Tax and Financial Analyst

Description

• Coordinate with external tax advisors and auditors to ensure timely and accurate filings.
• Maintain accurate tax records and documentation to support audits and compliance reviews.
• Support financial modeling and investment analysis for acquisitions, refinancing, and capital projects.
• Monitor changes in tax legislation and assess their impact on company operations and entities.
• Analyze monthly, quarterly, and annual financial results and provide insights on trends and performance.
• Support system upgrades or implementations related to accounting, reporting, and tax compliance.
• Oversee general ledger activities, including journal entries, reconciliations, and month-end close processes.
• Collaborate with property and regional managers to ensure accurate and timely financial reporting for each property.
• Support financial and tax audits and assist in implementing recommendations for process improvements.
• Maintain fixed asset schedules and depreciation records.
• Prepare executive-level financial summaries and reports to support strategic decision-making.
• Prepare and analyze financial statements in accordance with GAAP.
• Analyze tax implications of business transactions, property acquisitions/dispositions, and entity structures.
• Assist in budgeting, forecasting, and variance analysis.
• Assist in maintaining and documenting accounting policies and internal control procedures.
• Reconcile bank accounts, credit card statements, and escrow accounts.
• Ensure adherence to GAAP, company policies, and internal control procedures.
• Assist in developing tax strategies to minimize risk and optimize financial performance.
• Prepare and file federal, state, and local tax returns, including income, sales, and property taxes.

Requirements

The Tax and Financial Analyst is responsible for managing the company’s tax compliance, financial reporting, and analytical functions. This position combines technical tax expertise with strong financial reporting and analytical skills to ensure compliance, improve operational efficiency, and support data-driven decision-making. The ideal candidate is detail-oriented, proactive, and experienced in real estate or property management accounting.

Palms Associates, LLC—a long-standing developer, owner, and manager of high-quality commercial and multifamily properties throughout the Southeast—is seeking a Tax and Financial Analyst to join our collaborative accounting team in Virginia Beach, VA. If you are a CPA or CPA candidate with experience in public accounting and real estate management or development, this role offers a unique opportunity to blend tax expertise, financial analysis, and strategic impact—all within a company that truly values balance and flexibility.

• Bachelor’s degree in accounting, finance, or related field. CPA or CPA candidate preferred.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Excellent analytical, organizational, and communication skills.
• 4+ years of experience in accounting, tax, or financial analysis—preferably in real estate or property management.
• Proficiency in accounting software (Yardi experience a plus) and advanced Excel modeling skills.
• Strong understanding of GAAP, federal and state tax laws, and real estate accounting practices.
• Tax experience in public accounting.

Benefits

In-Office | Full-Time | Excellent Work/Life Balance

• Excellent PTO
• Community service day off
• 401k 4% match; historically 6% profit sharing, all immediately vested to you!
• Health/Vision/Dental/Life/Disability Insurance, Flex Spending, HSA
• $1,000/$1,500 contribution to Health Savings Account (HSA)
• Career development
• Housing discount
• Wellness day off and additional floating holiday

Training + Development

Interview process

Visa Sponsorship

Security clearance