About the Role
The Manager, U.S. Tax is responsible for coordinating and reporting on the U.S. tax operations for assigned single-family rental home portfolios. This role requires strong analytical and technical expertise across federal, multi-state, and local tax matters, particularly as they relate to U.S. domestically controlled REITs, corporations, and partnerships. Success in this role requires a highly organized and collaborative approach, with the ability to manage multiple priorities independently and the ability to work cross-functionally. Experience with tax technology and software, along with the ability to develop customized business reporting models, will be considered a strong asset.
Responsibilities
- Review and file federal, multi-state, and local income tax returns for REITs, corporations, and partnerships.
- Coordinate with and support third-party service providers to ensure timely and accurate completion of tax reporting requirements.
- Manage the overall REIT compliance process, including preparation/review of quarterly asset and annual income tests, monthly taxable income and E&P estimates, REIT distribution requirements and related tax reporting.
- Collaborate cross-functionally with Accounting, Treasury, Legal, and Finance teams.
- Respond to and support private investors with tax-related inquiries.
- Manage and oversee the timely resolution of IRS and state income tax notices.
- Assist in the preparation and maintenance of tax depreciation records, 1031 like-kind exchange data, and partnership basis adjustments.
- Perform, document, and summarize tax research, including conclusions on specific technical matters.
- Support tax planning initiatives, as required.
- Prepare and manage tax compliance calendars, quarterly estimated income tax/franchise tax payments, and the overall annual extension process.
- Prepare and support the quarterly and annual tax provision process under ASC 740, including review of book-tax adjustments, fixed asset depreciation and deferred tax balances.
Requirements
- CPA designation is required.
- Strong proficiency in U.S. partnership, REIT and corporate taxation.
- Bachelor’s degree with strong academic performance; a business or related field is an asset.
- Equivalent relevant experience will also be considered.
- Minimum 5 years of professional experience in tax and/or accounting, with at least 3 years specializing in U.S. tax.
- Experience in a Big 4 firm, private equity, or a private equity-backed company is an asset.
- Experience with real estate partnerships, REITs and corporations
- Experience in a private or corporate real estate environment is an asset.
Skills
- Advanced proficiency in Excel functions, modeling, and data analysis is considered a strong asset
- Tax technology and software
- Develop customized business reporting models
Location
- Toronto
Work Type
- Hybrid
Experience Level
- Minimum 5 years of professional experience in tax and/or accounting, with at least 3 years specializing in U.S. tax.
Education Level
- Bachelor’s degree
- CPA designation
Salary/Compensations
- $125,440.00 - $175,440.00
Benefits
- Discretionary bonus based on company performance and individual contribution
- Attractive benefit and wellness package
About the Company
- Tricon is an owner, operator and developer of single-family rental homes in the U.S. and multi-family apartments in Canada.
- Our commitment to enriching the lives of our employees, residents and local communities underpins Tricon’s culture and business philosophy.
- We provide high-quality rental housing options for families across United States and Canada through our technology-enabled operating platform and dedicated on-the-ground operating teams.
- Our development programs are also delivering thousands of new rental homes and apartments as part of our commitment to help solve the housing supply shortage.
Equal Opportunity
- At Tricon, we are committed to creating a workplace where every individual is valued for their unique contributions, experiences, voices, and backgrounds. By embracing these principles, we aim to positively impact our business and the communities we serve, creating a lasting legacy where everyone can thrive.
