Tax Associate | Newton MA | Leading Real Estate Developer

Tax Associate | Newton MA | Leading Real Estate Developer

Our team is working with a leading privately owned real estate developer, investor, & construction company looking to hire a Tax Associate to their growing team. The Tax Associate will be responsible for tax compliance, reporting, and planning across a diversified real estate investment portfolio, including partnerships, corporations, and REIT structures. Responsibilities include calculating taxable income and tax basis, reviewing federal and state filings, managing REIT compliance testing, and coordinating with third-party tax preparers to ensure accurate and timely reporting. The position also involves analyzing property activity for tax implications, maintaining depreciation schedules, supporting tax provisions and disclosures, and researching evolving tax regulations.

This role is a full time hybrid position that is 3 days in the office & 2 from home that will offer between 110-120K base, bonus, & strong benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com
 

Responsibilities:

• Calculate taxable income and tax basis for all entities (including joint venture partnerships, corporations, REITs and Fund)

• Review federal and state tax returns for all entities

• Prepare quarterly and annual REIT compliance testing

• Calculate extension and quarterly estimated tax payments

• Calculate E&P for all corporate entities

• Coordinate delivery of finalized trial balances, schedules and calculations to third party tax preparers

• Review property activity to identify potential REIT compliance issues

• Prepare annual 1099-DIV for corporate distributions

• Prepare state withholding exemption vouchers as needed

• Review and reconcile depreciation schedules; maintain depreciation software

• Research relevant tax laws, regulations and rulings to determine applicability to the portfolio and proper tax treatment, including filing requirements

• Respond to inquiries from the IRS, other tax authorities and joint venture partners

• Coordinate distribution of final deliverables to tax authorities, joint venture partners and internal departments for Fund investors

• Assist in calculation and review of annual tax provision for corporate entities, including tax footnotes and disclosures

• Assist in lease analysis and transfer pricing studies for TRS entities

Qualifications:

• Bachelor’s Degree in Accounting or equivalent field

• 3-5 years of tax experience in partnerships and REITs

• Excellent organizational skills; able to multitask, prioritize and meet deadlines

• Proficient in the use of Microsoft Office Suite, specifically, Excel

• Experience with CCH Intelliconnect and BNA Fixed Assets a plus

• CPA preferred