Interim Tax Director

Philadelphia,PA

Hybrid Position - Onsite 3 days in Philadelphia OR 2 Days in Philadelphia/1 day in Radnor

Position Summary

Interim Tax Director

Contract to Potential Hire! (Contract estimated to last 3 months)

Must be able to be onsite in Center City 3 days a week OR 2 days in the city and 1 day in Radnor

Reporting to the SVP & Chief Accounting Officer, this position directs the organization's tax filings, IRS and state audits, tax notices, real estate tax appeals, taxable REIT subsidiary accounting and transfer agent relationships personally or through subordinate supervisors.

Responsibilities

• Provides tax research, analysis, and technical advice on all tax issues and implements planning and restructuring projects to increase tax benefits.

• Develop and maintain comprehensive multi-year tax provision and BIRT tax models.

• Prepare quarterly tax provision and tax accrual and monitor all REIT qualifications and compliance including:

*Dividend coverage

*Asset tests

*Income tests

*Monitoring Impermissible Tenant Service Income (ITSI)

*Prohibited transactions

• Oversight and management of all tax returns (Federal, State, Local), tax filings (end of year dividend reporting, annual reports, franchise tax, gross receipts tax, etc.), tax compliance and IRS/state audits.

• Responds and appeals tax notices from various federal, state, and local governments.

• Prepare tax returns deliverables and monitor status (in conjunction with outside accounting firm).

• Assist with income tax sections of 10-K financial reporting.

• Oversee monitoring and compliance of legal entities.

• Oversee fixed asset tax database.

• Coordinate with external tax advisors on:

*Assessing new tax legislation and providing guidance on applicability for the company

*Preparation of quarterly income tax forecasts, estimated tax payments, tax withholding on dividends/limited partner distributions, etc.

• Provide tax budgets and accruals to Accounting teams quarterly and annually for corporate and JV entities.

• Oversees all Taxable REIT Subsidiaries for the company.

• Acts as the contact with the company’s transfer agents in conjunction with preparation of the proxy, restricted stock issuance and dividend payments.

• Directs and accounts for all equity instruments including options, warrants, employee loan shares, restricted stock, and partnership units.

Qualifications

Education, Licenses, Certifications

· Bachelor's degree (B. A.) from four-year college or university.

· Five to seven years related experience and/or training; or equivalent combination of education and experience.

· CPA required.

· Experience reviewing partnership/JV agreements required.

· Proficiency in partnership tax, REITs, acquisition & disposition structuring strongly preferred.

· Commercial real estate experience a plus.

Travel Requirements: As needed to meet service-level requirements and for required business meetings

Mission and Vision

We are a superior consulting firm focused on helping clients achieve their dreams and address complex situations with inspired people, deep expertise, and innovative technologies.

We are a perpetual career and opportunity enterprise, focused on building long-term benefits for our people and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables us to invest time and resources to bettering the communities in which we live to help those communities thrive.

Inclusion and Diversity Statement

We value the contribution and wisdom of the team. At SolomonEdwardsGroup, we’ve built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners and our extended stakeholder family are empowered to share their experiences, ideas, perspectives; to be their whole selves.

Salary range $75-$95/hr W2. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

Benefits offered - Health insurance, sick leave, 401(k)

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa

Job Ref: 141573