Tax Manager - Real Estate
About Citco
Since the 1940s Citco has provided specialist financial services to alternative investment funds, investors, multinationals and private clients worldwide. With over 6,000 employees in 45 countries we pioneer innovative solutions that meet our clients’ evolving needs, and deliver exceptional service.
Our continuous investment in learning means our people are among the best in the industry. And our corporate social responsibility programs provide meaningful and fulfilling work in the community.
A career at Citco isn’t just a job – it’s an opportunity to excel in an environment that genuinely supports your personal and professional development.
About the Role:
The Citco Tax Team is seeking an experienced professional with hands on experience in real estate taxation, including partnerships and REITs. In addition to tax compliance and client service duties, the ideal candidate has the opportunity to help build the Real Estate Tax group by assisting in the development of new processes and the improvement of existing processes.
Job Duties in Brief:
- Perform REIT asset and income testing and review responses to REIT property questionnaires, with follow-up as needed
- Manage tax deliverables for real estate clients, including preparation and review of tax estimates, taxable income and allocations, and Schedule K-1s
- Analyze E&P projections and tax characterization of dividends
- Participate in automation of REIT testing and tax compliance reporting
- Review federal and state tax returns prepared by 3rd party
- Build and manage client relationships
- Research federal and state tax issues
- Liaise with clients and their tax advisors on the taxable income calculations, allocations, and preparation of income tax returns
- Work extensively with Fund Accounting team for coordination of source information
- Develop and improve processes around growing real estate tax offering
- Manage and train direct reports and coordinate assignments
- Assist in the pursuit of new business, including sales pitches and pricing of engagements
About You:
- 5+ years of relevant real estate tax experience, including knowledge of REIT taxation rules and regulations and real estate partnership taxation
- Candidates must have a minimum of a bachelor’s degree in Accounting; CPA preferred
- Experience with federal and state tax return compliance and tax depreciation
- Experience with managing and/or leading staff
- Excellent analytical and problem solving skills with high degree of attention to detail
- Excellent written and verbal communication skills
- Strong sense of ownership and accountability of work product
- Strong Excel skills
What We Offer:
- A challenging and rewarding role in an award-winning global business.
- Opportunities for personal and professional career development.
- Great working environment, competitive salary and benefits, and opportunities for educational support.
- Be part of an industry leading global team, renowned for excellence.
Confidentiality Assured.
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