Tax Manager

Hometap

35d•$130,000 - $145,000•Remote

About The Position

We're looking for a Tax Manager to own Hometap's tax compliance and reporting function. This role sits in the Finance department and reports to the Controller. Tax at Hometap directly shapes how our investors, employees, and business partners understand their financial relationship with the company, and you'll treat it that way. You'll do well in this role if you have a strong command of partnership tax accounting, are comfortable serving as the primary point of contact with a third-party tax preparer, and take ownership of getting things right the first time. Hometap Equity Partners, LLC is taxed as a partnership and serves as the general partner of several funds and joint ventures, which are also taxed as partnerships. Two corporate entities add complexity to the mix, including ASC 740 income tax accounting. You're someone who finds this range of entity types interesting rather than intimidating, brings sharp technical judgment, and communicates clearly with investors and internal partners alike.

Requirements

5+ years of tax experience with meaningful exposure to partnership tax accounting, including review of Form 1065 and Schedules K-1 for funds, joint ventures, or similar pass-through entities
Active CPA license
Strong technical understanding of partnership tax concepts, including capital account maintenance, allocations, and tax distributions
Experience with ASC 740 income tax accounting for corporate entities, including current and deferred taxes
Track record managing a third-party tax preparer relationship, reviewing work product critically and holding external partners accountable to quality and timelines
Experience reviewing and responding to state tax notices across multiple jurisdictions
Sharp attention to detail and a self-starter mindset. You spot issues and drive them to resolution without waiting to be asked
Clear written and verbal communication, including the ability to explain complex tax matters to investors and non-tax professionals
Comfort with financial software, ERP systems, and the Microsoft Office Suite, especially Excel.
Ability to work independently and collaboratively in a fully remote, fast-paced environment

Nice To Haves

NetSuite experience is a plus
Public accounting firm experience, particularly with fund or partnership clients, is a plus

Responsibilities

Serve as Hometap's primary point of contact with our third-party tax preparer (a public accounting firm). Review all federal and state tax filings for accuracy and completeness before submission, including Form 1065 and the related Schedules K-1 issued to investors and employees across Hometap's partnership entities.
Apply partnership tax expertise to review allocations, distributions, and capital account maintenance across Hometap's entities. Make sure K-1s are accurate, delivered on schedule, and paired with clear communication to recipients.
Manage income tax accounting for Hometap's two corporate entities under ASC 740, including current and deferred tax calculations. Lead the adoption of ASU 2023-09 (Income Tax Disclosures) later this year, assessing the impact and coordinating implementation with the Controller.
Review and respond to state tax notices across all entities. Track open items through to resolution and escalate to the Controller and external advisors when appropriate.
Initiate federal and state estimated tax payments and extension payments on time. Record related journal entries in the accounting system and maintain supporting documentation.
Own reconciliation of tax-related general ledger accounts on a regular basis, keeping the tax filings and the books aligned.
Communicate proactively with investors about the timing and availability of K-1s and quarterly fund and joint venture financial statements. Handle ad hoc investor questions with professionalism and accuracy. Notify employees annually when their K-1s are available.
Confirm the accuracy of quarterly distribution calculations and the underlying tax calculations that support them across Hometap's partnership entities.
Track changes in federal, state, and local tax law and assess their impact on Hometap's entity structure and obligations. Surface tax planning opportunities and recommendations to the Controller.
Support external auditors on tax matters during the annual audit. Prepare and organize supporting schedules and workpapers independently, escalating to the Controller as needed.
Partner with the Controller on special projects and ad hoc analyses, bringing a tax perspective to broader finance initiatives.
Continuously assess and improve tax processes, controls, and documentation so they scale with Hometap.