Tax Manager

Tax Compliance and Reporting

• 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.

Partnership Tax

• 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.

Corporate Tax Accounting (ASC 740)

• 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.

State Tax Notices

• 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.

Tax Payments

• Initiate federal and state estimated tax payments and extension payments on time.
• Record related journal entries in the accounting system and maintain supporting documentation.

General Ledger Reconciliation

• Own reconciliation of tax-related general ledger accounts on a regular basis, keeping the tax filings and the books aligned.

Investor Communications

• 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.

Quarterly Distributions

• Confirm the accuracy of quarterly distribution calculations and the underlying tax calculations that support them across Hometap's partnership entities.

Tax Research and Planning

• 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.

Audit Support

• Support external auditors on tax matters during the annual audit.
• Prepare and organize supporting schedules and workpapers independently, escalating to the Controller as needed.

Special Projects

• Partner with the Controller on special projects and ad hoc analyses, bringing a tax perspective to broader finance initiatives.

Process Improvement

• Continuously assess and improve tax processes, controls, and documentation so they scale with Hometap.

Who you are: - 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. NetSuite experience is a plus - Ability to work independently and collaboratively in a fully remote, fast-paced environment - Public accounting firm experience, particularly with fund or partnership clients, is a plus