• Tax Associate

    Job Locations US-UT-Sandy, Utah
    Posted Date 2 weeks ago(9/4/2019 2:00 PM)
    Job ID
    # of Openings
  • Company Info

    Bridge Investment Group is a leading privately held real estate investment and property management firm with over $15 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, office, seniors housing, opportunity zone investments and CRE-backed fixed income, and has 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. 

    Department Info

    Our tax professionals operate within a real estate private equity fund management environment, across several debt and equity verticals. They facilitate various tax preparation engagements, with several third party preparers, handling the preparation of an incredible number of corporate and partnership returns. 

    Position Info

    The Tax Senior Associate will report to the Tax Manager and will be specifically focused on managing our various tax preparation engagements with third party preparers and handling the preparation of several corporate and partnership returns. 


    Your 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
    • 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
    • Manage the quarterly fixed asset processes in Sage FAS for existing and new company assets
    • Assist the Tax Manager in managing exposure to FATCA legislation
    • Manage liquidation plans for domestic C-Corporations
    • Research tax notices from federal/state agencies and prepare written correspondence as needed
    • Assist with the gathering of information necessary for state audits and federal IDRs
    • 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 Federal/State tax issues
    • Other duties as assigned including general administrative duties such as scanning and filing data


    • Bachelor’s Degree in Accounting required; Master’s in Taxation or equivalent preferred 
    • 2-3 years of experience preparing corporate, partnership and/or international 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


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