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Senior Tax Accountant, Full-Time

Rancho Santa Margarita, CA (On-site)
(Location move to Irvine, CA, April 2023)

Department: Finance

Direct Supervisor: Senior Tax Manager

Kairos Investment Management Company (KIMC) is an employee-owned, entrepreneurial real estate investment firm and registered investment adviser based in Orange County, California. Since inception, Kairos and its affiliates have invested over $2.7 billion in more than 17 million square feet, including 19,000 multifamily units. The firm’s real estate experience crosses many disciplines including acquisitions, debt, asset management, property management, development, redevelopment, and distressed investing.

KIMC is seeking a Senior Tax Accountant to join our tax team. An ideal candidate will be part of a fast paced and dynamic finance team within a growing organization in the investment management industry. This role requires a driven team-player with a positive and proactive attitude, excellent organization, and the ability to communicate clearly and effectively. This person will report to the Senior Tax Manager and contribute to the success of the organization by ensuring timely compliance in meeting investor packages deadlines and in meeting Federal, State, or Local requirements.

Responsibilities:

  • Prepare/review tax workpaper, including state apportionment calculations, in support of Federal, State, or Local income partnership tax filings
  • Coordinate tax preparation process between various external parties and service providers
  • Prepare quarterly and annual tax projections
  • Prepare tax withholding allocations, including but not limited to California pass through entity tax (PTET) allocations, and process tax payments in accordance with policies and procedures
  • Conduct tax research through available application tools, such as CCH
  • Review external JV K-1s/tax forms per established procedures
  • Review investor K-1s/tax forms and returns, prepared by third party CPA firms, in effective and efficient manner
  • Assist with quarterly and annual REIT testing
  • Assist with IRC Section 704 workpaper updates
  • Assist with tracking tax notices, gathering information, working with respective state departments, and drafting response letters
  • Assist with other special projects assigned by management

Qualifications:

  • Bachelor’s degree in accounting or related field required – MBT/MST a plus
  • 3-5 years of relevant experience in tax preferred, experience in public accounting is a plus
  • Experience with Joint Venture accounting or passthrough entities is a plus
  • Experience with private equity real estate funds, private equity funds or REIT’s is a plus
  • Flexible and able to operate in a fast paced and dynamic environment
  • Excellent time management skills with the ability to work well under pressure and respond to shifting priorities to meet deadlines including those of the busy tax season
  • Professional written and oral communication skills
  • Strong organizational skills with a keen attention to detail
  • Strong work ethic with commitment to high-quality work product
  • Tech forward with proficiency in Excel and knowledge in Yardi and Adobe
  • Able to handle confidential investor information with discretion

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