Westdale Asset Management

Tax Specialist

Texas - Dallas - Westdale Asset Management - Dallas, TX - Full Time

Salary exempt position

Are you an experienced tax professional with Real Estate Partnership knowledge?

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

  • We are recognized as “2026 Best Places to Work in Multifamily” and “2026 Best Places to Work in Multifamily for Women”
  • We are committed to offering work/life balance

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 The Epic

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) 
  • 2 plus years of progressive tax compliance experience at a public accounting firm or a combination of industry and public accounting experience.  (We welcome experienced applicants with up to 10+ years of experience.)
  • Partnership tax knowledge
  • Outstanding work ethic, willing to "roll up sleeves" work attitude
  • Experience with tax preparation software (CCH Axcess)
  • 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.)
  • Prepare 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

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
  • Vision 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.

Apply: Tax Specialist
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Are you 18 years of age or older?*
Do you have a Bachelor's Degree and CPA or CPA eligible?*
How many years of tax compliance experience do you have at a public accounting firm or a combination of industry and public accounting experience?*
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