The State and Local Tax Manager will primarily focus on managing our various tax preparation engagements with third party tax preparers and handling the preparation of state and local income/franchise tax returns. The role will report directly to the State and Local Tax Director and work alongside with the Federal Tax team as part of the Tax Department.
Responsibilities:
- Lead the annual tax preparation of partnership and corporate entities that range from single asset joint-ventures to multi-asset funds and blockers
- Analyze state income/franchise tax filing requirements on an annual basis to ensure accurate and timely filing
- Review state tax returns and investor Fund K-1s prepared by tax service providers
- Resolve tax notices from state and local jurisdictions and prepare necessary written correspondence
- Assist with the gathering of information necessary for state audits
- Oversee the preparation of quarterly/periodic estimated state tax and withholding calculations for the partnerships and corporations across fund structures
- Assist with other state tax calculations as requested by the accounting department or upper management
- Oversee the preparation of non-resident withholding waivers
- Assist in the administration of composite return elections
- Liaise with Investor Services and Bridge’s tax service providers to gather investor information needed for composite returns, K-1s, and other tax documents
- Conduct tax research on state and local tax issues
- Mentor a team of staff tax professionals
Qualifications:
- Bachelor’s Degree in Accounting required; Master’s in Taxation or equivalent preferred
- CPA license preferred
- 5+ years of experience with state and local income/franchise tax; Big 4 experience is a plus
- Significant experience preparing partnership returns and K-1s for an alternative investment manager
- Real estate industry experience is a plus
- Strong Microsoft Excel skills required
- Experience with SAGE Fixed Asset Software or other similar product is a plus
- High level of integrity, detail, self-motivation and organization is a must
- Strong oral and written communication skills
What we offer
- Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance.
- Company paid Life Insurance (option to buy additional available) and Long-Term Disability.
- Access to benefits concierge service.
- Access to Mental Health & Well-Being service.
- 401K: Bridge Investment Group will contribute to your account equal to 100% of the first 4% of pay which you contribute to the plan. These contributions belong 100% to the employee upon their contribution. Eligible employees are automatically enrolled contributing 4%, with up to 6% company match, with the option to opt out. *The employee must be at least 21 years of age and have worked for the Company for at least 60 days.
- Paid Time Off: Employee will accrue 5.23 hours of paid time off per pay period for a total of 17 days per year.
- 11 Paid Holidays per year.
- Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child. Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child.
- Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation. Repayment obligations may apply if employment terminates prior to 24 months.
We at Bridge acknowledge and appreciate the uniqueness of each individual, understanding that our people are the key to our success. We are committed to fostering an inclusive environment where everyone feels respected and valued. Our dedication extends beyond our business goals to making a positive impact in our communities and upholding Sustainability and Responsibility (S&R) principles at our properties and corporate locations. We evaluate all candidates based on merit, without any discrimination based on race, color, religion, sex, age, disability, sexual orientation, national origin, or any other category protected by law. As an equal opportunity employer, we are devoted to creating an inclusive hiring process. We actively work to eliminate barriers and provide reasonable accommodations to qualified individuals with disabilities. Our goal is to provide fair opportunities and access throughout the recruitment, hiring, and employment experience.
Your specific needs are important to us. If you need accommodations related to a disability or any other protected status during the recruitment process, please email [email protected].
Want to talk with someone about Bridge Culture?
At Bridge, we understand that joining a new workplace is a significant decision. To help you gain deeper insights into our culture, we offer "Culture Conversations." This initiative reflects our commitment to transparency, diversity, and inclusivity.
Culture Conversations are voluntary, one-on-one sessions designed for applicants to connect directly with our diverse staff members. It's your chance to explore the Bridge work environment, ask questions, and get a genuine feel for what it's like to be part of our team.
How it Works:
Culture Conversations are entirely voluntary. Feel free to opt in based on your comfort and curiosity. Choose Your Conversation Partner: We believe in the power of choice. Browse through our diverse group of staff members and select someone you'd like to have a conversation with. This ensures that you connect with someone whose experiences and insights align with your interests. No Impact on the Hiring Process: Your decision to participate or not in Culture Conversations has no bearing on the hiring process. We value your time and references.
Why Participate:
You get to have a firsthand understanding of our workplace culture. Informed decisions lead to fulfilling careers. Culture Conversations empower you with the information needed to make the right choice for your professional journey.
- Personalized Connection: Connect with an employee who resonates with your professional interests.
- Inclusivity: Embrace diversity by choosing a conversation partner from various backgrounds and roles.
Top Skills
What We Do
Bridge Investment Group ("Bridge") is a leading, vertically integrated real estate investment manager, diversified across specialized asset classes, with approximately $38.8 billion of assets under management as of March 31, 2022. Bridge combines its nationwide operating platform with dedicated teams of investment professionals focused on select U.S. real estate verticals: residential rental, office, development, logistics properties, net lease and real estate-backed credit.
Our in-depth knowledge of local markets, as well as our extensive real asset and capital markets expertise, enable us to develop prolific deal flow and to deploy active asset management and monitoring across our business lines.
Our “owner-operator” perspective can generate deep capabilities to understand assets and source less-than-fully-marketed deal flow from industry participants. We target acquisitions and loans in growth markets where we maintain a strong local operating footprint and where we believe there are more opportunities for value-add investments, which allows us to build portfolios of investments individually asset by asset and target portfolio level premiums at exit.
Our asset management strategy is specialized and focused in a way that emphasizes current income and capital appreciation while mitigating risk. By making improvements that build lasting communities, increase renter satisfaction, and ultimately bring value to investors, we seek to “create alpha” at the asset level.