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    Tax Manager - Boston, United States - TA Realty LLC

    TA Realty LLC
    TA Realty LLC Boston, United States

    3 weeks ago

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    Description

    Company Overview :


    TA Realty LLC ("TA") is among the largest and most experienced real estate investment management firms in the United States.

    Since inception, the firm has acquired, invested and/or managed over $39.0 billion of real estate and acquired over 1,200 industrial, multifamily, retail, office, mixed-use, and data center properties on behalf of U.S.

    and non-U.S. investors, including public, private and Taft- Hartley pension plans, endowments, foundations, family offices/trusts and high net worth individuals.


    Since its first fund, TA has successfully implemented its investment strategy through a series of 13 value- added, closed-end commingled funds, three open-end funds and a number of customized core separate accounts.

    By consistently executing these strategies, it has delivered attractive risk-adjusted returns over time, driven by an emphasis on income, diversification, prudent use of leverage and active asset management.

    One of the hallmarks of TA is the seasoned experience of its employees.

    The firm's investment professionals, including 26 partners with an average firm tenure of 17 years, have extensive experience in property acquisitions, asset management, portfolio management, valuations, dispositions and finance and operations.

    TA's reputation for integrity and ethics is one of its most important assets.

    In order to safeguard this reputation, TA believes it is essential not only to comply with relevant federal and state laws and regulations, but also to maintain high standards of personal and professional conduct at all times.


    Summary of Position :


    The Tax Manager will report directly to the Tax Director and will be responsible for managing the overall tax compliance and planning process.


    The Tax Manager will work closely with all disciplines at TA, including investor relations, corporate accounting, acquisitions, asset management, portfolio management, valuations and dispositions, as well as outside third parties, including audit and tax providers, consultants, investors, and legal counsel.


    Primary Responsibilities:
    Review all tax workpapers/returns related to Fund/Management company entities, which include Partnerships, REITs, and U.S. and Offshore Blocker Corporations
    Ensure the Fund's compliance with the quarterly/annual REIT requirements, through the review of quarterly/annual REIT testing prepared by tax service providers, communication with PMs on the completion of PSQs, and identification of potential ITSI issues on a property-by-property basis
    Prepare quarterly/annual tax provisions for the Fund's U.S. and Offshore Blocker Corporations
    Prepare non-U.S. investor's tax withholding analysis related to REIT and Corporate ordinary income distributions (FDAP) and REIT capital gain distributions (ECI/FIRPTA)
    Manage the tax reporting process related to the Fund/Management company entities, which include timely filing of all tax returns, extensions and estimate payments to the tax authorities as well as the delivery of Schedule K-1/K-3, Form 1042, and Form 8804 to investors
    Coordinate with the Investor Relations team to collect and review non-U.S. investor tax documentation and maintain non-U.S. investor tax withholding/information tracker
    Assist the Tax Director to address investor requests
    Maintain tax compliance calendars and trackers
    Collaborate with both Fund and Corporate Accounting teams to provide required information to tax service providers
    Resolve Federal and state tax notices
    Research tax technical and accounting issues, with the ability to present findings and positions in a clear, concise, understandable written form


    Minimum Qualifications:
    BS in Accounting REQUIRED; MS in Taxation a plus
    CPA with at least 5 years of Public Accounting
    Technical knowledge of US real estate partnership taxation, REIT taxation and qualification, corporate taxation, and state income and franchise taxation
    Familiar with identifying cross-border taxation issues related to inbound transactions, such as ECI/FIRPTA, FDAP, branch profits taxes, and income tax treaties
    Understanding of Fund/Management company investor tax sensitivities, such as UBTI, section 199A, section 163(j), section 1061, and state withholding/composite requirements or exemptions


    Knowledge, Skills and Abilities :
    Strong Excel and Bloomberg BNA skills REQUIRED
    Excellent communication, organization, analytical and attention to detail skills
    Strong work ethic with a desire to learn
    Ability to prioritize when working on multiple tasks and adapt to changing needs within the office

    #J-18808-Ljbffr


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