RubinBrown LLP
Real Estate Funds Tax Compliance Program Supervisor
RubinBrown LLP, Saint Louis, Missouri, United States, 63101
Real Estate Funds Tax Compliance Program Supervisor
Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity, and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships. The senior tax accountant will work directly with a single multifaceted client of RubinBrown where they will be responsible for project management, tax planning, and compliance review. This position will also act as a liaison between the Big 4 firm preparing the tax compliance and RubinBrown. Major responsibilities include: Manage diverse fund platforms: Oversee data and reporting across a broad spectrum of real estate investment vehiclesincluding family office, industrial, real?estate debt, Opportunity Zone, and multifamily strategies. Financial statement coordination: Collect, consolidate, and validate fund? and property?level financial data; perform first?level reviews to ensure accuracy and completeness. Tax return workflow: Drive the end-to-end process for property and fund tax returnsgathering critical source data, liaising with Big 4 firms, and conducting initial review of all tax workpapers and final returns. Quarterly projections & payments: Orchestrate information flow for quarterly tax projections and estimated payments, prepare supporting schedules, and perform first-pass quality reviews. Withholding & 1042-S filings: Coordinate and review U.S. withholding (state and federal) and 1042 filings for both property-level and fund-level entities, ensuring timely, compliant submissions. FIN 48 reporting: Prepare annual fund-level FIN 48 (ASC 740) reporting packages, complete with supporting analysis and documentation for external auditors. Tax provision roll-forward: Assist in rolling forward tax provision workpapers, ensuring all adjustments and schedules are accurately maintained. CRM data management: Update and maintain tax-related data within our CRM solution to support reporting and stakeholder visibility. Ongoing tax compliance: Track all tax payments and deadlines, manage return mailings, and draft responses to IRS/state notices as needed. Compliance & investor documentation: Maintain key compliance trackers and register reconciling investor lists, updating debt/equity ledgers, managing PTP & ERISA trackers, and preparing corporate/REIT distribution and liquidation packages. Support tax preparers with data for semi-annual Opportunity Zone Fund tests and quarterly REIT compliance. Preferred experience/background/skills include: Detail-oriented with ability to manage complex workstreams without overlooking critical data Organized and self-directedable to build and maintain project plans, track deliverables, and meet deadlines across multiple engagements Strong project management and coordination skills, including status reporting and issue escalation Skilled at mapping information flows: quickly learns where data originates, who the key stakeholders are, and how to validate and reconcile conflicting inputs Excellent verbal and written communicatorcomfortable partnering with cross-functional teams (e.g., accounting, tax, operations) to clarify requirements and drive consensus Intellectual curiosity and sound judgment to establish "single source of truth" when disparate data points arise Experience in tax related to real estate, private equity, or real estate investment fund Bachelor's degree in Accounting, Finance, Business, or related field; CPA not required To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. EEO Employer W/M/Vet/Disabled
Founded in 1952, RubinBrown LLP is one of the nation's leading accounting and professional consulting firms. The RubinBrown name and reputation are synonymous with experience, integrity, and value. RubinBrown redefines the full-service experience by combining technical and industry expertise with a commitment to personal and high-level relationships. The senior tax accountant will work directly with a single multifaceted client of RubinBrown where they will be responsible for project management, tax planning, and compliance review. This position will also act as a liaison between the Big 4 firm preparing the tax compliance and RubinBrown. Major responsibilities include: Manage diverse fund platforms: Oversee data and reporting across a broad spectrum of real estate investment vehiclesincluding family office, industrial, real?estate debt, Opportunity Zone, and multifamily strategies. Financial statement coordination: Collect, consolidate, and validate fund? and property?level financial data; perform first?level reviews to ensure accuracy and completeness. Tax return workflow: Drive the end-to-end process for property and fund tax returnsgathering critical source data, liaising with Big 4 firms, and conducting initial review of all tax workpapers and final returns. Quarterly projections & payments: Orchestrate information flow for quarterly tax projections and estimated payments, prepare supporting schedules, and perform first-pass quality reviews. Withholding & 1042-S filings: Coordinate and review U.S. withholding (state and federal) and 1042 filings for both property-level and fund-level entities, ensuring timely, compliant submissions. FIN 48 reporting: Prepare annual fund-level FIN 48 (ASC 740) reporting packages, complete with supporting analysis and documentation for external auditors. Tax provision roll-forward: Assist in rolling forward tax provision workpapers, ensuring all adjustments and schedules are accurately maintained. CRM data management: Update and maintain tax-related data within our CRM solution to support reporting and stakeholder visibility. Ongoing tax compliance: Track all tax payments and deadlines, manage return mailings, and draft responses to IRS/state notices as needed. Compliance & investor documentation: Maintain key compliance trackers and register reconciling investor lists, updating debt/equity ledgers, managing PTP & ERISA trackers, and preparing corporate/REIT distribution and liquidation packages. Support tax preparers with data for semi-annual Opportunity Zone Fund tests and quarterly REIT compliance. Preferred experience/background/skills include: Detail-oriented with ability to manage complex workstreams without overlooking critical data Organized and self-directedable to build and maintain project plans, track deliverables, and meet deadlines across multiple engagements Strong project management and coordination skills, including status reporting and issue escalation Skilled at mapping information flows: quickly learns where data originates, who the key stakeholders are, and how to validate and reconcile conflicting inputs Excellent verbal and written communicatorcomfortable partnering with cross-functional teams (e.g., accounting, tax, operations) to clarify requirements and drive consensus Intellectual curiosity and sound judgment to establish "single source of truth" when disparate data points arise Experience in tax related to real estate, private equity, or real estate investment fund Bachelor's degree in Accounting, Finance, Business, or related field; CPA not required To foster a highly respected, inclusive culture that helps foster and promote an environment that is diverse and equitable for all team members and the firm to achieve growth and deepened expertise. RubinBrown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. EEO Employer W/M/Vet/Disabled