Tax Manager

About the Company

Last Mile Investments (LMI) is a growing real estate investment management platform focused on acquiring and creating value within multi-tenant neighborhood retail centers. An affiliate of North American Properties (NAP), LMI invests capital across multiple investment vehicles and targets well-located retail properties with opportunities for operational and strategic value creation. The company's name refers to the "last mile" of retail—the locations closest to where consumers live and work. These are the places consumers visit regularly instead of making destination shopping trips. Their investment thesis is that many neighborhood retail centers have been overlooked by institutional investors, creating opportunities to acquire assets at attractive valuations, improving operations, increasing leasing, and generating strong risk-adjusted returns.

As LMI continues to grow its investment platform, the complexity and scale of its tax needs are increasing as well. The organization is creating this Tax Manager position to provide dedicated in-house tax expertise and strengthen the connection between LMI, its external tax advisors, and NAP’s Tax Department. This role is onsite daily at the corporate office in Cincinnati, Ohio.

Responsibilities

• Tax Strategy & Transaction Support
  • Lead tax structuring and planning related to acquisitions, dispositions, and financings, including hold/sell analyses and tax impact assessments.
  • Partner with internal teams and tax leadership to evaluate tax considerations throughout the investment lifecycle.
  • Monitor changes in federal, state, and local tax regulations affecting real estate partnerships and identify potential implications and planning opportunities.
  • Perform REIT compliance testing for applicable investment vehicles and proactively identify potential issues.
• Tax Compliance & Investor Reporting
  • Serve as LMI’s primary day-to-day contact with its third-party tax advisor, coordinating timelines, reviewing work quality, and helping resolve outstanding issues.
  • Manage federal, state, and local partnership tax compliance across LMI’s investment vehicles, including returns, extensions, estimated payments, state filings, and investor K-1s.
  • Review tax workpapers, book-to-tax adjustments, allocations, partner capital accounts, and K-1 packages.
  • Prepare quarterly taxable income projections and estimates to support investor reporting.
  • Partner with fund accounting and investor relations to ensure accurate and timely tax information is provided to investors and partners.
• Real Estate & Partnership Tax
  • Support complex real estate partnership structures, including 704(c) allocations and multi-state tax requirements.
  • Coordinate depreciation and fixed asset records and help develop scalable internal processes for maintaining those records.
  • Assess state tax implications as LMI enters new markets or forms new entities.
  • Assist with entity organization and formation.
• Tax Operations & Risk Management
  • Maintain tax calendars, filing trackers, and documentation to ensure deadlines and deliverables are effectively managed.
  • Manage responses to tax notices and coordinate federal and state tax audits.
  • Build productive relationships with external advisors while maintaining strong internal accountability for the quality and timeliness of tax deliverables.
  • Identify opportunities to improve processes as LMI continues to grow and its tax function evolves.

Requirements

• Bachelor’s degree in accounting. Public accounting experience preferred.
• CPA required; Master of Taxation, Master of Accounting, or MBA is a plus.
• 6+ years of progressive tax experience.
• Strong experience with real estate partnership taxation, including partnership structures, 704(c) allocations, multi-state filings, and investor K-1 reporting.
• Experience within or supporting private equity, real estate investment management, or another investment-oriented organization is a plus.
• Experience working with or overseeing third-party tax service providers.
• Understanding of real estate depreciation, cost segregation concepts, and fixed-asset accounting.
• REIT tax experience is a plus.
• Strong Excel capabilities; experience with Yardi or similar real estate accounting systems is preferred.

Skills

• Technically strong and intellectually curious – enjoys digging into complex tax issues and translating technical concepts into practical business implications.
• Collaborative – builds productive relationships across tax, accounting, investments, asset management, investor relations, and external advisors.
• Clear communicator – can explain complicated tax matters effectively to professionals without deep tax expertise.
• Proactive and solutions-oriented – identifies issues early, recommends solutions, and takes ownership of execution.
• Highly organized – comfortable managing multiple entities, deadlines, advisors, and competing priorities.
• Detail-oriented – maintains high standards for accuracy while understanding the broader business context.
• Growth-minded – interested in helping build and improve a tax function rather than simply maintaining existing processes.
• Low ego and team-oriented – willing to roll up their sleeves and contribute wherever needed in a growing organization.

Benefits

• Medical, dental, and life insurance.
• 401(k).