Senior Tax Accountant

We are a privately owned real estate investment and asset management company headquartered in Irvine, California

Job Summary:

We are seeking a Senior Tax Accountant to join our Tax Team. An ideal candidate will be part of a fast paced and dynamic finance team within a growing organization in the investment management industry. This role requires a driven team-player with a positive and proactive attitude, excellent organization, and the ability to communicate clearly and effectively.

Job Responsibilities:

• Prepare / review tax workpaper, including state apportionment calculations, in support of Federal, State, or Local income partnership tax filings.
• Coordinate tax preparation process between various external parties and service providers.
• Prepare quarterly and annual tax projections.
• Prepare tax withholding allocations, including but not limited to California pass through entity tax (PTET) allocations, and process tax payments in accordance with policies and procedures.
• Conduct tax research through available application tools such as CCH.
• Review external JV K-1s/tax forms per established procedures.
• Review investor K-1s/tax forms and returns, prepared by third party CPA firms, in an effective and efficient manner.
• Assist with quarterly and annual REIT testing.
• Assist with IRC Section 704 workpaper updates.
• Assist with tracking tax notices, gathering information, working with respective state departments, and drafting response letters.
• Assist with other special projects assigned by management.

Qualifications & Competencies

• Bachelor’s degree in accounting or related field required, MBT/MST a plus.
• 3-5 years of relevant experience in tax preferred, experience in public accounting is a plus.
• Experience with Joint Venture accounting or passthrough entities is a plus.
• Experience with private equity real estate funds, private equity funds or REIT’s is a plus.
• Flexible and able to operate in a fast paced and dynamic environment.
• Excellent time management skills with the ability to work well under pressure and respond to shifting priorities to meet deadlines including those of the busy tax season.
• Ability to handle confidential investor information with discretion.
• Professional written and oral communication skills.
• Well-organized and detailed oriented individual with the highest degree of integrity, motivation and intellectual curiosity.
• Skilled in working across heavily matrixed organizations which requires significant influencing and collaboration skills.
• Tech forward with proficiency in Excel and knowledge in Yardi and Adobe.
• Ability to work in Irvine, CA office 5 days a week.