Tax Manager

About the role

The Tax Manager oversees the preparation and filing of all tax returns, ensures compliance with federal, state, and local tax laws, and leads strategic tax planning to optimize the company's tax position. This role involves managing tax audits and collaborating with various departments to support business initiatives. Specializing in Real Estate Investment Trusts (REITs), the Tax Manager focuses on tax compliance, planning, and reporting for REITs, requiring extensive knowledge of REIT taxation and relevant tax laws. The role works closely with finance, legal, and real estate teams to ensure compliance and optimize tax strategies for the company's real estate investments.

Responsibilities

• Ensure timely and accurate filing of all federal, state, and local tax returns.
• Maintain compliance with all tax regulations and guidelines.
• Manage and oversee the preparation and review of federal, state, and local tax returns.
• Ensure compliance with all REIT-related tax regulations and filing requirements.
• Oversee the Company’s internal REIT investor reporting and annual 1099-DIV requirements.
• Coordinate with external tax advisors and auditors to facilitate accurate and timely tax filings.
• Monitor and maintain compliance with the 90% income test and 75% asset test required for REIT qualification.
• Manage tax audits and correspondences with tax authorities.
• Prepare documentation and responses to audit inquiries.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• Advanced degree in Taxation or JD preferred.
• Minimum of 5-7 years of experience in tax, with a focus on REITs and real estate taxation.
• Extensive knowledge of federal, state, and local tax laws applicable to REITs.
• Experience in public accounting or a large corporate tax department preferred.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Familiarity with international tax issues is a plus.
• Excellent analytical, organizational, and problem-solving skills.
• Proficient in tax software and Microsoft Office Suite.
• Strong verbal and written communication skills, including the ability to explain complex tax concepts to non-tax professionals.
• Strong project management skills.

About Peachtree Group

Peachtree Group is a vertically integrated investment management firm focused on identifying and capitalizing on opportunities across commercial real estate and related credit strategies. Through its investment, lending, and operating platforms, Peachtree brings an entrepreneurial and disciplined approach to originating, executing, and managing investments throughout their lifecycle.