Tax Accountant

Company Background AIC Ventures is a real estate private equity firm with a proven track record in sponsoring and supporting a series of successful real estate investment Funds and private REITs. Over its 35-year history, AIC has acquired more than $2.7 Billion of U.S.-based industrial real estate assets occupied by middle-market companies through the 16 Funds it has sponsored. AIC maintains deep relationships with high net-worth private investors who provide a proprietary flow of equity capital and has strong relationships with banking institutions and life insurance companies that provide steady and reliable access to debt. At the heart of AIC’s success are our core values which require that AIC members have the right character and competencies to earn long-term trusting relationships with the AIC team and external service partners. The successful candidate must embrace our STILE culture: • Synergy ‐ engaging in collaborative efforts to deliver greater results • Trust ‐ displaying the character to do the right thing in a direct and honest manner • Integrity ‐ demonstrating sound moral and ethical principles • Leadership ‐ inspiring others to maximize efforts and achieve a goal • Excellence ‐ exceeding expectations with investors, tenants, lenders, or fellow employees Role Overview The Tax Accountant will play a key role in supporting both tax compliance and fund/investor accounting functions across AIC’s private equity real estate funds, with a primary focus on tax-related responsibilities. During non-tax periods, the position offers increased exposure to investor and property-level accounting, providing variety and development across financial operations. This individual will work closely with the Controller and collaborate across Finance and Fund Management teams to ensure accurate and timely delivery of financial data to external stakeholders. The ideal candidate thrives in a fast-paced environment, demonstrates initiative, and brings experience in private equity tax and fund-level accounting. They are comfortable shifting priorities throughout the year and enjoy contributing to a collaborative, high-performing culture. Key Responsibilities Tax Accounting · Consolidate multiple trial balances and prepare eliminating journal entries · Build and maintain tax workpapers, ensuring accuracy and timeliness · Work efficiently in Excel to organize, analyze, and format large volumes of financial data · Prepare quarterly FATCA workpapers for foreign investors · Conduct tax research on federal and state tax changes and implications · Assist with CCH tax software for return prep and review support · Collaborate with external firm to meet deadlines for fund tax deliverables Investor & Fund Accounting · Record journal entries for capital contributions, quarterly distributions, and returns of capital · Perform G/L analysis and bank reconciliations · Track investor capital, performance, and distributions using Yardi · Coordinate with Investor Relations to issue quarterly investor statements · Support ad hoc property-level accounting tasks during non-tax periods Requirements: · Experience with private equity fund accounting, including capital account maintenance and allocation of income, gains, losses, and expenses. · Proficiency in Microsoft Excel (pivot tables, lookups, formulas, etc.) · Experience with consolidating financial statements or trial balances · Prior experience in tax preparation for partnerships preferred · Familiarity with CCH Axcess or willingness to learn quickly · Ability to research tax law and summarize relevant findings · Experience with Tax software · Familiarity with Yardi, MRI or other real estate focused accounting software is a plus Education & Experience · Bachelor’s degree in accounting or finance · 3 – 5 years of experience in real estate or private equity tax Compensation & Benefits · Competitive salary, commensurate with experience · 401(k) + employer match · Health, dental, vision, life, disability insurance · Flexible spending and HSA account options · Paid time off through open vacation policy · Profit sharing participation biannually Job Type: Full-time Benefits: • 401(k) • 401(k) matching • Dental insurance • Disability insurance • Flexible schedule • Flexible spending account • Health insurance • Life insurance • Paid time off • Vision insurance Application Question(s): • How many years of experience do you have in tax accounting? • How many years of experience do you have in real estate or private equity fund accounting? • Which tax preparation or accounting software platforms have you used? (ex. CCH Axcess, GoSystem, ProSystem fx, Ultra Tax, Yardi, MRI) Work Location: In person