Tax Manager

Our client in the investment company industry is looking for a Tax Manager to join their team in Los Angeles County


Job Description:

  • Prepare and review REIT testing and E&P calculations
  • Review offering memorandums for securities to determine REIT eligibility and document findings
  • Prepare quarterly tax calculations
  • Prepare slide decks for proposed tax structures for new funds and new fund investments
  • Research and document tax positions
  • Review private placement memorandums and limited partnership agreements for reporting requirements and partner allocation determinations
  • Help track and respond to partner information requests
  • Track and respond to tax notices related to the private funds



  • CPA license
  • Public/Big 4 accounting experience
  • Experience in the private equity, real estate or related industries
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to work independently and take initiative
  • Able to adapt to changing priorities
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in accounting or related field and a minimum of 4 years’ relevant experience

Ref #4765


Dora DangTax Manager