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Tax Director (Real Estate Division) Remote/Boston
Company Description
AAFCPAs is an innovative and forward-thinking firm with a focus on automation. We have enjoyed primarily organic growth and continue our laser focus on sustained growth as an independent regional firm. We provide best-value assurance, tax, outsourced accounting, business consulting, information technology advisory solutions, and wealth management services to nonprofit organizations, commercial companies, wealthy individuals, and estates.AAFCPAs donates 10% of its net profits annually to nonprofit organizations. We have an active Inclusion & Belonging committee and have commitment and accountability to these efforts. We operate under a One-Firm concept and have a high culture of cross collaboration.
AAFCPAs is an independent member of PrimeGlobal, Inc., the fourth largest CPA firm association in the world. These resources provide our clients with seamless national and global reach. Our pay-as-you-use model is considered advantageous by our diverse clients who appreciate exceptional value.
Position Summary:
An opportunity to be entrepreneurial and team up to grow a division within our Real Estate group. Lead a team of tax professionals as a signer for Partnership and Corporate returns in our Community and Economic Development niche, primarily. Director will have the opportunity to work with other clients and industries in our corporate tax division.This Director will partner with experts in the niche with business development, proposals, external webinars, training, and provide tax thought leadership, consulting, and training for the firm in the areas of partnerships and federal tax credit programs. This will be a client facing strategic position working side by side with the assurance partner where appropriate. Ideally this candidate has been involved with real estate multi-family residential and commercial development deals from inception to exit.
Responsibilities:
- Consult with developer clients and owners on complex tax issues through all phases of the projects from processing applications to syndication and loan closing
- Read through and analyze tax opinions for tax implications of new projects
- Experience with low-income housing tax credits (LIHTC), new markets tax credits (NMTC), historic rehabilitation tax credits (HRTC) is ideal
- Review financial forecasts for tax credit projects. Past preparation of financial forecasts for these tax credit programs is a plus
- Consult with clients, finance team members, and client tax attorneys on ways to optimize tax credit equity investments by evaluating different ownership structures, federal and state subsidies as well as debt and equity financing options
- Develop reference materials and standardize approach and procedures within the tax practice
- Document and reference assumptions used in the financial forecasts and projections
- Develop and deliver training for staff members in area of expertise
- Demonstrates and maintains high-level technical knowledge in the tax field
- BS in Accounting, MST preferred.
- CPA or EA Required
- 10+ years’ progressive tax experience, demonstrated knowledge of limited partnerships and limited liability companies, with strong knowledge of up-to-date tax guidelines
- Well-versed in all realms of relevant tax credit programs, including the low-income housing credit (LIHTC), historic (HRTC), new markets (NMTC) and renewable energy tax credits (RETC).
- Exhibit interest in developing a better knowledge of community development finance and other tax credit subsidized investments
- Excellent verbal and written communication skills; works well in teams; detail oriented
- Consulting and business development experience preferred
- Strong organizational and follow-through skills, ability to coordinate complex activities and prioritize conflicting demands and deadlines
Benefits
- Competitive Salary and Bonus Plan
- Flexible, Work from Anywhere Policy (Westborough, Boston, hybrid, or remote)
- Comprehensive Benefits Package (subsidized medical and dental, 401(k), life insurance and disability coverage)
- Generous and flexible PTO
- On-staff Leadership and Professional Development Coaching and Training
- Complimentary Consultations with AAF Wealth Management Wealth Advisors
- Abundant Learning and Development (CPE) Catalog and Resources
- Firm-sponsored Memberships (AICPA and State CPA Society)
- Zip2CPA and Tailored MBA Programs
- Peer-driven and Partner-nominated Awards
- Team Member Referral Incentives
- Full access to AAFCPAs’ Automation Center of Excellence to streamline manual processes
Not sure you meet all qualifications? Let us decide! Research shows that women and members of other under-represented groups tend to not apply to jobs when they think they may not meet every qualification, when, in fact, they often do! We are committed to creating a diverse and inclusive environment and strongly encourage you to apply.
AAFCPAs is an equal opportunity employer and is committed to providing a workplace free from harassment and discrimination. 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 on the basis of race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate.
Accommodations are available for applicants with disabilities.
