Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the global supply chain. Realterm seeks to build and invest in value-added business platforms that have a proprietary position in their markets, source investments with favorable supply/demand dynamics and bring intense focus to operating results.
Realterm offers several career fields such as Accounting, Asset Management, Capital Markets and Investor Relations, Construction, Finance, Investments, Leasing, and Property Management that make working here unique, challenging, stimulating, and rewarding. With offices in Amsterdam, Annapolis, Baltimore, Chicago, Frankfurt, Houston, Los Angeles, Montreal, New York, Singapore and Sydney, you are empowered to take your career where you want it to go.
A career at Realterm allows you thrive in a fast-paced workplace environment with tremendous scale. Enjoy working in a collaborative environment with supportive teammates where you will be challenged to grow and be at your best every day. We offer our employees a robust and competitive benefits package. If you are looking for a rewarding career in private equity commercial real estate, apply today.
Essential Duties and Responsibilities
- Partner with the VP of Tax and Managing Director of Finance to provide and execute advice related to the tax implications of business activities and initiatives as well as tax risks the company faces.
- Oversee, prepare, and review tax models and work papers related to the quarterly tax estimates and annual tax return process.
- Plan and manage preparation and review of all US federal, state, and local partnership and corporate income tax returns for Realterm's holding companies and asset management companies.
- Ongoing planning and coordination of internal teams to understand, document and calculate detailed tax related transactions required as part of the annual corporate compliance process.
- Responsible for the review and delivery of K-1s related to the Firm's holding companies and asset management activities.
- Responsible for the maintenance of partner demographic data, including W-9 and W-8, partner transfers, and state filing information.
- Plan and manage an efficient tax compliance process and maintain audit-ready work papers.
- Design strategies for transactions, acquisitions, and other initiatives to minimize tax risk and maximize tax efficiency.
- Manage the filing of personal property tax returns and other ad-hoc regulatory filings.
- Develop good working relationships with key stakeholders with an emphasis on Accounting and Finance, Legal and Compliance, Human Resources, Technology, and external tax advisors.
- Liaise with private equity teams as well as the third parties with respect to accounting packages, partner allocations, underlying K-1s, and investor information for the tax preparation.
- Serve as a primary point of contact with external tax advisors.
- Conduct tax research and draft memorandum.
- Update job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, participating in professional organizations.
- Responsible for the creation of training tools and checklists to support the compliance process.
- Assist with and understand complex federal, state, international, corporate, and partnership tax issues.
Competencies
Accountability
Character, Trust, Integrity
Planning, Decision-Making & Initiative
Development & Learning
Collaboration, Communication & Teamwork
Qualifications
- Demonstrated working knowledge of tax issues related to partnership and corporate structures
- Demonstrated working knowledge of tax issues related to the asset management industry (real estate specific preferred)
- Comfortable in complex ownership structures
- State and local tax experience
- International tax experience, preferred
- Effective and proven project management skills
- Effective communicator (both oral and written) and be able to communicate with all staff and executive levels within the organization
- Able to work effectively as a team member across business groups
- Able to engage others (that they do not directly supervise) to actively participate in projects
- Ability to multi-task in a fast-paced environment.
Education and/or Experience
- 5+ years of total experience with at least 3 years in a public accounting firm
- Bachelor's degree in accounting, taxation, law or other related field
- CPA license required
- Tax experience required
- Experience with partnership tax required
- Experience with state tax required
- Experience with corporate tax preferred
- Experience with international tax preferred
- Self-starter and entrepreneurial mentality
- Strong Excel skills essential
- Strong tax research skills
Work Environment
The position will work in a general office setting and may require travel, up to 10% of time annually, to remote office locations based on organizational/business needs.
Physical Demands Must be able to remain in a stationary position for the majority of the workday, sitting at a desk, consistently operating a computer. The person in this position must be able to access file cabinets and office machinery (to include a computer, copier, and fax machine). On occasion, may need to lift boxes of up to 10 lbs.
Realterm prioritizes, embraces and values safe, inclusive and collaborative environments and is committed to intentionally building a workplace where our employees can succeed. Full-time eligible employees may participate in our robust benefits program which includes healthcare (single and family coverage available), retirement plan with matching contributions, paid leave, volunteer time off, wellness/lifestyle benefits and more. More information regarding benefits and total compensation will be provided during the hiring process.
Realterm is an equal opportunity employer, as we value and respect diversity. We encourage diversity in ideas, opinions, experiences and identities. We do not discriminate in our employment practices based upon protected class, to include race, color, religion, sex, national origin, age, disability or genetic information.
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