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Vice President - Taxation

Tax & Finance | Palo Alto, CA | Full Time

Job Description

About the Company

Marcus & Millichap Company (MMC) is a real estate leader and pioneer with a diverse family of companies offering Premier Real Estate Services, Real Estate Investments and Real Estate Development. Each MMC company is a distinct fusion of real estate specialization and innovation powered by a culture of loyalty that permeates throughout the Marcus & Millichap organization.  To find out more about the company, visit www.mmcrealestate.com.

Position Overview 

Job Description:  We’re hiring a Vice President - Taxation to join our team in Palo Alto, California! Reporting directly to the Senior Vice President - Finance & Accounting, the Vice President - Taxation will be primarily responsible for managing the tax department and identifying and proposing resolutions to tax issues as they arise, both on the partnership and corporate side.  To succeed in this role, the Vice President - Taxation should have a significant amount of partnership tax experience, strong communication skills to work with individuals at all levels of the organization, be organized, and also be prepared to recommend and implement changes within the tax department. As MMC also prepares a corporate tax return, knowledge and experience with corporate tax and GAAP tax provision is also beneficial.

This role is a great opportunity for those who would like to utilize and develop their existing skills. The VP - Taxation is a key leadership role in the parent company’s finance and accounting department and provides significant exposure to senior management of a highly successful and dynamic real estate organization in the Bay Area. You will manage a small team who reviews/prepares partnership tax returns and a consolidated corporate tax return prepared by third parties, as well as tax provisions for the annual audit of several entities. Additionally, you will interface with outside tax consultants for tax issues.  The Vice President - Taxation  will also work closely with various dynamic accounting teams within the organization to coordinate deliverables needed to produce tax workpapers. Note: While many partnerships have a December 31st year-end, the corporate entity MMC has a fiscal year-end of March 31st.

For interested and qualified candidates, we are in a great location - near Caltrain with good restaurants and shops within walking distance!

Primary Responsibilities:

  • Manage the tax department, including monitoring the preparation of tax workpapers and related tax returns, managing/mentoring individuals, and roles, determining resource needs and evaluating appropriate split between external vs. internal prepared tax returns
  • Manage the tax planning and the compliance calendar to incorporate all tax deadlines and payments
  • Proactively communicate relevant significant tax matters and actively participate in decision-making with senior management
  • Determine the tax accounting for transactions
  • Act as the main point of contact for joint venture partners/sponsors (both where we are responsible for preparing the tax returns, as well as where the partner is the sponsor and is responsible for preparing the tax returns); manage relationship with sponsors to ensure underlying tax returns (and related workpapers) are prepared accurately and timely
  • Act as the main point of contact for external tax preparers and other relevant service providers
  • Review tax returns and related tax workpapers
  • Review tax provisions for those entities who have an external audit (consolidated entity and several subsidiaries)
  • Provide guidance to various accounting groups on how to improve efficiencies between accounting and tax
  • Manage federal, state, and local tax audits
  • Other duties as assigned

Knowledge/Skills:

  • Strong understanding of real estate partnership tax is required
  • Experience with corporate tax and preparation or review of tax provisions is preferred
  • Ability to thoroughly understand the financial accounting for transactions and the related adjustments to convert a GAAP trial balance to a trial balance for the purpose of preparing tax returns
  • Ability to educate accountants on which critical items would improve the tax preparation process while not impeding the accounting processes
  • Advanced MS Excel skills (array formulas, sum-ifs, indirect, index, etc.) required
  • Previous interaction with external CPA firms required
  • Ability to work independently and as part of a team within the tax and accounting group
  • Able to manage multiple projects simultaneously
  • Thorough, detail-oriented, with a big picture mindset
  • Ability to make sound and accurate judgements
  • Strong organizational skills
  • Excellent analytical and written/oral communication skills
  • Excellent work habits and interpersonal skills
  • Positive, eager to learn and willing to take on challenges

Qualifications & Education:

  • B.S. degree in Accounting and/or tax (Master’s in tax is a plus)
  • CPA with minimum 10 years tax experience, including a minimum of 3-5 years of each of partnership tax and supervisory experience
  • Big 4 public accounting experience preferred, along with time spent in the industry