JOB SUMMARY: This role is for a senior tax accountant that will assist a Tax Consultant to complete the income tax returns for our real estate joint ventures and GP co-investment entities, complete quarterly and annual REIT testing, maintain compliance with local registration and tax requirements, and assist in transactions and other special projects, among other tasks.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Responsible for preparing information sent to external CPAs in order to complete tax returns for real estate joint venture and GP co-investment entities. Information includes trial balances, financial statements, fixed asset schedules, depreciation reports, capital activity reports, legal documents, general ledger data, etc.
- Review draft version of tax returns and workpapers and manage the timeline for tax return delivery.
- Compile GAAP-to-tax journal entries for accounting team to convert books and records from GAAP basis to tax basis.
- Prepare calculations and file tax returns for local jurisdictions (including but not limited to San Francisco, Oakland, Los Angeles, Alameda) including gross receipts, commercial vacancy, parking, etc.
- Coordinate with accounting team to ensure all required tax payments are made in a timely manner.
- Ensure all federal and state extensions and estimated payments are filed/paid timely.
- Prepare the quarterly and annual REIT (Real Estate Investment Trust) testing to ensure compliance with the relevant regulations.
- Assist with tax returns for the CEO and family office entities, including organizing tax information sent to CPA and reviewing individual tax returns, etc.
- Manage and respond to federal and state tax notices and inquiries.
- Assist in ad hoc tax calculations related to ongoing transactions and special projects.
SKILLS AND ABILITIES
- Proficient in Excel, MS Word, and other Microsoft products
- Strong attention to detail; excellent organizational skills
- Strong written and oral communication skills
- Service- and solution-oriented
QUALIFICATIONS
- 2-3 years prior real estate partnership tax experience
- Bachelors degree in business administration, tax, or accounting
ABOUT VERITAS INVESTMENTS: Veritas Investments, Inc. is an experienced real estate investment manager that specializes in operating mixed-use multifamily and retail properties in the San Francisco Bay Area. The company offers institutional and individual investors a vertically-integrated platform and a clearly defined investment strategy that focuses on acquiring classic, often architecturally distinctive properties in the area's most iconic neighborhoods, and then enhancing their income and value through building and management improvements. The company holds a track record for moving quickly on opportunities, executing efficiently on strategy, and delivering superior financial performance to investors while giving back to the community.
DON’T MEET EVERY SINGLE REQUIREMENT? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Veritas Investments, we are proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, disability, protected veteran status, or any other legally protected characteristics.
At Veritas Investments we are dedicated to building a diverse, inclusive, and authentic workplace and celebrate authenticity, so if you are excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Veritas Investments is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants for employment will receive consideration for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Veritas Investments is also committed to compliance with all fair employment practices regarding citizenship and immigration status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Recruiting Privacy Policy: https://www.veritasinvestments.com/wp-content/uploads/2024/03/Veritas-Recruiting-Privacy-Policy-March-2024.pdf
Job Type: Full-time
Pay: $85,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- AD&D insurance
- Bereavement leave
- Cell phone reimbursement
- Dental insurance
- Disability insurance
- Employee assistance program
- Family leave
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- On-site gym
- Opportunities for advancement
- Paid sick time
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Unlimited paid time off
- Vision insurance
- Volunteer time off
- Wellness program
- Work from home
Experience level:
Schedule:
Experience:
- Tax experience: 2 years (Required)
Ability to Commute:
- San Francisco, CA 94104 (Required)
Work Location: Hybrid remote in San Francisco, CA 94104