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Caliber The Wealth Development Company Tax Senior Accountant in Scottsdale, Arizona

This position will report to the Director of Tax and be primarily responsible for helping to expand Caliber?s accounting and finance capabilities, in the areas of tax planning, compliance, and reporting. This individual will also play an integral role in driving the internal workflows and processes which are critical to a successful tax compliance function.

Salary ? $72,000 to $85,000 plus annual bonus (depending on experience)

Other Compensation ? Participation in employee stock option plan


Overall responsibilities for Federal, State and Local tax matters including the following:

  • Complete the preparation of all domestic partnership and C corporation tax filings (federal, state, and local income tax returns), including K-1s, associated supporting calculations, workpapers, and memos outlining key issues and positions taken with support for certain decisions.

  • Coordinate with Finance, Accounting, and other internal groups to ensure Tax receives all data to complete tax adjustment calculations and gain a thorough understanding of the book accounting treatment of all tax sensitive items.

  • Prepare federal, state and local estimate and extension forms and calculations, as needed.

  • Assist in preparing estimated K-1s to provide to investors for year-end and tax extension planning.

  • Resolve tax issues and draft responses to tax notices and inquiries from federal/state agencies.

  • Assist with timely 1099 preparation and delivery to necessary parties.

  • Review and interpret LLC and LP agreements to ensure correct tax return treatment and preparation of tax target income allocation schedules. Provide comments for revisions and changes to future agreements as they are being drafted.

  • Preparation of the domestic ASC 740 annual corporate tax provision.

  • Assist in various sales tax projects, including providing support to our third-party vendors, updating in-house processes, and researching topics.

  • Analyze Qualified Opportunity Zone rules and regulations and provide insight and recommendations to ensure compliance for acquisition, construction, and operation of business entities by Caliber?s Qualified Opportunity Fund. Perform monthly asset testing and ensure steps are taken to avoid all semi-annual test related penalties.

  • Complete the preparation of monthly investor distribution calculations.

  • Assist with creating, managing, and maintaining interim and annual controls.

  • Assist with creating and updating the Caliber Tax Policy and Procedure manual on topics including corporate tax planning and strategy, federal and state tax compliance, and employee compensation and benefits.

  • Identify and implement process improvements in preparation and delivery of 1099s, tax returns, and K-1s.

  • Research new and emerging tax topics and reform and/or issues related to the Caliber tax returns.

  • Assist in other various tax projects as necessary.

Skills and Experience

  • Bachelor?s degree in Accounting required; Master's in Taxation or equivalent a plus

  • CPA designation, or plan to obtain CPA license preferred

  • Minimum of 2 years of experience at a middle to large public accounting firm and/or corporate tax department

  • Strong partnership preparation skills required

  • Knowledge of CCH Axcess Tax and ProSystem fx Engagement preferred

  • In-depth knowledge of ASC 740 & US GAAP preferred

  • Real estate industry tax accounting experience

  • High level of integrity, detail, self-motivation and hands-on approach to problem solving required

  • Demonstrates ability to adapt and execute on activities and deliverables with minimal guidance

  • Experience with effectively working in cross-functional teams

  • Strong oral and written communication skills

  • Strong Microsoft Excel skills