Director of Tax (Boston HQ)

WinnCompanies•Boston, MA

6d•Onsite

About The Position

WinnCompanies is seeking a Director of Tax for its corporate team in Boston, Massachusetts. Working in partnership with another Director of Tax, this role leads tax compliance and planning for a complex portfolio of more than 600 entities and approximately 150 non-filing entities, including partnerships, corporations, trusts, foundations, and individual returns. The position has a family office focus and requires experience with trusts, individual taxation, estate planning, and estate administration. Reporting to the Chief Financial Officer, the Director of Tax advises on transactions affecting the company and its owners, identifies opportunities to minimize or defer taxes, and partners with internal teams and external tax advisors. The role sets tax priorities, exercises independent judgment on complex issues, and has no direct reports. The typical schedule is Monday through Friday, 8:00 AM to 5:00 PM. The stated annual pay range is $150,000–$175,000; final salary varies based on responsibilities and scope, geographic location, relevant experience, and other factors.

Requirements

Bachelor’s degree in Tax, Accounting, or a related field.
8–10 years of relevant experience, including public accounting tax experience.
3–5 years of supervisory or management experience.
CPA or Enrolled Agent (EA) credential.
Strong knowledge of real estate partnership and individual taxation, with a background in partnership, trust, and individual tax.
Family office experience, including trust and individual tax experience and estate planning and estate administration experience.
Advanced Microsoft application skills, including Excel, and proficiency with Adobe, AI tools, and web-based applications.
Ability to analyze complex tax issues, apply sound judgment, communicate clearly in written and spoken English, and independently manage changing priorities.
Collaborative approach and strong service orientation, including the ability to explain complex information, provide staff training, and resolve issues promptly and respectfully.

Nice To Haves

Master’s degree in Tax, Accounting, or a related field.
Knowledge of trust and estate taxation.
Experience with Internal Revenue Code Sections 754, 743(b), 704(b), 163(j), 108, and 199A.
Experience with Microsoft Teams.

Responsibilities

Oversee federal, state, and local tax return compliance for a portfolio of approximately 600 entities, including partnerships, corporations, trusts, condo associations, individuals, and foundations.
Review and sign returns as Assistant Secretary; track filings; ensure timely filing of returns and payments; maintain state tax portal logins; prepare workpapers for third-party preparers; review their returns; and prepare and file returns and extensions.
Calculate and process tax return, extension, and quarterly estimated payments; provide tax journal entries to the accounting department; and compile and provide K-1s to investors.
Manage tax audits, respond to tax notices and investor queries, review accounting-firm engagement letters, and process accounting-firm bills.
Research tax questions and issues and keep abreast of tax law developments.
Manage and review the Founder’s and CEO’s income and gift tax return filings, provide projections for cash planning and estate planning, and work with the CFO on estate planning initiatives.
Assist with preparation of the CEO’s personal financial statements.
Prepare income tax and cash flow projections to support asset management decisions.
Complete special projects for the Chairman, CEO, CFO, and Development, Legal, Finance, Accounting, and Compliance teams, such as interest tracing, partnership agreement review, cost segregation and repair regulation study coordination, W-9 preparation, capital account tracking, budgeting, 1099 analysis, special allocation tracking, and solar deal consulting.
File personal property tax returns for management and development entities, sales and use tax returns, business privilege tax returns, 121A returns, and other miscellaneous tax forms.
Maintain the tax credit tracker and submissions, including Forms 8609 and MA CITC; ensure credits are properly reported and Forms 8703 are filed; and process annual capitalization of new entities.
Document Tax Department policies and procedures.