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Tax Senior Accountant

Company: Caliber Companies
Location: Scottsdale
Posted on: May 13, 2022

Job Description:

Position: Tax Senior Accountant Reports to: Director of Tax Locations: Corporate Office Who is Caliber? Award winning, full-service, real estate investment company Investor, developer, general contractor, & real estate expert A driver of impactful change in our communities The place for accredited investors and their investment advisers to build wealth with real estate private equity A group of talented team members who embody our core principles. We provide a number of personal and professional growth opportunities to our team members. We care about our team members because they are the reason behind Caliber's success. What is our Mission? To build wealth for great people, our clients and our team, while making a positive impact on the communities we serve. What are Caliber---s Core Principles? Accountability: I take ownership of myself and my role at Caliber by keeping my commitments to colleagues and customers; by creating solutions when I see problems; and by managing my time and priorities to achieve our highest desired outcomes. Respect: I am courteous, kind, and professional with those I encounter, while understanding others may not always see a circumstance from my perspective. Transparency: I share information freely with others; I acknowledge my mistakes; and I build trust with others by being open and authentic. The Role Who Are You? You are a leader helping to chart a long-term course for Caliber in your areas of focus You are a problem solver --- you find ways forward for the company as we continue to grow You are willing to roll up your sleeves --- no matter what the task is, you are willing to find a way to get it done You are curious --- you want to know what the best practices in our industry are, who is doing what, how Caliber can outperform our competitors, and where the trends are and are headed You can handle high level conversations, confidentiality, technical challenges, and complex strategies You like keeping Caliber and our clients safe --- you watch after the Company---s assets and ensure decisions are considered through a lens of strategy and future impact You want to help the people around you and your community --- you care Why Does Your Role Matter? This position will be primarily responsible for helping to expand Caliber---s accounting and finance capabilities, in the areas of tax planning, compliance, and reporting. This individual will also play an integral role in driving the internal workflows and processes which are critical to a successful tax compliance function. Essential Functions For This Role Overall responsibilities for Federal, State and Local tax matters including the following: Complete the preparation of all domestic partnership and C corporation tax filings (federal, state, and local income tax returns), including K-1s, associated supporting calculations, workpapers, and memos outlining key issues and positions taken with support for certain decisions. Coordinate with the finance, accounting, and other internal departments to ensure the tax department receives all data to complete tax adjustment calculations, and gain a thorough understanding of the book accounting treatment of all tax sensitive items. Prepare federal, state and local estimate and extension forms and calculations, as needed. Assist in preparing estimated K-1s to provide to investors for year-end and tax extension planning. Resolve tax issues and draft responses to tax notices and inquiries from federal and state agencies. Assist with timely 1099 preparation and delivery to necessary parties. This includes working with the accounting department to ensure that vendor information is correct. Review and interpret LLC and LP agreements to ensure correct tax return treatment and preparation of tax target income allocation schedules. Provide comments for revisions and changes to future agreements as they are being drafted. Preparation of the domestic ASC 740 quarterly corporate tax provision. Assist in various sales tax projects, including providing support to our third-party vendors, updating in-house processes, and researching topics. Assist in analyzing Qualified Opportunity Zone rules and regulations and provide insight and recommendations to ensure compliance for acquisition, construction, and operation of business entities by Caliber---s Qualified Opportunity Fund. Perform monthly asset testing and ensure steps are taken to avoid all semi-annual test related penalties. Complete the preparation of monthly investor distribution calculations. Assist in the preparation of bi-annual investor summaries detailing their individual assets and current valuation. Assist with creating, managing, and maintaining interim and annual controls. Identify and implement process improvements in preparation and delivery of 1099s, tax returns, and K-1s. This includes helping to automate processes where applicable. Research new and emerging tax topics and reform and/or issues related to the Caliber tax returns. Assist in writing tax related articles and blogs to be used by our Wealth Development Team to attract investors. Assist in other various tax projects as necessary. Relationships At Caliber Reports to: Director of Tax Regularly interacts with all members of the Caliber Team Note: The position works out of the Scottsdale office as it requires significant interaction with other team members but can be performed remotely Ideal Qualifications Include Bachelor---s degree in accounting required, Master's in Taxation or equivalent a plus CPA designation, or plan to obtain CPA license preferred Minimum of 2 years of experience at a mid-size to large public accounting firm and/or corporate tax department Strong partnership preparation skills required Knowledge or previous use of CCH Axcess Tax and ProSystem fx Engagement preferred In-depth knowledge of ASC 740 & US GAAP preferred Real estate industry tax accounting experience preferred Previous experience with public companies preferred Previous experience with REIT taxation a plus Previous experience with Sage Intacct accounting software a plus High level of integrity, detail, self-motivation and hands-on approach to problem solving required Demonstrates ability to adapt and execute on activities and deliverables with minimal guidance Experience with effectively working in cross-functional teams Strong oral and written communication skills Strong Microsoft Excel skills Physical Demands This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The employee frequently communicates with internal team members, investors and vendors. Must be able to remain in a stationary position 50% of the time. Constantly operates a computer and other office productivity machinery such as a copy machine and printer. Occasionally moves items up to 50 lbs. for various projects. EEO Statement Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities (---EEO---) to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law. The terms of this EEO policy apply to all areas of employment, including but not limited to, hiring, placement, promotion, discipline, termination, transfer, leaves of absence, compensation, benefits, training, layoff, and rehire. Caliber will make reasonable accommodations for qualified individuals with known disabilities unless doing so would result in an undue hardship. Any employees with questions or concerns about discrimination, harassment, or retaliation should immediately discuss the questions or concerns with the Director of Talent Development or COO - Co-founder. Caliber does not retaliate against employees who report in good faith unlawful discrimination, harassment, or retaliation. This job description in no way states or implies that these are the only duties performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their manager/supervisor. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. This document does not create an employment contract, implied or otherwise, other than an ---at-will--- employment relationship.

Keywords: Caliber Companies, Scottsdale , Tax Senior Accountant, Accounting, Auditing , Scottsdale, Arizona

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