Tax and Financial Analyst

Description

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

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.

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

Benefits

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

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

Training + Development

Interview process

Visa Sponsorship

Security clearance