Tax Operations Manager

1 week ago


Tustin, California, United States Tricon Residential Full time
Job Summary

The Tax Operations Manager will be responsible for coordinating and reporting on the US tax operations of the single-family rental homes in the US, as assigned. This role requires strong analytical and technical skills on federal, state, and local tax issues applicable to US domestically controlled REITs, corporations, and partnerships.

Key Responsibilities
  • Review and file federal, multi-state, and local income tax returns for REITs, corporations, and partnerships.
  • Coordinate and support third-party service providers to ensure timely and accurate completion of tax reporting requirements.
  • Prepare and manage the tax compliance calendars, tax payments, and annual extension process.
  • Prepare and manage REIT compliance documentation, including quarterly asset and annual income testing, monthly E&P estimates, and annual shareholder demand letters.
  • Collaborate with other teams within the organization, including Accounting, Treasury, Legal, and Finance teams.
  • Respond to and assist private investors with tax-related matters.
  • Manage and oversee timely resolution of IRS or state income tax notices.
  • Assist with preparation and maintenance of tax depreciation records, 1031 like-kind exchange data, and partnership basis adjustments.
  • Perform, summarize, and memorialize tax research and conclusions regarding specific issues.
  • Assistance with tax planning initiatives as required.
Requirements
  • CPA designation is a requirement.
  • Good working knowledge of partnership taxation and domestic corporations is necessary.
Preferred Attributes
  • Experience in Big 4, private equity, or a private equity-backed company is a plus.
  • Completion of the in-depth Tax Course of CPA Canada is an asset.
  • Experience working in a private or corporate real estate environment is an asset.


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