BPG Tax Manager/Director
About The Position
This role offers the opportunity to join a premier real estate private equity platform, supporting a global portfolio of large-scale, institutional-quality investments across multiple strategies. The Tax Manager/Director will work closely with investment, asset management, and senior tax leadership teams, contributing to complex transactions and strategic decision-making. The position combines technical tax expertise with meaningful involvement in acquisitions, dispositions, and fund structuring, while also driving process improvement and technology initiatives across the tax function. This is a high-impact role with strong visibility, ownership, and the ability to influence both operational and strategic outcomes.
Requirements
- CPA with 5-10+ years of real estate tax experience, including private funds
- Big 4 experience required; industry experience strongly preferred
- Experience in managing complex fund tax compliance and investor reporting processes
- Strong technical knowledge of REIT, partnership, and corporate tax
- Experience with U.S. withholding tax for non-U.S. investors and international tax concepts
- Ability to operate in a fast-paced, deal-oriented environment
- Strong project management and communication skills
- High attention to detail and ability to manage multiple priorities
Responsibilities
- Oversee the end-to-end U.S. tax compliance process for large real estate private funds (REIT, corporate, partnership), including coordination and review of external advisors
- Lead investor tax reporting (K‑1/K‑3, 1099, 1042-S, 8805) and serve as a senior point of contact for investor-related tax matters
- Partner with investment, asset management, and transaction teams to provide tax input on acquisitions, dispositions, financings, and restructurings, including analysis of tax-efficient structures and risks to returns
- Support REIT compliance and planning, including review of quarterly and annual testing
- Oversee U.S. tax withholding, tax provision processes, and related reporting requirements
- Maintain tax documentation related to acquisitions and dispositions, including closing binders
- Lead tax audits and manage interactions with taxing authorities and external advisors
- Oversee investor tax form (W‑8/W‑9) validation processes and ensure compliance
- Maintain transfer pricing documentation and support cross-border tax considerations
- Provide oversight of tax operations for select portfolio companies and align with overall fund strategy
- Conduct technical tax research and assess implications of U.S. real estate and international tax developments
- Drive strategic initiatives to enhance the tax function, including process improvements, data optimization, and technology implementation
- Provide leadership and mentorship to junior team members and coordinate across internal stakeholders and external advisors
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What This Job Offers
Job Type
Full-time
Career Level
Manager
