Tax and Treasury Manager

Southwest Accounting Resources • Phoenix, AZ

3d

About The Position

This is a highly visible, hands-on leadership opportunity for a tax professional with strong partnership taxation expertise and exposure to private equity, real estate investments, and fund accounting. The Tax and Treasury Manager will help develop scalable processes, strengthen controls, and support continued platform growth.

The role leads tax structuring for acquisitions, dispositions, financings, and fund formations; oversees federal and state tax compliance and external tax providers; and oversees accounting and reporting for GP entities and management company structures. It also manages treasury operations, cash positioning, liquidity monitoring, and banking administration.

The manager will develop scalable tax, accounting, and treasury processes; establish controls; integrate tax workflows with finance systems; lead cross-functional initiatives; and support the development of accounting, tax, treasury, or fund accounting professionals. Compensation includes a base salary of $150,000–$180,000, a 30% target annual bonus, eligibility for semi-annual bonus payments, and synthetic carried interest participation.

Requirements

• CPA required.
• 6+ years of combined public accounting and industry experience.
• Strong technical foundation in partnership taxation and working knowledge of REIT structures.
• Experience with tax modeling and transaction structuring.
• Exposure to private equity, real estate funds, infrastructure funds, or GP entity accounting.
• Working knowledge of treasury operations, cash management, and fund liquidity processes.
• Experience with capital calls, distributions, management fee structures, and carried interest.
• Demonstrated ability to manage external advisors and complex compliance calendars.
• Prior experience managing, mentoring, or developing accounting or tax professionals.
• Experience building processes, controls, and reporting frameworks within a growing organization.
• Strong project management, organizational, and leadership capabilities.
• Exceptional written and verbal communication skills, including the ability to present complex tax matters to senior leadership, lenders, and investors.
• High integrity, professionalism, and sound judgment.
• Hands-on, collaborative player-coach leadership style.
• Strong attention to detail and ability to operate under tight deadlines.
• Comfortable navigating ambiguity and managing competing priorities.
• Proactive, decisive, and solutions-oriented approach.
• Ability to build relationships and influence across multiple functions.

Nice To Haves

• Master's in Taxation (MST) or Juris Doctor (JD).
• Experience within private equity real estate, institutional real estate, or infrastructure investments.
• Experience supporting complex fund structures and REIT-related tax considerations.

Responsibilities

• Lead tax structuring for acquisitions, dispositions, financings, and fund formations.
• Partner with Investment and Finance teams on transaction underwriting and tax modeling.
• Develop tax strategies and technical analyses addressing partnership allocations, REIT considerations, and investor-specific requirements.
• Identify tax optimization opportunities across multiple jurisdictions and evaluate structural and tax implications of fund growth and new investments.
• Oversee federal and state tax compliance, partnership returns, K-1s, REIT testing, and indirect tax filings.
• Manage external tax advisors and service providers, including scope, deliverables, deadlines, and quality assurance.
• Review tax deliverables for technical accuracy and consistency with transaction economics.
• Maintain audit-ready documentation and support investor and lender diligence.
• Oversee accounting and reporting for GP entities and management company structures.
• Review capital account activity, management fee allocations, carried interest calculations, and investor commitments.
• Coordinate with fund administrators and external accountants to ensure accurate books and records.
• Support quarterly and annual financial reporting and investor reporting requirements.
• Ensure alignment between tax reporting, fund accounting, treasury activity, and legal entity structures.
• Maintain documentation supporting allocations, distributions, waterfalls, and intercompany transactions.
• Oversee treasury operations, cash positioning, liquidity monitoring, and banking administration.
• Coordinate wire transfers, bank account administration, signer management, and treasury controls.
• Maintain short-term cash forecasts and support liquidity planning.
• Monitor debt service requirements, lender reporting obligations, and restricted cash provisions.
• Support financing transactions, capital calls, distributions, and fund-level cash movements.
• Develop treasury policies, controls, and reporting processes to support organizational growth.
• Develop scalable tax, accounting, and treasury processes and operating frameworks.
• Establish controls around data integrity, tax assumptions, and filing positions.
• Determine appropriate allocation of internal and outsourced responsibilities.
• Integrate tax workflows with finance systems and reporting processes.
• Lead cross-functional initiatives involving Finance, Accounting, Legal, Investments, and external service providers.
• Support and develop accounting, tax, treasury, or fund accounting professionals.

Benefits

• Target annual bonus of 30% of base salary.
• Eligibility for semi-annual bonus payments.
• Synthetic carried interest participation, with details provided during the hiring process.
• Medical benefits.
• Dental benefits.
• 401(k) benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed