Talent.com
Tax Specialist
Tax SpecialistWestdale Asset Management • Dallas, TX
Tax Specialist

Tax Specialist

Westdale Asset Management • Dallas, TX
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Salary exempt position

Are you an experienced tax professional with a specialization in Real Estate Partnerships?

Do you have a solid understanding of real estate tax technical and transaction skills, including partnership taxation, operating agreement interpretation, waterfall calculations, targeted capital account calculations, debt allocations, tax compliance, due diligence, acquisition / disposition planning and structuring, and experience with federal and state tax compliance, tax analysis, and research?

If so and you are tired of busy season hours, continue to read…

  • We are recognized as “2025 Best Places to Work in Multifamily” and “2025 Best Places to Work in Multifamily for Women”
  • We are committed to offering work / life balance
  • We offer a hybrid work schedule

We are seeking a Tax Specialist to join our dynamic team for a leading national property management company at our new corporate office in Deep Ellum at .

Job Description

As a Tax Specialist , you will be responsible for preparing and reviewing federal and state income tax returns mainly in the real estate context. You'll work on complex tax returns for partnerships and corporations while identifying tax planning opportunities. In addition, you will assist with calculating estimated tax payments, responding to IRS and state notices, and supporting positions taken with the various taxing jurisdictions.

Requirements

  • Bachelor's Degree and CPA (or CPA eligible)
  • 4 plus years of progressive tax compliance experience at a public accounting firm or a combination if industry and public accounting experience
  • Strong partnership tax knowledge, including 1031 exchanges, 704(b) allocations, 704(c) allocations (forward and reverse), 754 calculations / adjustments, debt-financed distribution calculations, target capital account allocations, and section 743(b) computations
  • Working Knowledge of IRC sections 1445 (FIRPTA) and 1446 along with related tax forms (1042, 8804, 8805)
  • Working Knowledge of IRC sections 6038 and 6038B along with related tax forms (8858, 8938)
  • Experience with tax preparation software (CCH Axcess, Fixed Asset CS) and tax research tools (Bloomberg BNA, RIA Checkpoint, etc.)
  • Proficient in Outlook, Excel, Word, Adobe, etc.
  • Good judgement and developing ability to work independently
  • Strong organizational skills and attention to detail
  • Excellent communication skills, both written and verbal, with ability to provide clear direction to remote teams
  • Initiative to learn, ask questions, and operate in a fast-paced environment.
  • Responsibilities

  • Prepare federal and multi-state tax returns
  • Review tax returns and governmental tax examinations of varying complexity (federal and state)
  • Assist with managing state and federal notices through correspondence
  • Coordinate with outsourced team on compliance engagements, including workflow management, quality control, and providing clear instructions to ensure accurate and timely completion of deliverables
  • Prepare tax projections and calculate estimated tax payments
  • Prepare and review work papers of different complexities (K-2 / K-3, State Apportionment, Book-Tax Differences, Debt Allocation, etc.)
  • Oversee fixed asset schedules and depreciation calculations.
  • Prepare, review and analysis on E&P (Earnings and Profits)
  • Communicate with the IRS and other state authorities in a professional manner when applicable
  • Willingness and ability to learn new concepts with minimal guidance
  • Perform research and draft memoranda on real estate and construction related issues
  • Must have outstanding work ethic, willing to roll up sleeves work attitude
  • The duties, responsibilities, and expectations described above are not a comprehensive list and additional tasks may be assigned to the member, within the scope of the position.

    We offer a competitive salary, good benefits, and an energetic environment. Our benefits include :

  • Medical insurance
  • Dental insurance
  • Life insurance
  • Short-term and long-term disability insurance
  • 401(k) plan with company match
  • Flexible spending accounts
  • Paid vacation, personal / sick time, and holidays
  • Tuition reimbursement
  • Credit union
  • Service recognition awards
  • Employee assistance program
  • Apartment rental discounts
  • Work Days : Monday – Friday

    Work Hours :  8 : 30 am – 5 : 30 pm

    Our application process includes criminal background checks and drug screens.

    [job_alerts.create_a_job]

    Tax Specialist • Dallas, TX

    [internal_linking.related_jobs]
    Tax Director - National Tax Office (JD Required)

    Tax Director - National Tax Office (JD Required)

    EisnerAmper • Dallas, TX, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Digital Tax Services

    Director, Digital Tax Services

    Alvarez & Marsal • Dallas, TX, United States
    [job_card.part_time]
    Director, Digital Tax Services.Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries.We take a hands-on...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Tax Manager

    Tax Manager

    NextStep Recruiting • Dallas, TX, United States
    [job_card.full_time]
    A growing Dallas based tax planning and advisory firm is seeking a Tax Manager to lead client engagements and help expand a small but growing team. This is a client facing role that requires strong ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Manager, Tax

    Manager, Tax

    Forvis Mazars • Dallas, TX, United States
    [job_card.full_time]
    As a Tax Manager at Forvis Mazars, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and gro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Experienced Tax Professional

    Experienced Tax Professional

    H&R Block • Seagoville, TX, United States
    [job_card.full_time]
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Tax Manager, National Office (International)

    Tax Manager, National Office (International)

    Armanino • Dallas, TX, United States
    [job_card.full_time]
    At Armanino, you determine your career path.This means it's possible to pursue challenges you are passionate about, in industries you care about. Among the top 20 Largest Accounting and Consulting F...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Federal Universal Service Fund (USF) Tax Consultant - Remote

    Federal Universal Service Fund (USF) Tax Consultant - Remote

    Resources Global Professionals Inc • Dallas, TX, United States
    [filters.remote]
    [job_card.full_time]
    RGP is seeking a seasoned Consultant with hands-on expertise in the Federal Universal Service Fund (USF) and related telecommunications tax structures. This is a high-impact, client-facing role that...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Tax Manager

    Senior Tax Manager

    CivicMinds, Inc • Dallas, TX, United States
    [job_card.full_time]
    We are looking for a passionate and talented Senior Tax Manager who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Consultant

    Tax Consultant

    Concord IT Systems • Plano, TX, United States
    [job_card.full_time] +1
    Location : Plano, TX (Hybrid : 2-3 days in office, 2-3 days WFH).Employment Type : Full-time or Part-time (W2 or 1099 options available). Client : Provident Financial Planning.CPA or EA certification, B...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager

    Tax Manager

    JPI • Dallas, TX, United States
    [job_card.full_time]
    Built on a foundation of integrity, respect, and commitment, JPI stands out as one of the most active real estate developers and builders in the nation. For more than 35 years, JPI has designed and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Consultant

    Tax Consultant

    Gamarc Consulting • Plano, TX, United States
    [job_card.full_time] +1
    This position focuses on tax strategy, compliance, preparation, and audits.The Tax Consultant will also ensure adherence to tax laws while providing expert tax advice and filing services.The role o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

    Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

    EY • Dallas, TX, United States
    [job_card.full_time]
    At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager

    Tax Manager

    Koch Industries • Dallas, TX, United States
    [job_card.full_time]
    America, is seeking a Tax Manager to join our growing tax team!.Koch companies as well as generates ample opportunities to develop professionally and advance your career. If you are looking to incre...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager - Private Companies

    Tax Manager - Private Companies

    PwC • Dallas, TX, United States
    [job_card.full_time]
    Entrepreneurial & Private Business (EPB) - General.A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax comp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior

    Tax Senior

    Jobot • Dallas, TX, US
    [job_card.full_time]
    Growing public accounting firm seeking experienced Tax Senior to join their team in Dallas!.This Jobot Job is hosted by : Brittany Perry. Are you a fit? Easy Apply now by clicking the "Apply Now" but...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager

    Tax Manager

    Jacobs • Dallas, TX, United States
    [job_card.full_time]
    You're following your purpose - and there's still more to come.Keep developing your skills and explore all that you can do across our global company. As part of Jacobs' Tax Department, you'll join a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior AND Tax Manager

    Tax Senior AND Tax Manager

    The Performers Network • Dallas, TX, US
    [job_card.full_time]
    Tax Sr and Tax Manager $80k to $160k We are actively seeking both a Tax Sr AND Tax Manager ($80k to $160) one is a true partner opportunity. These are 2 excellent, full-service CPA firms that are st...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior / Manager

    Tax Senior / Manager

    SNI USA Inc • Dallas, TX, United States
    [job_card.full_time]
    Join a reputable wealth management firm located in the North Dallas area.New headcount added due to onboarding of new clients - focus on tax compliance. Real estate experience is a plus, as new clie...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]