Continental Properties

Director of Tax Planning & Strategy

Job Description

Posted on: 
August 26, 2022

Location: Menomonee Falls, WI 53051, USA

Application Reference: CP102

Continental Properties is looking for a Director of Tax Planning & Strategy to join out team. You will be our expert in Federal and State tax laws and advise senior management on the possible effects of asset management decisions, while implementing thoughtful strategies to minimize business and income taxes. You will provide a tax perspective to the formation and execution of our strategic plan, and inform senior management on changes in the tax laws. In partnership with the Director of Tax Compliance you will lead the tax team and its Tax Managers, and report directly to our EVP & CFO.

We are embracing a hybrid working environment and you can work both in the office or remotely.

Responsibilities

  • Support tax planning and develop organizational tax strategies to support our growing private equity firm
  • Assess the impact of proposed and new legislation for all partners
  • Implement and maintain asset capitalization policy for Continental and its entities to maximize tax advantage for Continental and its investors
  • Review taxable income analysis, investor allocations, and tax forms prepared by third-party tax firm to ensure that accurate partnership tax documents are delivered
  • Help review owners' tax returns and coordinate with third-party tax firm to answer owners' individual tax profile questions
  • Maintain knowledge regarding our state apportionment and preparation of state tax estimates
  • Advise finance and accounting departments on the recommended withholding of partner distributions to ensure that funds are available when taxes are filed
  • Review investor projections and compliance work, including coordination with Investor Relationships department and direct contact with outside investors
  • Collaborate with Investor Relations on preparations of materials for investment and development funds
  • Help create financial models that address investor questions related to the tax implications associated with investing in real estate funds
  • Support the completion and review of quarterly financial statements

Job Requirements

  • Bachelor's Degree in Accounting; Masters in Taxation, Certified Public Accountant (CPA)
  • 8-10+ years' experience in partnership tax preparation with demonstrated experience in real estate
  • Must be proficient with Form 1065 and Form Schedule K-1 filings
  • Experience with Form 1120S, Form 1040, and like-kind exchanges would be appreciated, but not required
  • Knowledge of the tax laws related to S-Corporations and partnerships engaged in real estate development

What Sets Us Apart:

Continental Properties is a great place to work, as evidenced by our consecutive Top Workplace awards. Here are some of the reasons that our team members vote for us as a Top Workplace:

  • A company culture that encourages innovation and empowers team members to act as leaders by providing the opportunities, training, and tools essential to achieving a successful and meaningful career
  • Industry-leading compensation and benefits package including Medical, Dental, and Vision Plan options, flexible spending accounts for medical and dependent care reimbursement, 6-weeks of paid parental leave, 401(k) with company match and company provided life and disability insurance
  • An excellent work environment with potential for long-term growth in the industry, paid professional memberships and professional activities (conferences and workshops) and a tuition and certification reimbursement program
  • Paid holidays and lucrative vacation time; half days on Fridays during designated months
  • Participation in two lucrative incentive programs; annual (BAAB) Building Above and Beyond bonus program that rewards team members based on the success of the company as measured against clearly defined goals and our (SHARE) Share in the Healthy Appreciation of Real Estate incentive program that grants equity interest in Continental projects (subject to vesting schedule)
  • For team members who are interested, informal offsite gatherings and company sponsored lunches on a monthly basis
  • Paid parental leave with family-forming & fertility benefits
  • On-demand mental health support and an employee assistance program
  • You Belong Here Committee focused on promoting and inclusive and equitable work environment

To apply, please email info@ustaxjobs.com with the Application Reference: CP102 and a copy of your CV. Alternatively apply directly below.

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