Tax Accountant

Anticipated start date: January 2027

Tax Accountant is responsible for supporting all tax matters, including tax compliance and planning at both the management company and investment vehicle levels. The Tax Accountant is responsible for organizing, applying tax laws and coordinating financial information for the accurate, timely completion of partnership and corporate tax returns. Responsibilities will include tax compliance, research, planning and audit support. The Tax Accountant will also be responsible for interfacing with Fund Accounting, Portfolio Management and Asset Managers on all matters related to tax effects of operating, acquisitions and disposition of portfolio assets. The Tax Accountant will liaise with external tax providers in regard to project management, time management, general direction, and guidance.

Job Responsibilities

• Reviews partnership and corporate tax returns as well as sale calculations prepared by third-party CPA firms.
• Prepares quarterly tax estimates and oversees the making of estimated, extension, and return payments.
• Interfaces with taxing authorities and assists with collecting the information for federal, state, and local tax notices and audits.
• Manages various tax requests with Blue Vista’s third-party providers, including tax and audit teams at Big 4 and mid-tier CPA firms.
• Coordinates quarterly and annual REIT testing and gathering of related documentation for annual REIT compliance.
• Assists with the various tax projects related to the funds and Blue Vista’s corporate entities in coordination with both Asset Management and Portfolio Management teams.
• Perform tax research and draft technical memorandums as required.
• Drafts investor and sponsor communications, including tax reporting updates and foreign reporting or withholding inquiries.
• Explores AI/LLM tools to improve tax processes and efficiency.

Job Requirements

The primary skill sets, traits and experiences of the ideal candidate are as follows:

• Bachelor’s or master’s degree in accounting.
• 2 years of related experience in public accounting; preferably in flow-through entities or real estate/private equity industry (REIT compliance, testing, or reporting experience a plus).
• Understands the differences between GAAP and taxable income and can prepare tax-related journal entries.
• Analytical skills to review financial and tax data, identify variances, and make meaningful comparisons.
• Organizational skills to track open items, balance competing priorities, and meet deadlines and commitments.
• Professional and responsive in written and verbal communication, both with outside tax preparers and within Blue Vista.
• Resourceful and eager to learn, with confidence to work independently, ask questions, and make recommendations to senior tax oversight.
• Experience preparing or reviewing federal partnership tax returns (Form 1065) is required. International tax or state-only tax experience does not meet the requirements for this position.

Applicant Process

Please submit resume and complete job qualification screening questions. If your application is chosen to progress, candidate must successfully complete a timed basic accounting skills assessment before being invited to interview.

We are committed to equitable and transparent hiring practices

Blue Vista carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The approximate salary range for this role is: $85,000–$100,000 base salary + 10% performance bonus annually in Chicago. The compensation that is offered will depend on the candidate’s skills, qualifications, and experience. Successful candidates may also be eligible for additional compensation including bonuses, incentives, equity, or other benefits.

Blue Vista Capital Management LLC is an Equal Employment Opportunity (“EEO”) Employer with a commitment to an inclusive workplace. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate against any legally protected characteristics. Accommodations are available for applicants with disabilities.