Tax Leader - Real Estate Funds

Tax Leader - Real Estate Funds

Location:

Charlotte, NC

Posted

02-04-2025

Sector

Accounting and Finance

Work Type

Direct Hire

Reference

63035

THE TEAM YOU WILL BE JOINING

  • Multi-billion dollar real estate investment firm expanding through acquisitions, enhancements, and the operation of distinctive retail properties in thriving markets
  • A company that manages a multi-fund private equity platform to generate returns for a large roster of industry-leading investors
  • A team that adequately balances and optimizes long-term risk-adjusted returns
  • A company devoted to the growth and expansion of Charlotte and surrounding areas
WHAT THEY OFFER YOU
  • Excellent culture committed to employee growth with a very tenured team with a fun office environment
  • Daily visibility and partnership opportunity with executive leadership
  • The opportunity to work with an industry leader with a focus on continuous growth and expansion
  • Competitive benefits package and compensation structure with an opportunity for profit sharing
WHY THIS ROLE IS IMPORTANT:
  • Serve as tax liaison and subject matter expert for all teams across the company
  • Ownership and coordination of tax responsibilities between in-house accounting/deal teams, while managing relationships with key external tax advisors (accounting firms and tax counsel)
  • Oversee corporate tax compliance, planning, and strategy
  • Lead REIT planning and operations – six funds with 60+ subsidiary REITs and growing
  • Ensure REIT compliance with oversight of REIT testing performed by Big 4 accounting firm
  • Research, develop and implement tax strategies for future products and legislative changes
  • Optimize fund structuring ensuring investor tax efficiency, operational viability, and cost controls
  • Support capital raising efforts and liaise with investor tax teams
THE BACKGROUND THAT FITS:
  • 5-10+ years of relevant real estate tax experience, preferably in private equity fund management, public REITs, or a top-tier law/public accounting firm serving real estate clients
  • Expertise in fund structures, REITs, tax compliance, investor-level tax considerations
  • Highly motivated, proactive, strategic thinker, with a passion for adding value through tax strategy
  • Strong collaborator, comfortable working closely with deal teams, senior management, and external tax advisors in a fast-paced dynamic environment
#LI-DT1

Share this job

Interested in this job?
Save Job
Create Alert
Create As Alert

Similar Jobs

SCHEMA MARKUP ( This text will only show on the editor. )
Share by: