Tax Counsel, Real Estate

Bridge Investment Group • Sandy, UT

4d

About The Position

Tax Counsel will support Bridge Investment Group’s Real Estate platform by providing practical tax guidance on complex real estate transactions, fund formations, and investment structures. Reporting to the General Counsel, the role partners with investment, asset management, legal, and tax colleagues to evaluate tax considerations, structure transactions, and support efficient outcomes across acquisitions, dispositions, refinancings, recapitalizations, and fund initiatives. The position is suited to an experienced real estate tax attorney who can provide business-focused advice while working collaboratively and independently.

The role supports a growing real estate platform in alternative asset management, working at the intersection of law, tax, and investment strategy. It offers broad exposure to transactions and fund structures, ownership of complex matters, collaboration with senior decision-makers, and the opportunity to shape tax-efficient strategies across a diverse real estate portfolio.

Requirements

• J.D. from an accredited law school.
• Admission to, or eligibility for admission to, the Utah bar.
• At least 5 years of relevant tax experience focused on real estate transactions, investment structures, and fund formation, gained at a nationally recognized law firm, a Big Four real estate tax practice, or in-house within a real estate investment manager, REIT, or alternative asset manager.
• Experience advising on complex real estate transactions, including acquisitions, dispositions, joint ventures, partnerships, financing structures, and investor-related tax matters.
• Working knowledge of REITs, partnerships, FIRPTA, and tax considerations affecting domestic and international investors in U.S. real estate.
• Ability to independently manage complex matters, prioritize competing demands, and provide practical guidance to business stakeholders.

Responsibilities

• Advise investment and asset management teams on federal, state, local, and cross-border tax considerations in real estate acquisitions, dispositions, refinancings, recapitalizations, and other investment activities.
• Support the design and maintenance of tax-efficient real estate structures, including REIT, partnership, and joint venture structures, and monitor ongoing REIT qualification requirements.
• Partner with fund formation counsel and capital raising teams on fund launches, side letters, subscription documents, and structuring for taxable, tax-exempt, and non-U.S. investors, including UBTI, ECI, FIRPTA, and Section 892 considerations.
• Review, draft, and negotiate tax provisions in purchase and sale agreements, joint venture and partnership agreements, financing documents, and other transaction-related agreements, including Sections 704(b) and 704(c) allocations, tax distributions, and tax indemnities.
• Support tax due diligence for prospective investments by coordinating with external tax counsel, accounting advisors, and internal stakeholders.
• Monitor tax legislation, Treasury regulations, and state and local tax developments and evaluate their impact on existing and future investments and structures.
• Translate complex tax concepts into clear, actionable guidance for investment professionals, business leaders, and other non-tax stakeholders.
• Manage relationships with outside tax counsel and advisors, overseeing project scope, budgets, timelines, and the quality of deliverables.
• Provide independent judgment and strategic recommendations as a trusted tax advisor across the organization on complex real estate matters.

Benefits

• Medical, dental, and vision insurance.
• Optional critical illness, accident, legal and identity theft, and pet insurance coverage.
• Company-paid life insurance, with the option to purchase additional coverage.
• Company-paid long-term disability coverage.
• Benefits concierge service and access to mental health and well-being resources.
• 401(k) plan with dollar-for-dollar company match up to 6% of pay; contributions are immediately vested. Eligible employees are automatically enrolled at a 4% contribution rate.
• Paid time off and 11 paid holidays annually.
• Paid parental leave for eligible employees, with leave amounts depending on caregiver status and length of employment.
• Tuition reimbursement of up to $5,000 per year for pre-approved education expenses.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Ph.D. or professional degree