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Bridge Investment Group, LLC Tax Manager in Sandy, Utah, Utah

Bridge Investment Group is a leading privately-held real estate investment and property management firm with over $20 billion in assets under management. Bridge pursues investment opportunities in targeted real estate sectors that offer attractive returns including current income and capital appreciation. Its real estate activities encompass the acquisition, financing, property management, optimization and disposition of real assets and CRE-backed fixed income securities. The company operates in five targeted verticals: multifamily/affordable housing, office, seniors housing, opportunity zone investments and CRE-backed fixed income. We have specialized investment teams focused on each of these areas to generate above-market returns for its investors.

Bridge Culture

Bridge is well-regarded for its high integrity and collaborative leadership culture that rewards both individual thinking and team decision making. Our leadership are seasoned professionals who bring their vast experience and high standards of excellence to their work.

Given our horizontal scope and vertical integration, Bridge professionals are empowered to work across functional teams. As a result, they are deeply specialized and highly versatile with a clear understanding of how their roles fit into a broader context.

Our leaders value career development and take seriously the role they play in developing next-generation leaders. Bridge professionals embody accountability and seek to deliver high-quality results through creativity and innovation. We cultivate a diverse and inclusive culture of disciplined analysis and action; we believe that diversity is the only path to superior performance.

The SALT (State and Local Tax) Tax Manager will be specifically focused on managing our engagements with third party tax preparers and handling the preparation of state and local returns.

The SALT Tax Manager's responsibilities will include:

  • Assist with the annual tax preparation of Bridge’s 500+ taxable entities and partnerships that include pass-through allocations from SPEs and targeted allocations for investors in the funds

  • Assist in analyzing state filing requirements on an annual basis

  • Assist in coordinating tax payments with third party service providers and internal Bridge employees

  • Review federal and state tax returns prepared by Bridge’s tax service providers

  • Assist with reviewing joint-venture and fund K-1s prepared by Bridge’s tax service providers before being released to investors

  • Assist in the preparation of quarterly/periodic estimated tax and tax withholding calculations for the partnerships and corporations within the various fund structures

  • Assist with other tax calculations as requested by the accounting department or upper management

  • Research tax notices from federal/state agencies and prepare written correspondence as needed

  • Assist with the gathering of information necessary for state audits

  • Assist in managing information requests from Bridge’s tax service providers

  • Liaise with Investor Services and Bridge’s tax service providers to gather investor information needed for composite returns, K-1s, and other tax documents.

  • Perform tax research into state and local tax issues

  • Other duties as assigned including general administrative duties such as scanning and filing data

Qualifications and Competencies for the SALT Tax Manager:

  • Bachelor’s Degree in Accounting required; Master’s in Taxation or equivalent preferred

  • 3+ years of experience preparing state and local taxes

  • Big 4 experience is a plus

  • Real estate industry experience is a plus

  • Experience with SAGE Fixed Asset Software or other similar product is a plus

  • Strong Microsoft Excel skills required

  • High level of integrity, detail, self-motivation and organization is a must

  • Strong oral and written communication skills

Bridge's Benefits include:

  • A highly-competitive base salary

  • Bonus and carried interest eligibility based on individual and team performance

  • A suite of benefits, including comprehensive medical, dental, vision, and 401k matching

  • Generous PTO, including maternity and paternity leave

  • Company-sponsored service opportunities

Job ID: 2019-2095

External Company URL: https://www.bridgeig.com/

Street: 111 E. Sego Lily Drive, Suite 400

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