Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. As we continue to grow, we are looking for passionate, goal oriented, creative individuals with an entrepreneurial spirit and great communication skills. Harbor Group is dedicated to outstanding customer service and providing exquisite living experience for our residents.
Job Title: Tax Manager
Location: Onsite, Norfolk, Virginia Corporate Office
Harbor Group International (HGI) is a leading global real estate investment and management firm. With more than $20 billion in assets under management, the firm invests in and manages diversified property portfolios including office, retail, and multifamily properties. With over 40 years of experience in the industry and over 1,600 employees worldwide, HGI continues to look for real estate investment opportunities.
We are seeking a high performing Tax Manager who will fill a leadership role on the Tax Team in the Investment Accounting Department at Harbor Group. The ideal candidate is an experienced tax accountant with a public accounting background, extensive knowledge of partnership taxation, and real estate industry experience. The Tax Manager will manage with tax functions relating to property portfolios, alternative investments, REITs, and corporate entities. This person will oversee areas of federal, state and local tax compliance, while being the main contact with external tax advisors. The Tax Manager will have exposure to tax structuring for acquisitions, dispositions and investors, as well as non-U.S. investor tax compliance, preferred equity and mezzanine debt investments, Freddie Mac bonds, whole loans, REITs, and other complex real estate transactions.

EXPERIENCE, SKILLS AND QUALIFICATIONS:

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in accounting or an equivalent discipline
• Advanced degree in taxation preferred
• 5+ years of relevant work experience in public accounting or a combination of public accounting and the private sector
• CPA or eligible to sit for CPA exam required
• Experience with partnership taxation (Form 1065, Schedule K-1) required
• Knowledge of real estate purchase and sale transactions preferred
• Ability to work in a fast-paced environment and manage well through ambiguity and complexity
• Experience in managing a team and developing people
• Expertise in maximizing efficiency and creating new processes
• Ability to communicate effectively with senior management, external sponsors, and investors
• Proficient in Microsoft Word, Excel, Outlook & PowerPoint; very strong Excel skills along with the ability to learn new accounting systems
• Experience with MRI and YARDI a plus
• Understanding of Real Estate Investment Trusts is a plus

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Review K-1s and tax returns prepared by CPA firms and coordinate tax forms and tax elections as needed
• Manage and oversee busy season timeline, K-1s and tax returns, tax payments, extensions, and delivery of Schedule K-1s to investors
• Manage REIT and TRS elections, quarterly REIT testing, and reviewing testing memos prepared by external tax advisors
• Review income and withholding tax projections related to real property dispositions
• Oversee reconciliation of annual investor tax withholdings
• Manage year-end tax projection process for the Harbor Group general partners and select LP investors
• Assist with CPA Firm fee negotiations for new and existing work and oversee CPA firm invoice tracking and payments
• Manage annual partnership expense budgets and processing related expenses
• Oversee tax notice activity and active notice balances, and work with CPA firms to resolve tax assessments
• Work with Investor Relations to respond to investor questions related to investor tax deliverables and tax withholding
• Monitor changes in tax legislation, update management about discovered modifications, and adjust procedures to comply with new tax requirements
• Serve as a team leader with responsibility to communicate with other internal Accounting & Finance team leaders, executive leadership, and the Investor Relations, Equity, Legal, and Asset Management teams
• Assist with research and tax structuring related to property acquisitions, dispositions, and recapitalizations
• Assist Chief Accounting Officer and VP of Tax with special projects as needed

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Bachelor’s degree in accounting or an equivalent discipline
• Advanced degree in taxation preferred
• 5+ years of relevant work experience in public accounting or a combination of public accounting and the private sector
• CPA or eligible to sit for CPA exam required
• Experience with partnership taxation (Form 1065, Schedule K-1) required
• Knowledge of real estate purchase and sale transactions preferred
• Ability to work in a fast-paced environment and manage well through ambiguity and complexity
• Experience in managing a team and developing people
• Expertise in maximizing efficiency and creating new processes
• Ability to communicate effectively with senior management, external sponsors, and investors
• Proficient in Microsoft Word, Excel, Outlook & PowerPoint; very strong Excel skills along with the ability to learn new accounting systems
• Experience with MRI and YARDI a plus
• Understanding of Real Estate Investment Trusts is a plu