Tax DirectorAn opportunity to be entrepreneurial and team up to grow a division within our clients Real Estate group. This individual will lead a team of tax professionals as a signer for Partnership and Corporate returns in our clients Community and Economic Development niche, primarily. The Tax Director will have the opportunity to work with other clients and industries in our corporate tax division.
This Tax Director will partner with experts in the niche with business development, proposals, external webinars, training, and provide tax thought leadership, consulting, and training for the firm in the areas of partnerships and federal tax credit programs. This will be a client facing strategic position working side by side with the assurance partner where appropriate. Ideally this candidate has been involved with real estate multi-family residential and commercial development deals from inception to exit.Responsibilities:Consult with developer clients and owners on complex tax issues through all phases of the projects from processing applications to syndication and loan closingRead through and analyze tax opinions for tax implications of new projectsExperience with low-income housing tax credits (LIHTC), new markets tax credits (NMTC), historic rehabilitation tax credits (HRTC) is idealReview financial forecasts for tax credit projects.
Past preparation of financial forecasts for these tax credit programs is a plusConsult with clients, finance team members, and client tax attorneys on ways to optimize tax credit equity investments by evaluating different ownership structures, federal and state subsidies as well as debt and equity financing optionsDevelop reference materials and standardize approach and procedures within the tax practiceDocument and reference assumptions used in the financial forecasts and projectionsDevelop and deliver training for staff members in area of expertiseDemonstrates and maintains high-level technical knowledge in the tax fieldQualifications:BS in Accounting, MST preferred.CPA or EA Required10+ years' progressive tax experience, demonstrated knowledge of limited partnerships and limited liability companies, with strong knowledge of up-to-date tax guidelinesWell-versed in all realms of relevant tax credit programs, including the low-income housing credit (LIHTC), historic (HRTC), new markets (NMTC) and renewable energy tax credits (RETC).Exhibit interest in developing a better knowledge of community development finance and other tax credit subsidized investmentsExcellent verbal and written communication skills; works well in teams; detail orientedConsulting and business development experience preferredStrong organizational and follow-through skills, ability to coordinate complex activities and prioritize conflicting demands and deadlinesWhile this position is remote, occasional travel to client locations, meetings and trainings may be required to facilitate effective collaboration.