Tax Manager

Here at Hometap, we're collaborative, passionate, and always ready to roll up our sleeves to create solutions that help people get more out of home ownership - and out of life. Our first product, a home equity investment, gives homeowners the opportunity to quickly access the equity they've built in their home to pay for what's most important to them, from handling debt to finally making much-needed renovations, without taking on debt.

We work hard, and have some fun along the way, too. You don't have to take our word for it:
The Boston Globe and Forbes have recognized us as a great place to work, and we've been honored for our commitment to innovation in the fintech space by Inc., Housing Wire, and more!

In case you need any more convincing, we also provide competitive compensation, healthcare coverage, generous PTO, a meaningful equity package, and a strong culture with plenty of opportunities for team-building and camaraderie.

Interested in joining us on our mission to make home ownership less stressful and more accessible? We'd love to talk.

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.

Hometap Equity Partners, LLC is taxed as a partnership and serves as the general partner of several funds and joint ventures, which are also taxed as partnerships. Two corporate entities add complexity to the mix, including ASC 740 income tax accounting. You're someone who finds this range of entity types interesting rather than intimidating, brings sharp technical judgment, and communicates clearly with investors and internal partners alike.

• Tax compliance management: Serve as Hometap's primary point of contact with our third-party tax preparer (a public accounting firm). Review all federal and state tax filings for accuracy and completeness before submission, including Form 1065 and the related Schedules K-1 issued to investors and employees across Hometap's partnership entities.
• Partnership tax: Apply partnership tax expertise to review allocations, distributions, and capital account maintenance across Hometap's entities. Make sure K-1s are accurate, delivered on schedule, and paired with clear communication to recipients.
• 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.
• State tax notices: Review and respond to state tax notices across all entities. Track open items through to resolution and elevate to the Controller and external advisors when appropriate.
• 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.
• General ledger reconciliation: Own reconciliation of tax-related general ledger accounts on a regular basis, keeping the tax filings and the books aligned.
• 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…