Tax Manager

Demetree Global is a family office with a deep real estate heritage focused on the Central Florida market. We oversee a complex structure of operating companies, real estate investments, trusts, family partnerships, and closely held ownership entities. Our environment requires disciplined execution, technical tax leadership, and proactive coordination across accounting, investments, legal advisors, external CPAs, and ownership.

The Senior Tax Manager serves as Demetree Global’s internal tax authority and strategic tax advisor. This senior-level, hands-on role is responsible for tax oversight, planning, technical review, entity ownership support, and transaction advisory across the organization’s real estate portfolio, operating companies, trusts, and family ownership structures.

This is not a compliance-only position. The successful candidate will be expected to review and challenge external CPA work, identify tax-efficient strategies, translate complex tax concepts into practical business recommendations, and advise leadership on the tax implications of ownership structures, liquidity decisions, cash flow planning, and asset transactions.

• Manage, prepare, or directly review federal, state, and local tax filings for partnerships, LLCs, corporations, disregarded entities, trusts, and ownership entities.
• Own accuracy and completeness of complex tax matters, including partnership allocations, capital accounts, special allocations, built-in gains, ownership restructures, and entity changes.
• Maintain compliance calendars, extensions, and estimated tax payments across all applicable entities.
• Serve as the final internal reviewer prior to executive or ownership approval.

• Analyze complex ownership structures involving multiple entities, trusts, family partnerships, and varying asset ownership percentages.
• Support ownership mapping, allocation changes, equity movements, distributions, and liquidity planning across related entities.
• Provide tax insight related to trust structures, succession considerations, estate planning coordination, and multi-generational family office planning.
• Identify practical tax and operational implications of entity structures and recommend improvements when appropriate.

• Evaluate tax implications of acquisitions, dispositions, refinancings, restructurings, 1031 exchanges, and real-estate-specific elections.
• Recommend tax-efficient strategies designed to maximize after-tax returns and preserve long-term family wealth.
• Analyze depreciation strategies, cost segregation opportunities, capitalization considerations, and timing of asset dispositions from a tax perspective.
• Prepare forward-looking tax projections, transaction impact analyses, and entity restructuring models to support leadership decision-making.
• Monitor relevant tax law developments affecting real estate, trusts, closely held entities, and Family Office structures.

• Serve as the internal connector between legal counsel, external CPA firms, accounting, ownership, and business leadership.
• Ensure ownership and transaction structures are technically sound, practical to administer, compliant, and tax-efficient.
• Review, challenge, and validate recommendations and work prepared by third‑party CPA firms and external advisors.
• Communicate tax risks, tradeoffs, and opportunities clearly to executive leadership and ownership.

• Partner with accounting to ensure financial reporting supports accurate tax treatment and reliable cash flow planning.
• Review and resolve complex book‑to‑tax differences related to depreciation methods and lives, intercompany transactions, refinancing events, restructures, and entity‑level activity.
• Forecast tax liabilities, estimated payments, and liquidity timing across entities and trusts.
• Identify accounting, reporting, or process issues that could create tax exposure, compliance risk, or cash flow impact.

• Use Yardi…