Tax Director

Overview

Lead tax compliance and strategy for Bell Partners, managing filings, REIT status, and advisors.

Key Responsibilities

• tax compliance
• tax research
• reit analysis
• investor reporting
• tax budget
• audit support

Tasks

-Maximize efficient use of third-party tax preparers and legal counsel regarding tax structuring, resolution of tax issues, and preparation of tax returns -Responsible for timely and accurate execution of tax compliance, including but not limited to federal/state/local income and franchise tax, sales/use tax, and investor related reporting and withholding tax requirements (excludes property and payroll taxes) -Research tax issues using third-party tax research software, as well as through discussions with third-party tax and legal advisors, and prepare a summary that includes recommendations to mitigate or solve the potential tax issue -Analyze potential tax ramifications of acquisitions, dispositions, development, financing, new investment structures, and tax reform, including assessing the impact that such activities may have on REIT qualification status, tax reporting, tax liabilities, and distributions -Analyze and maintain REIT qualification, including review of REIT testing -Assist accounting department with appropriate tax accrual entries and other critical US GAAP analyses -Oversee and provide guidance to Tax Manager -Responsible for other tax deliverables and communications, including investor K-1s, tax-related due diligence questions, and investor questions regarding tax reporting -Prepare or review internal or external tax estimates and projections -Establish and monitor budget for internal and external tax resources -Manage LLC annual report renewals in all jurisdictions required by leveraging outsourced provider -Prepare written and oral explanations of taxable results and tax policy changes -Review unclaimed property filings prepared by outsourced provider -Provide support for tax audits and controversies, including the preparation of notice responses or documentation in support of an exam or potential settlement

Requirements

• adobe
• excel
• cpa
• tax experience
• reits
• communication

What You Bring

-Must be proficient in Adobe, Excel, Word, and Outlook -Direct experience with and knowledge of the tax rules regarding REITs and partnerships -Written and oral communication skills required with the ability to present to various levels of the organization as well as to clients. -Must demonstrate ability to work successfully on a team -Hands-on experience working with multi-state property portfolios preferred -Must be able to understand directives both orally and in writing -Must possess willingness and demonstrate ability to provide exceptional customer service -Must present a professional image -Ability to demonstrate of Bell Core Values -6+ years of relevant tax experience at a public accounting firm preferred -CPA certification preferred -Must be able to maintain confidentiality -Ability to solve practical problems quickly, handle multiple tasks and organize resources to ensure work is completed on time and on budget -4-year degree in Accounting or Master of Accounting -Strong organizational skills with great attention to detail, and ability to work well under pressure with minimal guidance and supervision -Good verbal and written communication skills, professional, punctual, responsible, self-starter, and team player

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About Bell Partners Inc

-Dynamic real estate investment, development, and property management company. -Specializes in managing and investing in residential communities across the United States. -Focuses on high-quality property management, delivering value to both residents and investors. -Delivers exceptional living experiences while maximizing the long-term value of assets. -Typically engages in acquisitions, development, and property management of multifamily properties. -Known for innovative approach in property enhancements, creating spaces that enrich community life. -Continues to expand into new markets, providing quality living solutions with a growing national portfolio.

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