees with outside tax firms
• Conduct independent research and consultation with client, outside attorneys, and tax firms on structuring alternatives and implications for funds and/or real estate projects
• Assist client portfolio management with investor tax questions, partner waiver/affidavit filing
• Manage tracking of IRS and state tax notices and working with outside tax firm to clear issues, and facilitate accurate and timely tax payments and recording of partnership tax withholding
• Establish consistent procedures and policies between real estate funds and with multiple tax firms with regard to tax compliance.
• Train and develop other department accountants with regards to tax compliance and issues as they relate to real estate investment entities and investment funds
• Work within complex accounting structures
• Handle various ad hoc accounting functions for client funds, where needed

Requirements:
Bachelor's degree in Accounting or related discipline
CPA preferred
5-7 years industry or public accounting experience (real estate and partnership tax compliance preferred)
REIT testing and reporting experience strongly preferred
Working knowledge of preparing tax provision schedules and tax holdback calculations
Proactive and employs critical thinking skills in identifying tax issues
Strong Excel and computer skills
Strong organizational and interpersonal skills including attention to detail and self-motivation
Excellent oral and written communication skills
SEC compliance for Registered Investment Advisors experience a plus

  • Dallas, Texas, United States FORVIS Full time

    As a trusted advisor at Forvis, you will provide sophisticated tax compliance, consulting, and planning services to high net worth individuals, families, and fiduciaries.Our team of CPAs and JDs collaborate with financial planners, Wealth Strategists, and Innovation teams to deliver tailored solutions that help clients grow, preserve, and protect their...


  • Dallas, Texas, United States BGSF Full time

    BGSF is a leading Commercial Real Estate firm in Dallas, TX seeking an experienced Tax Accountant to join their team. This individual will be expected to hit the ground running in a highly energetic and collaborative company culture.Key Responsibilities:Execute multi-entity tax compliance activities for various aspects of the business including tax planning,...


  • Dallas, Texas, United States BGSF Full time

    BGSF is a leading Commercial Real Estate firm in Dallas, TX seeking a highly skilled Tax Accountant to join their team.This individual will be expected to hit the ground running, in a highly energetic and collaborative company culture.Key Responsibilities:Execute multi-entity tax compliance activities for various aspects of the business including tax...


  • Dallas, Texas, United States Welltower Full time

    Job SummaryThe Tax Manager will be responsible for fostering relationships across various areas of the Company. This position will work directly with the Controller's organization to generate necessary documentation for the preparation of tax returns, including estimated taxes, state apportionment, and other schedules as needed.Key ResponsibilitiesManage...


  • Dallas, Texas, United States Welltower Full time

    Tax Manager Job DescriptionThe Tax Manager will be responsible for fostering relationships across various areas of the Company. This position will work directly with the Controller's organization to generate necessary documentation for the preparation of tax returns, including estimated taxes, state apportionment, and other schedules as needed.Key...


  • Dallas, Texas, United States Texas Instruments Full time

    Job SummaryTexas Instruments is seeking a highly skilled Tax Compliance Specialist to manage all aspects of US federal tax reporting of international activities. This role requires a strong understanding of US tax laws and regulations, as well as excellent communication and leadership skills.Key ResponsibilitiesManage all aspects of US federal tax reporting...

  • Tax Manager

    1 month ago


    Dallas, Texas, United States Andersen Tax LLC Full time

    About the RoleAs a Manager in our State & Local Tax (SALT) practice at Andersen Tax LLC, you will oversee and complete tax projects, provide innovative tax planning, consulting, and compliance for a variety of clients, ranging from Fortune 500 companies to venture-backed startups.Key ResponsibilitiesEngage in business development activities, including...


  • Dallas, Texas, United States ALVAREZ & MARSAL TAX, LLC Full time

    Job Title:Senior Associate, Digital Tax Services SpecialistDescription:At ALVAREZ & MARSAL TAX, LLC, we are seeking a highly skilled Senior Associate to join our tax technology and automation team. As a Senior Associate, Digital Tax Services Specialist, you will be responsible for evaluating current processes to determine inefficiencies and identifying areas...


  • Dallas, Texas, United States RGP Full time

    Job SummaryWe are seeking a highly skilled Tax Professional to join our team as a Corporate Income Tax Compliance Consultant. In this role, you will assist our clients with their U.S. Federal, State, and Local income tax compliance requirements for the tax year.Key ResponsibilitiesLead and drive necessary change and improvement on a global scale.Collaborate...


  • Dallas, Texas, United States ALVAREZ & MARSAL TAX, LLC Full time

    AandM is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential.The collaborative environment and engaging work, guided by AandM's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity, are why...


  • Dallas, Texas, United States The Goldman Sachs Group Full time

    **Tax Planning and Advisory Specialist**The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and investment management firm. Our Tax Planning and Advisory team is responsible for managing the firm's worldwide taxes, ensuring compliance with tax laws, and advising on tax implications related to business transactions.As a Tax...


  • Dallas, Texas, United States Lopez Auto Insurance Full time

    Job OverviewLopez Auto Insurance is a leading insurance provider dedicated to delivering exceptional services. We're seeking a skilled Bilingual Tax Preparation Specialist to join our team.This part-time role involves preparing federal, state, and local tax returns for clients, ensuring accuracy and compliance with IRS regulations. Key responsibilities...


  • Dallas, Texas, United States The Robinson Diamond Resource Group Full time

    The Senior Indirect Tax Specialist plays a critical role in ensuring compliance with state and local indirect tax laws. This position focuses on controversy, compliance, tax accounting, and contributes to tax research and special projects related to Indirect Tax. The Senior Indirect Tax Specialist is responsible for a range of taxes, including Sales and Use...


  • Dallas, Texas, United States Jobot Full time

    Job Title: Tax ManagerWe are seeking an experienced Tax Manager to join our growing team. As a Tax Manager, you will be responsible for providing tax compliance and advisory services to partnerships, corporations, S-corporations, and individuals for a variety of clients.**Key Responsibilities:**Monitor audit/tax and office profitability, suggest measures to...

  • Tax Director

    4 weeks ago


    Dallas, Texas, United States Weaver Full time

    Job DescriptionWeaver is seeking a highly skilled Tax Director to join our team. As a Tax Director, you will provide federal tax compliance and planning services to high-net-worth individual clients and privately held businesses.Key ResponsibilitiesProvide federal tax compliance and planning services to high-net-worth individual clients and privately held...


  • Dallas, Texas, United States HedgeServ Full time

    HedgeServ is a leading global fund administrator with a strong commitment to regulatory compliance.We are seeking a highly skilled Regulatory Compliance Specialist to join our team and support our clients' needs in this area.The successful candidate will be responsible for various operational requirements surrounding hedge fund regulatory compliance...

  • Senior Tax Accountant

    4 weeks ago


    Dallas, Texas, United States gpac Full time

    Job Title: Taxation SpecialistJob Summary: We are seeking a highly motivated Taxation Specialist to join our team at GPAC. As a Taxation Specialist, you will be responsible for providing tax compliance and consulting services to a diverse range of clients.Key Responsibilities:Prepare tax returnsProvide tax compliance and consulting servicesCollaborate with...


  • Dallas, Texas, United States HedgeServ Full time

    HedgeServ is a leading global fund administrator with a strong commitment to regulatory compliance. We optimize our clients' experience using unique proprietary technology and expert knowledge of regulatory requirements.As a Regulatory Compliance Specialist, you will play a critical role in ensuring the accuracy and completeness of regulatory reporting...


  • Dallas, Texas, United States Jobot Full time

    Environmental Compliance SpecialistAt Jobot, we are seeking a skilled Environmental Compliance Specialist to join our team in the energy industry. As an Environmental Compliance Specialist, you will be responsible for ensuring compliance with air quality, federal, and state regulations, including CERCLA, CAA, NESHAPS, NSPS, and oil and gas compliance. Your...


  • Dallas, Texas, United States AlienVault Full time

    Job OverviewAlienVault is seeking a highly skilled Tax Management Specialist to lead our corporate billing system projects across the enterprise. As a key member of our team, you will be responsible for managing projects from ideation to completion, ensuring compliance with tax legislation and generally accepted accounting principles. Your expertise in...