Tax Manager

Responsibilities

• Partnership tax: Apply partnership tax expertise to review allocations, distributions, and capital account maintenance across Hometap's entities. Make sure K-1s are accurate, delivered on schedule, and paired with clear communication to recipients.
• State tax notices: Review and respond to state tax notices across all entities. Track open items through to resolution and escalate to the Controller and external advisors when appropriate.
• Tax payments: Initiate federal and state estimated tax payments and extension payments on time. Record related journal entries in the accounting system and maintain supporting documentation.
• General ledger reconciliation: Own reconciliation of tax-related general ledger accounts on a regular basis, keeping the tax filings and the books aligned.
• Investor communications: Communicate proactively with investors about the timing and availability of K-1s and quarterly fund and joint venture financial statements. Handle ad hoc investor questions with professionalism and accuracy. Notify employees annually when their K-1s are available.
• Quarterly distributions: Confirm the accuracy of quarterly distribution calculations and the underlying tax calculations that support them across Hometap's partnership entities.
• Tax research and planning: Track changes in federal, state, and local tax law and assess their impact on Hometap's entity structure and obligations. Surface tax planning opportunities and recommendations to the Controller.
• Audit support: Support external auditors on tax matters during the annual audit. Prepare and organize supporting schedules and workpapers independently, escalating to the Controller as needed.
• Special projects: Partner with the Controller on special projects and ad hoc analyses, bringing a tax perspective to broader finance initiatives.
• Process improvement: Continuously assess and improve tax processes, controls, and documentation so they scale with Hometap.

Requirements

• 5+ years of tax experience with meaningful exposure to partnership tax accounting, including review of Form 1065 and Schedules K-1 for funds, joint ventures, or similar pass-through entities
• Active CPA license
• Strong technical understanding of partnership

Benefits

Additional Information

Here at Hometap, we're collaborative, passionate, and always ready to roll up our sleeves to create solutions that help people get more out of homeownership - and out of life. Our first product, a home equity investment, gives homeowners the opportunity to quickly access the equity they've built in their home to pay for what's most important to them, from handling debt to finally making much-needed renovations, without taking on debt. We work hard, and have some fun along the way, too. You don't have to take our word for it: The Boston Globe and Forbes have recognized us as a great place to work, and we've been honored for our commitment to innovation in the fintech space by Inc. , HousingWire , and more! In case you need any more convincing, we also provide competitive compensation, healthcare coverage, generous PTO, a meaningful equity package, and a strong culture with plenty of opportunities for team-building and camaraderie. Interested in joining us on our mission to make homeownership less stressful and more accessible? We'd love to talk.

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