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Asana Partners is a retail real estate investment firm creating value in vibrant neighborhoods by leveraging vertically integrated capabilities and retail expertise. With more than $7 billion of neighborhood assets under management, the firm is active in growth markets throughout the United States and is driven to make a positive impact within communities.Our distinctive company culture is the key to our success. We recruit high-performing, ambitious individuals who are entrepreneurial and eager to maximize their potential in a team environment.
We value relationship building – both internally and externally – and view it as the foundation for creating value for our neighborhoods and generating strong results for our investors. Asana Partners is known for our proven, strategic approach; our sophisticated, collaborative team; and our high-quality portfolio. With offices in Charlotte, Atlanta, Boston, Columbia, Denver, Los Angeles, and New York, we were founded to be a firm that would provide career-long opportunities for our people and a long-term partner for our investors.For additional information, visit www.asanapartners.com or follow @asanapartners.The Manager – Tax position provides an opportunity for an experienced real estate tax professional to manage all tax-related matters for Asana Partners at the investment, REIT, fund, and corporate level.
Reporting directly to the Chief Financial Officer, this role will partner with senior management on fund structuring, REIT compliance, transactions support, non-domestic investor tax strategy, and corporate tax planning. This individual will play a critical role in shaping and optimizing the firm’s tax strategy, supported by a top-tier external tax counsel and tax advisory teams. This is a highly visible career-defining role with a path to Director-level leadership as the firm continues its growth. Duties Include:
Firm-wide Tax Leadership
- Serve as tax liaison and subject matter expert for all teams across the company
- Ownership and coordination of tax responsibilities between in-house accounting/deal teams, while managing relationships with key external tax advisors (accounting firms and tax counsel)
- Oversee corporate tax compliance, planning, and strategy
Fund and Investor Tax Structuring
- Optimize fund structuring ensuring investor tax efficiency, operational viability, and cost controls
- Support capital raising efforts and liaise with investor tax teams (typically non-domestic capital)
REIT Compliance and Strategy
- Lead REIT planning and operations – six funds with 60+ subsidiary REITs and growing
- Ensure REIT compliance with oversight of REIT testing performed by Big 4 accounting firm
- Research, develop and implement tax strategies for future products and legislative changes
Asset Management Operations and Transactions Support
- Support asset management on various tax issues coordinating with external tax advisors
- Assess tax impact on transactions, ensuring deal teams have appropriate training on key issues
Requirements
- 5-10+ years of relevant real estate tax experience, preferably in private equity fund management, public REITs, or a top-tier law/public accounting firm serving real estate clients
- Expertise in fund structures, REITs, tax compliance, investor-level tax considerations
- Highly motivated, proactive, strategic thinker, with a passion for adding value through tax strategy
- Strong collaborator, comfortable working closely with deal teams, senior management, and external tax advisors in a fast-paced dynamic environment
Education
Bachelor’s Degree required; Master’s Degree a plus
Travel
Limited
