What are the responsibilities and job description for the Senior Tax Associate position at Bridge Investment Group?
Make an impact
As a Senior Tax Associate, you will report to a Director of Tax and focus on leading a team of tax professionals to manage various tax preparation projects with third-party preparers, as well as preparing corporate and partnership tax returns.
Responsibilities:
- Assist with the annual tax preparation of Bridge’s partnership and corporate entities that range from single asset joint-ventures to multi-asset funds and blockers
- Review of federal and state tax returns, as well as investors’ Fund K-1s prepared by Bridge’s tax service providers
- Prepare quarterly/periodic estimated tax and tax withholding calculations for the partnerships and corporations within the various fund structures
- Assist with other tax calculations as requested by the accounting department or upper management
- Manage the quarterly fixed asset processes in Sage FAS for existing and new assets within each of the Fund structures
- Research tax notices from federal/state agencies and prepare written correspondence as needed
- Assist in managing information requests from Bridge’s tax service providers
- Liaise with Investor Services and Bridge’s tax service providers to gather investor information needed for composite returns, K-1s, and other tax documents.
- Perform tax research into Federal/State tax issues
- Other duties as assigned including general administrative duties such as scanning and filing data
What you should bring:
- Bachelor’s Degree in Accounting required; Master’s in Taxation or equivalent preferred
- CPA license preferred
- 3-5 years of experience in preparing partnership returns and K-1s; Big 4 experience is a plus
- Real estate industry experience is a plus
- Experience with SAGE Fixed Asset Software or other similar product is a plus
- Strong Microsoft Excel skills required
- High level of integrity, detail, self-motivation, organization and strong team player is a must
- Strong oral and written communication skills