Tax Manager

BAIN CAPITAL OVERVIEW:

With approximately $185 billion of assets under management, Bain Capital is one of the world’s leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit & Capital Markets, and Real Assets. Today, our team includes 1,880+ employees in 24 offices on four continents. 

We partner differently to help people and companies embrace possibility and realize potential. Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights.

Our people are the heart of our advantage. Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes. 

POSITION OVERVIEW

The Tax Manager, Real Estate will join the Bain Capital Tax Department in Boston and report directly to the Head of Fund Tax, Real Estate. They will play a central role in ensuring the timely and accurate delivery of tax compliance and reporting and collaborate with internal Bain Capital teams and external tax advisors on tax structuring and tax strategies for real estate, including REITs.  The successful candidate will work collaboratively with multiple groups within Bain Capital, including the Bain Capital Real Estate investment team, investor relations, finance, legal and treasury.

THE ROLE

Key responsibilities in support of the real estate business will include but are not limited to:

• Coordinate with external tax advisors and fund accountants to facilitate the timely preparation of fund tax return filings and K-1 reporting.

• Provide support to external tax return preparers in reviewing tax return workpapers, tax allocations and tax estimates.

• Partner with external tax advisors to review quarterly tax projections, US and state tax withholding and estimated payments.  Provide guidance on year-end tax reporting (Forms 1099, 1042, etc.).

• Assist with administration of fund entities that are taxable as REITs, including coordination of external REIT income and asset testing.

• Collaborate with the Head of Fund Tax, Real Estate and external tax advisors on complex real estate tax issues and tax strategies.

• Interface with the investor relations to team to support responses to investor requests for tax information.  

• Collaborate with external advisors and internal administrators to manage federal, state and local tax notices and audit responses.

• Use independent judgement in setting priorities; assist with ad-hoc projects and day-to-day tax questions from the business.

• Prepare documents, presentations, and meeting materials including structure charts and spreadsheets.

• Maintain, update and create tax databases and/or database information (e.g. files, trackers, etc.) for real estate.

GENERAL QUALIFICATIONS

The ideal candidate will possess the following professional skills and experiences:

• Bachelor’s degree in Accounting or Finance

• Certified Public Accountant

• Minimum of 5 years of relevant experience in public accounting (Big 4 preferred) or the real estate private equity sector  

• Experienced tax professional with a desire to learn and become in involved in a wide variety of projects.

• Excellent organizational and documentation skills, with strong attention to detail and follow-through

• Able to effectively articulate tax concepts and issues to non-tax professionals

• Demonstrate an entrepreneurial spirit.  Take initiative and lead projects.

• Able to multi-task, prioritize and meet deadlines while working under pressure.

• Highly motivated, team-focused, and results oriented.

• Proficient with Excel, PowerPoint, Word and Adobe.

Bain Capital is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.