Hometap - Tax Manager
Requirements
• We're looking for a Tax Manager to own Hometap's tax compliance and reporting function. This role sits in the Finance department and reports to the Controller. Tax at Hometap directly shapes how our investors, employees, and business partners understand their financial relationship with the company, and you'll treat it that way. You'll do well in this role if you have a strong command of partnership tax accounting, are comfortable serving as the primary point of contact with a third-party tax preparer, and take ownership of getting things right the first time. • 5+ years of tax experience with meaningful exposure to partnership tax accounting, including review of Form 1065 and Schedules K-1 for funds, joint ventures, or similar pass-through entities • Active CPA license • Strong technical understanding of partnership tax concepts, including capital account maintenance, allocations, and tax distributions • Experience with ASC 740 income tax accounting for corporate entities, including current and deferred taxes • Track record managing a third-party tax preparer relationship, reviewing work product critically and holding external partners accountable to quality and timelines • Experience reviewing and responding to state tax notices across multiple jurisdictions • Sharp attention to detail and a self-starter mindset. You spot issues and drive them to resolution without waiting to be asked • Clear written and verbal communication, including the ability to explain complex tax matters to investors and non-tax professionals • Comfort with financial software, ERP systems, and the Microsoft Office Suite, especially Excel. NetSuite experience is a plus • Ability to work independently and collaboratively in a fully remote, fast-paced environment • Public accounting firm experience, particularly with fund or partnership clients, is a plus • The salary range for this role is $130,000 - $145,000, depending on your experience, skills, location, and other factors. You’ll also receive meaningful equity, so you can share in our growth and success. We offer generous medical, dental, and vision coverage, a work-from-home stipend, parental leave, and plenty of paid time off to recharge.
Responsibilities
• Tax compliance management: • Partnership tax: • Corporate tax accounting (ASC 740): Manage income tax accounting for Hometap's two corporate entities under ASC 740, including current and deferred tax calculations. Lead the adoption of ASU 2023-09 (Income Tax Disclosures) later this year, assessing the impact and coordinating implementation with the Controller. • Corporate tax accounting (ASC 740): • State tax notices: Review and respond to state tax notices across all entities. Track open items through to resolution and escalate to the Controller and external advisors when appropriate. • State tax notices: • Tax payments: Initiate federal and state estimated tax payments and extension payments on time. Record related journal entries in the accounting system and maintain supporting documentation. • Tax payments: • General ledger reconciliation: Own reconciliation of tax-related general ledger accounts on a regular basis, keeping the tax filings and the books aligned. • General ledger reconciliation: • Investor communications: Communicate proactively with investors about the timing and availability of K-1s and quarterly fund and joint venture financial statements. Handle ad hoc investor questions with professionalism and accuracy. Notify employees annually when their K-1s are available. • Investor communications: • Quarterly distributions: Confirm the accuracy of quarterly distribution calculations and the underlying tax calculations that support them across Hometap's partnership entities. • Quarterly distributions: • Tax research and planning: Track changes in federal, state, and local tax law and assess their impact on Hometap's entity structure and obligations. Surface tax planning opportunities and recommendations to the Controller. • Tax research and planning: • Audit support: Support external auditors on tax matters during the annual audit. Prepare and organize supporting schedules and workpapers independently, escalating to the Controller as needed. • Audit support: • Special projects: Partner with the Controller on special projects and ad hoc analyses, bringing a tax perspective to broader finance initiatives. • Special projects: • Process improvement: Continuously assess and improve tax processes, controls, and documentation so they scale with Hometap. • Process improvement:
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