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Tax Specialist

Westdale Asset ManagementDallas, TX

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Overview

Schedule
Full-time
Education
CPA
Career level
Senior-level
Remote
On-site
Benefits
Paid Vacation
Health & Wellness Programs

Job Description

Salary exempt position

Are you an experienced tax professional with Real Estate Partnership knowledge?

If so and you are tired of busy season hours, continue to read…

  • We are recognized as “2026 Best Places to Work in Multifamily” and “2026 Best Places to Work in Multifamily for Women”
  • We are committed to offering work/life balance

We are seeking a Tax Specialist to join our dynamic team for a leading national property management company at our new corporate office in Deep Ellum at The Epic

Job Description

As a Tax Specialist, you will be responsible for preparing and reviewing federal and state income tax returns mainly in the real estate context. You'll work on complex tax returns for partnerships and corporations while identifying tax planning opportunities. In addition, you will assist with calculating estimated tax payments, responding to IRS and state notices, and supporting positions taken with the various taxing jurisdictions.

Requirements

  • Bachelor's Degree and CPA (or CPA eligible) 
  • 2 plus years of progressive tax compliance experience at a public accounting firm or a combination of industry and public accounting experience.  (We welcome experienced applicants with up to 10+ years of experience.)
  • Partnership tax knowledge
  • Outstanding work ethic, willing to "roll up sleeves" work attitude
  • Experience with tax preparation software (CCH Axcess)
  • Proficient in Outlook, Excel, Word, Adobe, etc.
  • Good judgement and developing ability to work independently
  • Strong organizational skills and attention to detail
  • Excellent communication skills, both written and verbal, with ability to provide clear direction to remote teams
  • Initiative to learn, ask questions, and operate in a fast-paced environment

Responsibilities

  • Prepare federal and multi-state tax returns
  • Review tax returns and governmental tax examinations of varying complexity (federal and state)
  • Assist with managing state and federal notices through correspondence
  • Coordinate with outsourced team on compliance engagements, including workflow management, quality control, and providing clear instructions to ensure accurate and timely completion of deliverables
  • Prepare tax projections and calculate estimated tax payments
  • Prepare and review work papers of different complexities (K-2/K-3, State Apportionment, Book-Tax Differences, Debt Allocation, etc.)
  • Prepare fixed asset schedules and depreciation calculations
  • Prepare, review and analysis on E&P (Earnings and Profits)
  • Communicate with the IRS and other state authorities in a professional manner when applicable
  • Willingness and ability to learn new concepts with minimal guidance
  • Perform research and draft memoranda on real estate and construction related issues

The duties, responsibilities, and expectations described above are not a comprehensive list and additional tasks may be assigned to the member, within the scope of the position.

We offer a competitive salary, good benefits, and an energetic environment. Our benefits include:

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Short-term and long-term disability insurance
  • 401(k) plan with company match
  • Flexible spending accounts
  • Paid vacation, personal/sick time, and holidays
  • Tuition reimbursement
  • Credit union
  • Service recognition awards
  • Employee assistance program
  • Apartment rental discounts

Work Days:Monday – FridayWork Hours: 8:30 am – 5:30 pm

Our application process includes criminal background checks and drug screens.

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FAQs About Tax Specialist Jobs at Westdale Asset Management

What is the work location for this position at Westdale Asset Management?
This job at Westdale Asset Management is located in Dallas, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Westdale Asset Management?
Employer has not shared pay details for this role.
What employment applies to this position at Westdale Asset Management?
Westdale Asset Management lists this role as a Full-time position.
What experience level is required for this role at Westdale Asset Management?
Westdale Asset Management is looking for a candidate with "Senior-level" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Westdale Asset Management for this role?
Westdale Asset Management offers following benefits: Paid Vacation and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Westdale Asset Management?
You can apply for this role at Westdale Asset Management either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.