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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 more than a Professional Services firm, we are a community of people driven by impact. As a leading firm providing Audit, Tax, and Advisory services, and part of one of the worlds largest global networks, we work with the most influential organizations in the market, combining deep expertise, innovation, and advanced technology. We are guided by integrity, responsibility, and forward thinking in everything we do. Our people are at the center, with space to lead, grow, and build meaningful careers in a collaborative environment that connects personal success with real value for business and society. About the Role Our Cross Border Risk Department provides regulatory advisory services to leading financial institutions in Israel and globally - including banks, investment funds, institutional entities, insurance companies, and FinTech firms. We are looking for a Regulatory Consultant to join our team specializing in implementing international financial regulations for major financial institutions. If you aspire to build a career in compliance and advisory - this is your chance! Key Responsibilities
* Provide ongoing advisory and support to financial institutions in implementing FATCA, CRS, and QI regulations
* Liaise with clients in Israel and abroad to collect information, conduct surveys, and perform controls
* Draft procedures, design workflows, and define control mechanisms in line with regulatory requirements
* Assist in adapting IT systems and technological solutions to meet compliance standards
* Analyze data and reports in Excel, identify anomalies, and draw conclusions
* Prepare reports for tax authorities, draft opinions, and deliver client-ready outputs
* Participate in client training sessions and deliver professional explanations