Tax and Treasury Manager

Location: Phoenix AZ
Compensation: $150K- $180K 30% Target Bonus Additional Incentives

Position Overview

This is a highly visible hands-on leadership opportunity for a tax professional with strong partnership taxation expertise and exposure to private equity real estate investments and fund accounting. The position will play an instrumental role in developing scalable processes strengthening controls and supporting continued platform growth.

Key Responsibilities

Tax Strategy & Transaction Structuring

• Lead tax structuring for acquisitions dispositions financings and fund formations.

• Partner with Investment and Finance teams on transaction underwriting and tax modeling.

• Develop tax strategies and technical analyses addressing partnership allocations REIT considerations and investor-specific requirements.

• Identify tax optimization opportunities across multiple jurisdictions.

• Evaluate structural and tax implications associated with fund growth and new investments.

Tax Compliance & External Provider Management

• Oversee federal and state tax compliance partnership returns K-1s REIT testing and indirect tax filings.

• Manage external tax advisors and service providers including scope deliverables deadlines and quality assurance.

• Review tax deliverables for technical accuracy and consistency with transaction economics.

• Maintain audit-ready documentation and support investor and lender diligence.

Fund Accounting & Administration

• Oversee accounting and reporting for GP entities and management company structures.

• Review capital account activity management fee allocations carried interest calculations and investor commitments.

• Coordinate with fund administrators and external accountants to ensure accurate books and records.

• Support quarterly and annual financial reporting and investor reporting requirements.

• Ensure alignment between tax reporting fund accounting treasury activity and legal entity structures.

• Maintain documentation supporting allocations distributions waterfalls and intercompany transactions.

Treasury & Financial Operations

• Oversee treasury operations cash positioning liquidity monitoring and banking administration.

• Coordinate wire transfers bank account administration signer management and treasury controls.

• Maintain short-term cash forecasts and support liquidity planning.

• Monitor debt service requirements lender reporting obligations and restricted cash provisions.

• Support financing transactions capital calls distributions and fund-level cash movements.

• Develop treasury policies controls and reporting processes to support organizational growth.

Process Improvement & Leadership

• Develop scalable tax accounting and treasury processes and operating frameworks.

• Establish controls around data integrity tax assumptions and filing positions.

• Determine appropriate allocation of internal and outsourced responsibilities.

• Integrate tax workflows with finance systems and reporting processes.

• Lead cross-functional initiatives involving Finance Accounting Legal Investments and external service providers.

• Support and develop accounting tax treasury or fund accounting professionals.

Qualifications

• CPA required.

• 6 years of combined public accounting and industry experience.

• Strong technical foundation in partnership taxation and working knowledge of REIT structures.

• Experience with tax modeling and transaction structuring.

• Exposure to private equity real estate funds infrastructure funds or GP entity accounting.

• Working knowledge of treasury operations cash management and fund liquidity processes.

• Experience with capital calls distributions management fee structures and carried interest.

• Demonstrated ability to manage external advisors and complex compliance calendars.

• Prior experience managing mentoring or developing accounting or tax professionals.

• Experience building processes controls and reporting frameworks within a growing organization.

• Strong project management organizational and leadership capabilities.

• Exceptional written and verbal communication skills including the ability to present complex tax matters to senior leadership lenders and investors.

Preferred Qualifications

• Masters in Taxation (MST) or Juris Doctor (JD).

• Experience within private equity real estate institutional real estate or infrastructure investments.

• Experience supporting complex fund structures and REIT-related tax considerations.

Leadership Attributes

• High integrity professionalism and sound judgment.

• Hands-on collaborative player-coach leadership style.

• Strong attention to detail and ability to operate under tight deadlines.

• Comfortable navigating ambiguity and managing competing priorities.

• Proactive decisive and solutions-oriented approach.

• Ability to build relationships and influence across multiple functions.

Compensation & Benefits

• Competitive base salary commensurate with experience.

• Target annual bonus of 30% of base salary.

• Eligibility for semi-annual bonus payments.

• Synthetic carried interest participation with details provided during the hiring process.

• Medical dental and 401(k) benefits.

For immediate consideration email your resume to

Required Experience:

Manager