Senior Tax Associate

The Senior Tax Associate will report to, work directly with, and assist, the Director of Tax. The Senior Tax Associate plays a pivotal role in managing and optimizing the tax function and strategies of our real estate and private equity investments. This position requires a seasoned professional with a strong background in tax accounting, particularly within the private equity and real estate sectors. This individual will ensure compliance with tax laws & regulations, provide strategic tax planning, and support the tax reporting processes for the company.

What you have already achieved: (Requirements)

Bachelor’s degree in Accounting or Finance, or related discipline.
Prove work experience as a Tax Accountant or similar role.
3+ years of tax experience with additional expertise in partnership taxation and REITs preferred.
Partnership capital account maintenance & modeling 704(c) layers and 743/734 step ups experience is a plus.
Background knowledge of real estate accounting and taxation of rental estate entities.
Quarterly REIT testing experience is a plus.
Detail-oriented with a commitment to accuracy and meeting deadlines.
Possesses a strong work ethic, personal and professional integrity, and a positive attitude.
Experience with Google Suite is a plus.

What you are great at: (Responsibilities)

Ensure timely compliance with 1099 and K-1 deadlines.
Coordinating and working closely with the corporate and property management controllers, other accountants and DLP personnel in compiling information and documentation necessary for creating the tax packages for all DLP entities.
Preparation of tax packages and review of federal and state tax returns for approximately 200 real estate Special Purpose Entities (SPE’s), Funds, REITs, holding companies, and corporate operating companies.
Fulfilling requests for information and tax returns from various parties (i.e. lenders, investors, management).
Maintaining the tax basis financials within AppFolio accounting software.
Calculation and submit payments of all non resident withholding requirements.
Providing estimates and projections of taxes due, monitoring required tax payments, calculating effects of what-if tax advantaged strategies, and furnishing ad-hoc analysis of taxes and taxable income.
Responsible for preparing quarterly REIT tests for equity and mortgage REITs and coordinating with 3rd party tax advisors on their review and sign-off.
Responsible for preparing earnings & profit calculations for REIT entities.
Respond to inquiries, notices, and requests from various tax authorities and regulators.
Maintain appropriate record keeping, documentation, and filing systems to substantiate tax returns and financial statement audits.
Research and advise on tax efficient strategies with complex ownership structures (new and existing).
Respond to inquiries from investors regarding their K-1s.
Research tax issues and recommend resolutions for those issues.

What you’re motivated by:

Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact.
Challenges. You see roadblocks as opportunities and are proactive in finding solutions.
Growth. We’ve been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for eleven consecutive years.

Who We Are

What We Do In One Sentence:

We finance the building of Thriving Communities.

Our Mission:

We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing.

Our Purpose:

To passionately make an extraordinary impact by transforming lives and building Thriving Communities.

Our Big, Hairy, Audacious Goal (BHAG):

To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America’s 100 largest private companies.

Our Culture:

We work hard, marching towards ambitious goals driven by a purpose that’s bigger than ourselves.
We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners.
We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
We strive to Live Fully, finding fulfillment in all areas of our lives.

Our Core Values:

Driven For Greatness: We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally.

Living Fully: We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance.

We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals.

Grit: We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals.

Community: We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues.

Authenticity: We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth.

Prepared to Win: We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges.

Kingdom Impact: We share God's love and transformative power through our labor, serving everyone in God’s likeness. The world will know God more through our work and how we do it.

Twenty-Mile March: We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed.

Stewardship: We are guided by our commitments to those who trust us with their capital, their communities, and their careers.

Servant Leadership: We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder’s mentality, with team members regularly asking “What else can I do to achieve the desired results?”

Benefits and Perks:

Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, parental leave, adoption services reimbursement/learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.

Equal Opportunity Employer:

DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at hr@dlpcapital.com. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including E-Verify). California applicants can view our California Data Privacy Policy here.

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