Tax Director - Real Estate Investments & Transactions

Position Overview

Madison-Davis is partnering with a leading real estate investment, development, and asset management firm to recruit a Tax Director to lead its tax function.

This highly visible leadership position will oversee tax compliance across a complex real estate investment portfolio while serving as a strategic advisor to senior leadership on tax structuring, acquisitions, dispositions, and other real estate transactions.

The Tax Director will manage and develop a team of tax professionals, oversee external tax advisors, and work closely with the firm's Finance, Accounting, Legal, and Investment teams. The position offers a combination of hands-on tax leadership, transactional advisory, and exposure to complex domestic and international investment structures.

Key Responsibilities

Tax Compliance & Reporting

• Lead and oversee federal, state, and local tax compliance across a diverse portfolio of real estate investments and entities.
• Manage the preparation and review of complex partnership tax returns (Form 1065), including Schedule K-1 reporting, allocations, and investor-related tax matters.
• Oversee tax compliance for multi-tiered partnership structures, joint ventures, and other real estate investment vehicles.
• Coordinate with external tax advisors and accounting firms to ensure accurate and timely tax filings.
• Monitor changes in tax legislation and assess their impact on the firm's investments, transactions, and overall tax strategy.

Tax Structuring & Transaction Advisory

• Partner with senior leadership, Investment, Legal, and Finance teams to provide tax guidance on real estate acquisitions, dispositions, joint ventures, and financing transactions.
• Assist with the tax structuring of new investments, including evaluating tax-efficient entity structures and transaction alternatives.
• Analyze the tax implications of complex real estate transactions, including partnership restructurings, capital transactions, and investment exits.
• Provide guidance on international tax considerations related to cross-border investments, foreign investors, and international ownership structures.
• Collaborate with external advisors on specialized domestic and international tax matters to support investment decisions and mitigate tax exposure.

Leadership & Strategic Initiatives

• Lead, mentor, and develop a team of tax professionals while overseeing day-to-day tax operations.
• Serve as a key tax resource to senior management, providing recommendations on complex tax matters and business initiatives.
• Establish and improve tax compliance processes, internal controls, and reporting procedures.
• Partner cross-functionally with Accounting, Finance, Legal, and Investment professionals to support ongoing portfolio management and new investment activity.

Qualifications

• 10+ years of Tax experience within Real Estate, either from a Big 4 firm, REIT or Asset Manager
• CPA required
• JD is a plus but not required