Tax Manager - Atlanta

                                                                                                                                  JAMESTOWN

                                                                                                                                      JOB DESCRIPTION

POSITION/LEVEL Tax Manager                                                                                                                                                                               FLSA STATUS: Exempt 

DEPT/OFFICE: Tax 

JOB SUMMARY AND ESSENTIAL JOB FUNCTIONS

Manager level role joining a team responsible for tax compliance and technical oversight for a multi‑billion‑dollar international real estate platform with a heavy partnership focus and a meaningful REIT footprint.

Compliance Management

• Manage tax compliance calendar for assigned legal entities; ensure timely filing of federal, state, local, and select foreign obligations, including extensions and payments.
• Manage high-volume filings such as Forms 1065, 1120‑REIT, 1120, 1042/1042‑S, 8804/8805, 8288/8288‑A, and applicable state composite/withholding returns.
• Prepare and review workpapers/tax returns for corporate and investment entities
• Manage external firm deliverables, and coordinate data requests and deliverables.

• Operates in a high-volume, deadline-driven environment requiring strong project management, controls, and process standardization.

Technical review and guidance

• Manage preparation and/or review of partnership tax returns and K‑1 packages, including §704(b) capital and tax-basis reporting, §752 debt allocations, special allocations, waterfalls, and 704(c) mechanics.
• Assist with tax impacts of acquisitions, dispositions, and restructurings, including §168 depreciation, cost segregation, §163(j) interest limitations, §754/734/743 elections, and gain/loss modeling.
• Manage inbound/outbound investor issues: FIRPTA (§897/§1445), §1446(a)/(f) withholding, ECI determinations, FATCA/CRS documentation (W‑8/W‑9), and foreign investor reporting.

MINIMUM QUALIFICATIONS

• Bachelor’s degree in accounting, Finance, or a closely related field.
• Active U.S. CPA license in good standing (required).
• 4 or more years of progressive U.S. federal and state tax experience with a concentration in real estate partnerships. 
• Direct experience with REIT compliance and testing is a plus.
• Experience following a large, multi-entity compliance calendar and leading/supervising tax preparers.
• Experience preparing and reviewing complex partnership returns and workpapers, including K-1 packages and related disclosures.

TECHNICAL/IT SKILLS:

• Tax compliance systems: CCH Axcess Tax (preparation and E‑file), CCH Workflow (calendar and task tracking), ProSystem fx Fixed Assets (depreciation), and ProSystem fx Workpaper Manager (workpapers). 

• Familiarity with state income tax compliance and state agency communications
• Advanced Excel: Power Query/Power Pivot, pivot tables, lookups (XLOOKUP/INDEX‑MATCH), complex formulas; ability to design standardized, review-ready workpapers.
• Workflow and document management: Microsoft Teams/SharePoint. 
• Research tools: CCH AnswerConnect (research); ability to document positions with citations.
• Secure data handling: Comfort with data governance, secure file transfer, and PII controls when exchanging K‑1/withholding data with investors and advisors.
• Withholding/reporting portals: Experience with 1042‑S/8804/8805 e‑filing processes and investor portal workflows.

PERSONAL SKILLS AND LEADERSHIP COMPENTENCIES

• Project management and prioritization: Follow a high‑volume compliance calendar; manages critical path, dependencies, and deadlines across multiple jurisdictions.
• Communication: Explains complex technical concepts in plain language; adjusts messaging for legal, accounting, asset management, and external stakeholders.
• Technical writing: Drafts concise, well‑supported positions in workpapers and emails
• Analytical rigor and judgment: Strong issue‑spotting, ability to evaluate alternatives, and willingness to escalate risks.
• Collaboration and influence: Builds trust with cross‑functional partners and outside advisors
• Ethics and confidentiality: Demonstrates high integrity and discretion with sensitive financial and investor information.
• Global/cultural awareness: Comfortable coordinating across time zones and cultures; mindful of cross‑border nuances for investors and entities.
• Teamwork: Provides supportive and timely feedback to team members
• Change management and continuous improvement: Identifies process gaps, standardizes workpapers, and implements technology to reduce cycle time and rework.