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Required Tax Manager
Description
A leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. Trusted by 1000+ GPs, owners/operators, and investment firms globally, we help teams streamline the full lifecycle of investment management - from fundraising and onboarding to reporting, distributions, tax, and back-office automation.
But were more than just software. Were a team of bold thinkers, innovators, and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services, helping our customers raise more capital, deliver a better investor experience, and scale their businesses smarter.
We are backed by top-tier VCs like Insight Partners and Qumra Capital, and were growing fast. Weve been named one of Globes Most Promising Startups, recognized as a Best Start-Up Companies to Work For by Duns 100, and one of Business Insiders Hottest PropTech Startups.
About the role:
We are building the accounting and tax practice that real estate firms actually want - one that runs on modern tooling, clean process, and people who know the asset class cold. We work with sponsors, funds, and operators across the US, including those with foreign investors and offshore capital structures. Our team is small, opinionated, and tech-forward: we expect everyone to use AI in their day-to-day work, not just talk about it. We're hiring three roles to build out the tax practice.
Our senior reviewer and primary client touchpoint on assigned engagements. You'll review partnership returns, manage the day-to-day relationship with clients, mentor junior preparers, and oversee work coming back from offshore teams. This is the role where the practice's quality bar is enforced.
What you'll do:
Review federal and state partnership returns for real estate clients before they go to CPA sign-off.
Serve as the critical point of contact for clients on assigned engagements - planning conversations, mid-year questions, deliverable timing, K-1 escalations.
Manage and develop junior preparers; give reviewer comments that actually teach.
Oversee offshore prep teams: set expectations, review their output, close the loop on quality.
Escalate novel or complex matters to the CPA with a clean point of view, not just a question.
Help refine the firm's workpaper standards, review checklists, and AI/automation workflows.

We are looking for a junior preparer role on our real estate tax team. You'll prepare partnership returns under a senior reviewer, build clean workpapers, and use our AI-enabled tax stack as a core part of how you work. This is the right seat for someone early in their career who wants serious technical reps in real estate tax, and who's excited to work alongside modern tools instead of around them.
What you'll do:
Prepare federal and state partnership returns for real estate sponsors, funds, and operating entities.
Build supporting workpapers - fixed assets, depreciation schedules, capital accounts, state apportionment, K-1 allocations.
Use the firm's tax software and AI co-pilots day-to-day; flag where they help and where they fall short.
Respond to reviewer comments cleanly and on time - and learn from each round.
Help gather and organize client data; flag unusual transactions or missing items early.
Contribute to process improvements - juniors here are expected to have a point of view.