Tax and Accounting Manager - Southern Management Companies, LLC.

WHAT WE ARE LOOKING FOR:
The Tax and Accounting Manager plays a critical role in overseeing and managing the tax compliance and accounting functions within our organization. This position requires a detail-oriented professional who is adept at collaborating with external CPA firms, managing tax-related communications, and ensuring compliance with federal, state, and local regulations. The ideal candidate also has a strong understanding of financial projections, capital projects, and investor distributions.



WHAT WE EXPECT FROM YOU:

Tax Coordination and Compliance:


* Review and coordinate the delivery of tax returns prepared by external CPA firm, including payments and quarterly estimated tax payments.
* Respond to notifications from tax agencies.
* Develop and recommend internal policies and procedures for income tax compliance, including documentation, filings, and estimated payments .
* Review tax implications related to capital projects, redevelopment, refinancing, and other significant ventures.
* Work with the Accounting team and external CPA firm to prepare and review schedules for year-end tax return preparation.
* Review capitalizes vs. expense accounting treatment proposed by external CPA firm for repair and maintenance expenses.
* Review cost segregation reports and other tax information from external CPA firm.



Tax Documentation and Reporting:


* Complete and file annual Form 720 Quarterly Federal Excise Tax Return and manage excise tax payments.
* File W-9 forms and EIN requests as required.
* Prepare taxable fringe benefits information for annual W-2 reporting.


Fixed Asset and Miscellaneous Tax Management:


* Maintain the fixed asset schedule, ensuring proper classification, disposals, and transfers. Coordinate with external CPA firm for additional guidance on depreciation.
* Prepare personal property tax returns and monitor subsequent taxes assessed by multiple jurisdictions for personal property.


Other Filings/Reporting:


* Prepare political contribution reports.
* Coordinate with HR on 401(k) contributions, annual audits, and Form 5500.
* Complete Census reporting.


Investor and Distribution Procedures:


* Assist with investor quarterly distributions and special distributions as required.
* Review external CPA firm recommendations for non-resident taxes withheld.
* Correspond with investors regarding non-resident tax obligations.
* Reconcile A/R Partners accounts to general ledger on a quarterly basis.


Family Office Support:


* Assist the Family Office with workpaper and tax return reviews, input of accounting transactions, and other related tasks.
* Stay abreast of industry trends.
* Perform other duties as assigned by CFO or CEO.


JOB KNOWLEDGE & SKILLS:




* Ability to work independently and as part of a team.
* Flexibility to adapt to changing priorities and deadlines.
* High level of integrity and confidentiality.
* Proven experience working with independent CPA firms and managing tax-related communications.
* In-depth knowledge of federal, state, and local tax regulations and compliance requirements.
* Strong analytical skills and attention to detail.
* Proficiency in accounting software and Microsoft Office Suite.
* Excellent organizational and time management skills, with the ability to handle multiple priorities.
* Strong communication skills, both written and verbal.




* Bachelor's degree in accounting, Finance, or a related field; CPA designation preferred.
* Minimum of 7 years of experience in tax and accounting roles, with a strong focus on tax compliance and financial management.

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled