THE OPPORTUNITY
- Do you have strong tax knowledge that you wish to utilize in a growing real estate development and investment company?
- Are you looking to lead tax planning, preparation, and the review process?
- Does the future opportunity to lead a Tax Department as part of a succession plan appeal to you?
ABOUT THE COMPANY
North American Properties (NAP) develops, manages and invests in real estate so communities can thrive. Their projects include multifamily and student housing, mixed-use spaces, retail and grocery-anchored shopping centers, hotels and offices, and condominium development projects in excess of $500 million across the United States. Outside of traditional real estate development, NAP seeks investment opportunities and forms active partnerships with visionary leaders to build strong businesses. They partner with strong leaders who share their values and a similar sense of contribution to society and some of their portfolio companies include the Cincinnati Reds, Skyline, Eleeo brands, Nehemiah Manufacturing, Last Mile, and Struxtion.
KEY RESPONSIBILITIES (JOB SUMMARY)
The Tax Manager is responsible for coordinating the tax compliance function for 200+ entities. Successful outcomes of this position include all tax returns accurately and timely filed including well-organized and supported workpapers, accurate and timely reporting of tax projections to investors, and a reputation for excellent customer service. The Tax Manager will also:
- Coordinate the tax compliance function utilizing internal and third-party resources
- Review the annual accounting of various LLCs as part of the tax preparation process
- Review various tax returns including partnerships, trusts and individual returns
- Prepare complex tax returns involving 704(c) allocations and multi-state filings
- Prepare tax component of hold/sale analysis for real estate projects
- Prepare taxable income projections/estimates
- Supervise a tax accountant
- Coordinate and lead annual tax training efforts to the accounting team
- Work with the Family Office for estate/gift and income tax planning
- Manage and lead special projects
IDEAL CANDIDATE QUALIFICATIONS AND EXPERIENCE
- BA or BS in accounting or a related field.
- Must be a CPA.
- Experience in the real estate industry preferred, but not required.
- Advanced understanding related to the tax aspects of partnership agreements, contributions of appreciated property related to 704(c), 704(b) capital accounts, special allocations, and overall experience in dealing with Subchapter K – Partnership Taxation.
- Understanding of pass-through entity taxation at various state and local levels.
- Experience and understanding of individual income taxation as a result of partnership pass-through income.
- Strong proficiency with tax research software packages and strong working knowledge of federal tax code and regulations.
- At least 3+ years of public accounting experience in tax and total experience exceeding 5+ years.
KEY PERSONAL ATTRIBUTES
- Detail-oriented professional
- Self-directed and able to seek out objectives and complete tasks with minimal direction
- Excellent problem-solving and analytical skills
- Ability to prioritize and multi-task
- Team player with ability to interact with all levels of the organization
DIVERSITY/INCLUSION STATEMENT
Gilman Partners is committed to strengthening leadership teams and elevating the talent in our communities – and that means all qualified applicants will receive consideration without regard to race, ability, religion, sex, age, sexual orientation, gender identity/expression, or national origin. You don’t have to meet every qualification in this job description to apply. If you’re drawn to the position and believe your experience makes you a good fit, we encourage you to reach out.
