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Fund and Tax Accountant

Company: Gemstone Communities
Location: Royal Oak
Posted on: November 18, 2022

Job Description:

Job descriptionFund and Tax AccountantResponsibilities

  • Facilitate and prepare federal and state tax returns and the accurate, timely filing of all tax forms.
  • Manage final K-1 preparation and distribution.
  • Prepare work papers that support the tax return.
  • Communicate with investors on open issues.
  • Manage investor management software and all content and communication.
  • Prepare investor quarterly and annual updates.
  • Manage the back office of capital raises through investor management software.
  • Facilitate quarterly and monthly investor distributions and reconciliations.
  • Manage fund level accounting and pass-throughs.
  • Assist in acquisition, disposition, and event accounting.
  • Serve as primary point of contact to all external investors, ensuring investors' needs are met with the highest level of service and attention.
  • Respond to investor questions and inquiries related to performance, portfolio positioning, tax, audit, partnership documents, and meeting preparation.
  • Participate in internal investment team meetings and maintain deep understanding of portfolio to proficiently communicate investment strategy and performance to investors.
  • Prepare capital call and distribution calculations, investor allocations and investor notices
  • Review subscription agreements and ensure investor data is correctly captured in investor portal.
  • Work on special projects as needed.Qualifications
    • 5 or more years of experience in general tax, preferably with some real estate or fund investment exposure
    • Strong understanding of business flow through entity taxation, including s-corporation and partnership tax review skills
    • Knowledge of partnership structures
    • Knowledge of common real estate transactions like 1031 exchanges, sales, & purchases and the tax implications of those transactions
    • Knowledge of partnership tax basis
    • Strong understanding of the tax implications of admitting new partners, tax implications of selling a partnership interest, and partners' contributing and distributing property to a partnership
    • Comprehensive technical skills, including providing full service to real estate investors
    • Strong leadership and organization skills required for multiple engagements
    • Ability to consider the impact of client transactions during review
    • Strong written and verbal communications skills
    • Knowledge of investor relations and reporting
    • Ability to give and receive both positive and constructive feedback
    • Strong attention to detail, problem solving and analytical skills
    • Bachelor's degree in Accounting or a related field; advanced degree in tax is a plus
    • Certified public accountantJob Type: Full-timeSalary: $80,000.00 - $110,000.00 per yearBenefits:
      • 401(k)
      • 401(k) matching
      • Dental insurance
      • Health insurance
      • Life insurance
      • Paid time off
      • Vision insuranceSchedule:
        • Monday to FridaySupplemental pay types:
          • Bonus payAbility to commute/relocate:
            • Royal Oak, MI 48067: Reliably commute or planning to relocate before starting work (Required)Education:
              • Bachelor's (Required)Experience:
                • Tax experience: 5 years (Required)License/Certification:
                  • CPA (Required)Work Location: One location

Keywords: Gemstone Communities, Royal Oak , Fund and Tax Accountant, Accounting, Auditing , Royal Oak, Michigan

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