Tax Manager
New York, New York • $135,000-$175,000
About the Company:
Our client is a privately held investment firm that manages and grows a portfolio of real estate assets on behalf of a single family. It focuses on long-term value creation through direct property investments, development, and strategic partnerships.
Responsibilities:
- Oversee the preparation and filing of federal and state tax returns across multiple entities and individuals
- Compile and analyze K-1s; addressing capital account, basis, and allocation issues
- Review draft returns for accuracy and consistency with internal financial data and planning goals
- Prepare detailed write-ups and workpapers to support efficient filings and reviews by external tax firms
- Prepare and manage federal and state estimated payments and related documentation
- Assist in quarterly and year-end tax planning including modeling tax impacts from significant transactions
- Track and maintain investor-level tax attributes such as residency, withholdings, and elections
- Respond to IRS and state tax notices
- Ensure tax files, trackers, and estimate schedules are consistently organized and up to date
Requirements:
- Bachelor’s degree in accounting or tax
- 7-10 years of experience in public accounting and/or private tax roles
- Exposure to complex pass-throughs and high-net-worth individuals a must
- CPA preferred
- Experience with trusts, private foundations, and estate-related tax structures
- Technical expertise in partnership tax, basis and capital account tracking, K-1 review, and multi-state compliance
Salary Range:
$135,000-$175,000
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