Tax Manager – Trust & Estate, Compliance Focused
BPM LLP
Associate Tax Credit Asset Manager – Commercial Real Estate Portfolio Manager
Wells Fargo
full-time
Posted on:
Location Type: Hybrid
Location: Los Angeles • California, Colorado • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $145,000 per year
Job Level
JuniorMid-Level
About the role
- Participate in review, research, and reporting of property performance
- Identify opportunities for process improvements within scope of responsibilities or functional area
- Review and research basic operational assignments that require evaluation and selection of alternatives
- Exercise independent judgment to guide medium risk deliverables
- Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements
- Collaborate and consult with Commercial Real Estate Portfolio Management colleagues, internal partners, and stakeholders, including internal as well as external customers
Requirements
- 2+ years of Commercial Real Estate Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience with the Low-Income Housing Tax Credit (LIHTC) industry or Commercial Real Estate industry with one or more of the following functional roles: Real Estate Underwriting, Portfolio Management, Asset Management, Tax Credits, Real Estate Workouts, Financial Analysis, Accounting
- Ability to review tax returns and/or audits for low-income real estate partnerships
- Ability to analyze and interpret complex legal documents, including commercial real estate loan agreements and partnership contracts
- Client-focused with proven experience in analyzing customer needs and delivering effective solutions
- Strong attention to detail and accuracy
- Advanced Microsoft Excel skills
- Strong organizational, multi-tasking, and prioritizing skills
- Strong analytical skills and ability to solve complex technical problems
- Project management skills including the ability to handle multiple projects concurrently
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Commercial Real Estate Portfolio ManagementReal Estate UnderwritingPortfolio ManagementAsset ManagementTax CreditsFinancial AnalysisAccountingTax return reviewLegal document analysisProject management
Soft skills
Client-focusedAttention to detailOrganizational skillsMulti-taskingPrioritizing skillsAnalytical skillsProblem-solving
