Senior Tax Strategist

2 weeks ago


Palm Beach Gardens, Florida, United States Ram Realty Advisors LLC Full time

Company Overview:

Ram Realty Advisors, LLC is a distinguished investment advisory firm specializing in the acquisition, development, management, and financing of retail and multifamily properties across the Southeastern United States. With a robust portfolio and a strategic focus on ground-up development and adaptive reuse, we have successfully executed over $4.4 billion in real estate transactions since our inception.

Position Summary:

We are currently seeking a Senior Tax Strategist to enhance our accounting team at our headquarters. This role will be pivotal in overseeing tax reporting and planning, ensuring compliance with a variety of tax regulations, and managing relationships with external tax consultants. The ideal candidate will possess a strong understanding of Fund and REIT accounting practices.

Key Responsibilities:

  • Manage multiple tax engagements with various CPA firms, ensuring accuracy in the completion of tax returns, including tangible personal property returns.
  • Maintain a thorough understanding of federal, state, local, and international tax regulations.
  • Conduct quarterly reviews of financial data to optimize tax obligations.
  • Perform in-depth tax research and analysis.
  • Communicate potential tax issues and opportunities to the internal management team effectively.
  • Develop expertise in taxation and participate in structuring funds and entities in collaboration with external advisors.
  • Serve as the primary contact for partners and investors regarding tax-related matters.
  • Oversee fixed asset capitalization and depreciation policies, adapting methodologies as necessary based on ownership structures.
  • Maintain comprehensive accounting records, ensuring compliance with GAAP and FASB standards.
  • Assist with the preparation of consolidated financial statements for funds.
  • Streamline financial operations while applying sound tax and accounting practices.
  • Support the team with annual audits, quarterly reporting, and other financial tasks as needed.

Qualifications:

  • A minimum of 7 years of relevant experience in public accounting or tax.
  • Bachelor's degree in a related field; CPA designation preferred.
  • Proficiency in Microsoft Office, particularly advanced Excel skills; experience with Yardi is a plus.
  • Familiarity with REITs, partnerships, and real estate is highly desirable.

Essential Skills:

  • Strong problem-solving abilities and a proactive approach to research and resolution.
  • Excellent analytical skills to interpret business reports and correspondence.
  • Professional interpersonal skills to interact effectively with colleagues and stakeholders.
  • Commitment to punctuality and meeting deadlines.

Company Values:

  • High professionalism and a commitment to quality.
  • Open-mindedness and a willingness to learn.
  • Respect for self and others, with a strong sense of integrity.
  • Adaptability and teamwork-focused mindset.

Please note that this job description is not exhaustive and may be subject to change as needed.


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