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Tax Manager

Demetree Global -
Winter Park, FL

Quick Apply

Job Details

Full-time
7 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Corporate tax expertise
Accounting systems
Property management tools
CPA
Public accounting
Process improvement
Partnership tax expertise
Accounting experience within real estate
Documentation reviews
Senior leadership

Full Job Description

About Demetree Global

Demetree Global is a family office with a deep real estate heritage focused on the Central Florida market. We oversee a complex structure of operating companies, real estate investments, trusts, and closely held ownership entities. Our environment requires disciplined execution, technical tax leadership, and proactive coordination with accounting, investments, and ownership.

We are seeking a Senior Tax Manager to serve as the firm’s internal tax authority, reviewing and challenging external CPA work, supporting sophisticated tax planning, and advising leadership on entity structure, liquidity, and cash‑flow impacts.

Position Summary

The Senior Tax Manager is a senior‑level, hands‑on tax leader responsible for all core tax execution and technical oversight across Demetree Global’s real estate portfolio, operating entities, trusts, and ownership structures.

This role operates with high autonomy, strong judgment, and executive‑level visibility. The Senior Tax Manager owns day‑to‑day tax outcomes, ensures accuracy and risk mitigation, and partners closely with accounting, leadership, and external advisors to align tax strategy with investment activity and cash‑flow planning.

Key Responsibilities

1. Tax Compliance & Complex Filings (Primary Responsibility)

Manage, prepare, or directly review federal, state, and local tax filings for:
Partnerships, LLCs, corporations, and disregarded entities
Trusts and ownership entities
Own accuracy and completeness of complex tax matters, including:
Partnership allocations, capital accounts, and special allocations
Built‑in gains, ownership restructures, and entity changes
Multi‑state filings, apportionment, and nexus issues
Maintain compliance calendars, extensions, and estimated tax payments across all entities
Serve as the final internal reviewer prior to executive or ownership approval

2. Oversight of External CPA Firms

Act as Demetree Global’s primary internal tax reviewer and technical authority
Review, challenge, and validate work prepared by third‑party CPA firms
Ensure external advisors fully understand:
Entity and ownership structures
Trust arrangements
Historical tax positions and elections
Identify risks, inconsistencies, or missed opportunities and drive resolution

3. Tax, Accounting & Cash‑Flow Integration

Partner with accounting to ensure book reporting supports accurate tax treatment
Review and resolve complex book‑to‑tax differences related to:
Depreciation methods and lives
Intercompany transactions
Refinancing events and restructures
Support cash‑flow planning by:
Forecasting tax liabilities and estimated payments
Advising on liquidity timing across entities and trusts
Identify accounting or process issues that could create tax or cash‑flow exposure

4. Trust, Entity & Ownership Oversight

Support tax compliance and reporting for trust structures and ownership entities
Assist with ownership mapping, allocation changes, and equity movements
Provide tax insight to leadership related to:
Distributions
Estate and succession considerations
Family office liquidity planning

5. Tax Planning & Transaction Support

Prepare and support tax planning initiatives, including:
Transaction impact analyses
Entity restructuring models
Forward‑looking projections
Assist with tax analysis for:
Acquisitions, dispositions, and refinancings
1031 exchanges and real‑estate‑specific elections
Partnership and ownership changes
Monitor tax law developments affecting real estate, trusts, and closely held entities

6. Leadership, Standards & Process Improvement

Establish and enforce high standards for tax documentation, workpapers, and internal reviews
Improve tax workflows, calendars, and internal controls
Serve as a technical resource for accounting, finance, and leadership
Mentor internal staff as tax complexity grows

Qualifications & Experience

Required

7+ years of progressive experience in public accounting and/or industry tax roles
Deep expertise in:
Partnership taxation
Real estate entities and transactions
Multi‑entity, closely held structures
Proven ability to independently review and challenge complex tax returns
Strong technical judgment, ownership mindset, and attention to detail
Familiarity with real estate accounting systems (Yardi preferred)

Preferred

CPA, MST, or JD strongly preferred
Experience working with:
Family offices
Trust taxation
Complex ownership and investment structures
Comfortable interfacing with executive leadership and ownership

Why This Role

This is a true senior tax role, not a compliance‑only position. The Senior Tax Manager plays a critical role in protecting the organization, guiding complex tax decisions, and ensuring that tax strategy supports investment outcomes, cash flow stability, and long‑term family office objectives.

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Vision insurance

Application Question(s):

Do you have experience utilizing Yardi? If so, how many years?

Ability to Commute:

Winter Park, FL 32789 (Required)

Work Location: In person

Quick Apply

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