Westdale Asset Management

Tax Specialist

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

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 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) 
  • 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.

Apply: Tax Specialist
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How many years of tax compliance experience do you have at a public accounting firm or a combination if industry and public accounting experience?*
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