Tax Director

Tax Director

Denver, New York, or San Francisco

Tax isn't a back-office function at Flock — it's the product. Every client who joins our Fund does so through a 721 Exchange. How we structure that exchange, execute it cleanly, and explain it in plain English is the entire reason landlords trust us with wealth they've spent decades building. It's the difference between a client who joins and one who walks. As we scale toward 2,000 homes in our core Fund, the function needs a dedicated leader to own it end-to-end.

The Tax Director will report directly to the Chief Business Officer and serve as Flock's most senior internal tax voice. You'll be the day-to-day counterpart to our external tax advisors, the technical mind behind every K-1, a thought partner on every deal we close, and an external face of Flock for the broader real estate tax and advisor community.

This role consolidates work that today sits across the CBO, Client Relations, Finance, and our external advisors into a single, professionalized, in-house tax practice. You'll define how Flock's tax expertise scales across client experience, investor relations, deal structuring, and product for years to come.

What You'll Do

• Own the external tax advisor relationship and compliance calendar. Serve as the day-to-day counterpart to Flock's tax advisors. Own K-1 production timelines end-to-end, review and approve every K-1 package before client release, manage corrections and reprints, and run state composite elections and withholding. Ensure tight consistency between tax returns and audited financials.
• Be the client tax experience. Own our tax support inbox and serve as the expert resource for all client and advisor tax inquiries. Write K-1 cover letters, 1099-S guidance, and basis calculation explanations. Conduct ad hoc "Flock Tax Reporting" calls with clients and their personal CPAs and attorneys.
• Drive tax policy and structuring. Evaluate tax positions with regular frequency and rigor (704(c) methods, cash-in characterization, debt allocation strategies) and present clear, well-reasoned recommendations to the CBO for final decision. Monitor legislative risk and brief leadership on the implications.
• Support every deal. Serve as the internal tax advisor on Flock acquisitions. Join calls with client attorneys, CPAs, and financial advisors. Prepare tax-related FAQs or bespoke analyses, sections of LOIs, contracts, and closing documents, when necessary.
• Sharpen Flock's Tax Engine. Spearhead the enhancement and automation of Flock's tax data and internal capabilities. Utilize Flock's Engineering team, AI, and existing tax data sets to generate value to the firm and clients, e.g. providing real time tax capital and debt allocation monitoring, projected Fund taxable income, after-tax cash flow modeling, etc.
• Be an external voice for Flock. Contribute to marketing, advisor education, press, and the other surfaces where our 721 Exchange story gets told. Become a name advisors and landlords know.

About You

You're a technical tax expert and strategic thinker who sees Flock's tax function as key to deepening our competitive moat — and who is hungry to be the one to grow it. You're a dedicated partner with a deep desire to win and a polished communicator. You read every situation carefully and produce work that holds up under scrutiny from auditors, attorneys, clients, and the IRS.

• Experience: JD or CPA with 8–12 years in partnership tax. Prior experience managing external advisors from the client side and with real estate partnership structures (UPREITs, operating partnerships, or DSTs) strongly preferred.
• Technical Depth: Deep working familiarity with Sections 704(b), 704(c), 721, 731, 752, and 1031 of the Internal Revenue Code. Comfortable making and defending positions on disguised sales, debt allocations, and basis mechanics.
• Real Estate Fluency: Experience with real estate partnership structures — UPREITs, operating partnerships, or DSTs — strongly preferred. You understand these structures and their real-life implications.
• Exceptional Communication: Your written communication is sharp — your K-1 cover letters and client memos will be read by people making consequential financial decisions. This isn't an advisory role – your work will matter and we as a firm will own its outcomes. Your verbal communication is likewise exceptional; you're comfortable being the named tax expert on a call with a prospective client's attorney, a client's CPA, or a prospective advisor partner. You can explain the client impact of the 721 Exchange without overcomplicating things.
• Systems Thinker: You see how tax connects to client experience, engineering, finance, and deal execution, building processes that hold up at scale (not just this year's tax season). You either already use AI heavily in your day-to-day work or are obsessed with learning to. You see the leverage AI gives a tax practitioner and are excited to be the one who builds it into Flock's tax engine.
• Ownership: You don't wait for problems to find you. You anticipate K-1 issues before they hit inboxes, flag policy questions before they become precedents.
• Integrity: Tax is a trust business. You bring uncompromisable integrity to every position, every disclosure, and every client conversation. This is non-negotiable.

Location: Denver, CO; New York, NY; San Francisco, CA

Even if you don't meet 100% of the qualifications, we recommend applying to the role!

Compensation: Annual salary of $185-225k, plus equity and benefits (medical/dental/vision insurance, 401k, and unlimited PTO).