Financial Reporting Manager, Tax & Audit

Job Description

Job Description

Be a part of something great and find yourself At Home, At Sherman! As a member of Sherman, we invite you to join our mission of Building Communities, Enriching Neighborhoods. You can make an immediate impact supporting our real estate development and management operations in hotels, residential, and retail.

The Financial Reporting Manager is responsible for coordinating all aspects of tax compliance, financial statement audits, and regulatory reporting across a growing portfolio of real estate and service entities. This role serves as the primary liaison with external auditors, tax advisors, and internal stakeholders to ensure timely, accurate, and compliant financial reporting. The position requires strong technical accounting expertise, exceptional organizational skills, and the ability to manage multiple projects across complex ownership structures.

ESSENTIAL FUNCTIONS

Audit Coordination

• Serve as the primary contact for external audit firms in managing consolidated and stand-alone annual financial statement audits, reviews, and agreed-upon procedures engagements.
• Prepare all footnotes to financial statements in compliance with GAAP.
• Coordinate audit requests, schedules, confirmations, and supporting documentation.
• Prepare technical accounting analyses.
• Track audit findings and oversee implementation of recommendations.
• Ensure timely completion of all audited financial statements.

Tax Compliance & Planning

• Coordinate preparation and filing of federal, state, and local tax returns.
• Manage relationships with external tax advisors and CPA firms.
• Monitor tax law changes and assess organizational impacts.
• Coordinate annual tax projections and estimated tax payments.
• Support tax planning initiatives and entity structuring discussions.

Financial Reporting

• Assist with preparation and review of monthly, quarterly, and annual financial statements.
• Research and document accounting treatment for complex transactions.
• Maintain accounting policies and reporting procedures.
• Support lender, investor, and board reporting requirements.

Entity Administration

• Track ownership structures and legal entity information.
• Assist in annual state filings, business renewals, and compliance requirements.
• Assist with due diligence requests related to financings, acquisitions, and dispositions.
• Maintain documentation supporting entity governance and tax elections.

Process Improvement

• Develop and improve audit and tax calendars.
• Standardize workpaper preparation and document retention procedures.
• Enhance internal controls surrounding financial reporting.
• Identify opportunities for automation and reporting efficiencies.
• Prepare ad hoc financial reporting requests, other analyses, special projects and other duties as requested.

QUALIFICATIONS

Education & Experience

• Bachelor's degree in accounting
• CPA license in good standing
• Public accounting experience with a national or regional CPA firm (preferred)
• 3+ years of progressive accounting, audit, or tax experience
• Real estate, hospitality, construction, or investment company experience (preferred)
• Experience with partnerships, tiered ownership structures, and multi-entity organizations (preferred)
• Master's degree in accounting or taxation (preferred)

Required Skills & Abilities

• Strong understanding of GAAP.
• Advanced Excel and financial reporting skills.
• Strong attention to detail and problem-solving skills.
• Ability to meet deadlines and prioritize tasks.
• Excellent verbal and written communication skills.

WORK ENVIRONMENT

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Exposed to ambient room temperatures, lighting and traditional office equipment found in a typical office environment, quiet to moderate noise level.

PHYSICAL REQUIREMENTS

• Must be able to sit or stand at a desk for up to 8-hours per day. Walking and standing are required the rest of the working day. Length of time of these tasks may vary from day to day and task to task.
• Must have the ability to move around freely throughout the property and office, and necessity varies from day to day.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• Must be able to lift up to 20 lbs, occasionally.
• Requires grasping, writing, standing, sitting, walking, repetitive motions, bending, climbing, listening, and hearing ability and visual acuity.