1. Reporting and Compliance

• Own the compliance calendar, ensuring all federal, state, and local estimated tax payments, extensions, elections, and reporting are timely filed.
• Own accuracy and completeness of taxable income computations, including variance analysis and impacts of tax law or business environment changes.
• Lead nexus reviews and state tax research, evaluating the state tax footprint and developing nexus and apportionment analytics.
• Own tax fixed asset reviews, ensuring depreciation and basis positions are accurate and audit-ready.
• Identify available credits and incentives, and manage the team's execution of incentives, BPT/PPT, and other real estate and annual reporting requirements.
• Manage the team and external accounting firm in preparing federal, state, and local tax filings for partnerships, LLCs, and S-corporations.
• Serve as final reviewer prior to Director approval, escalating and communicating appropriately throughout the process.
• Lead timely, accurate, and complete responses to federal, state, and local tax notices, examinations, and audits, with a mindset to mitigate incremental tax exposure.

2. Quarterly Forecasting

• Partner with accounting and finance teams to ensure quarterly reporting supports accurate tax treatment and reliable cash flow planning.
• Lead the team in preparing and optimizing forecasts to reflect current-year business events and tax law changes.
• Own quarterly cash tax outflows and estimated tax payments across all business entities: preparing internal reporting documents and coordinating with accounting and treasury on required cash movement to ensure accurate, on-time remittance.
• Communicate quarterly tax summaries to shareholders and other stakeholders in a timely manner.

3. People Leadership & Process Improvement

• Establish and enforce high standards for tax documentation, workpapers, ownership records, calendars, and internal review processes.
• Build and maintain a compliance tracker and director-level review materials that make compliance status visible without requiring Director intervention.
• Leverage technology to improve data collection, validation, and reporting, with a continuous improvement mindset and a hands-on approach.
• Build effective relationships and improve workflows and communication with accounting, finance, legal, and business teams, serving as a strong, responsive business partner to non-tax teams and external advisors.
• Serve as a technical resource, providing guidance and mentorship to junior staff members.