Tax Associate

Hillpointe • Winter Park, FL

2d • Onsite

About The Position

The Tax Associate, under the direction of the Tax Manager, will work to provide real-time forecasts, estimates and tax analysis across the organization. The Tax Associate will also be responsible for the preparation and filing of various tax reports.

Requirements

• Bachelor’s degree in accounting is required
• Minimum 1 – 2 years of experience in public accounting (tax)
• Advanced proficiency in Microsoft Excel, with the ability to utilize pivot tables, and complex formulas to process large quantities of data
• Excellent written and verbal communication skills
• Strong analytical skills, with a focus on accuracy and thoroughness
• Eagerness and ability to learn in a fast-paced environment
• Strong interpersonal skills with the ability to interact effectively with all levels of staff, management, and external partners.

Nice To Haves

• Experience with real estate partnerships, REITs, private equity is a plus
• CPA or CPA candidate is preferred but not required
• Knowledgeable of property accounting is preferred, multi-family a plus

Responsibilities

• Assist in the preparation and coordination of year-end partnership and corporate income tax returns across all entities.
• Provide daily updates of tax return status during filing season.
• Gather and compile information for cost segregation studies and any other tax credits.
• Assist in maintenance of forecasts and estimates based on various capital event scenarios.
• Manage tax basis depreciation schedules prepared by the accounting team.
• Receive and respond to all tax notices (Federal, State, Local) and problem solve solutions.
• Maintain tax basis equity schedules for all entities and investors.
• Prepare and remit sales/use tax and 1099 reports across all applicable entities.
• Maintain a master dashboard for parcels owned, property taxes assessed and property tax appeals.
• Prepare Tangible Personal Property tax returns.
• Support fund administration, client/investor relationships, and related financial processes from a tax perspective.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level