Senior Director – Head of Tax

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of Fundrise’s technical tax positions, primarily in relation to REITs and RICs, along with the associated risks.

• Document the rationale behind tax positions to meet audit-defensible standards and assess exposures for the CFO, portfolio management, and the executive team.

• Elevate matters that necessitate external opinions and make independent decisions on other tax-related issues.

• Design and manage the division of tasks between in-house responsibilities and external resources.

• Define engagement scopes, negotiate fees, establish service levels, manage the tax vendor budget, and implement review controls.

• Oversee compliance across the platform, including REIT and RIC qualifications, asset and income testing, prohibited transaction analysis, earnings and profits, and distribution mandates.

• Supervise federal and state filings for Forms 1120-REIT, 1120-RIC, 1120, and 1065, which includes filing schedules, extension strategies, and nexus determinations.

• Deliver ASC 740 provisions in accordance with the SEC reporting calendar.

• Manage review controls for investor 1099s prepared by Fundrise software.

• Review externally prepared K-1s and collaborate with Investor Relations on tax-related content and inquiries for investors.

• Collaborate with real estate and venture teams on acquisition and disposition structures and assess transaction documentation.

• Foster internal relationships and engage during the establishment of transaction terms.

• Document positions, methodologies, and recurring processes to maintain institutional knowledge.

• Automate manual tasks, including using AI-driven workflows.

• Develop and uphold a small team of senior in-house professionals to high standards.

• Rigorously manage external partners.

• Report to the CFO and participate on the finance leadership team.

⛳️ Requirements

• Over 10 years of tax experience, demonstrating genuine technical expertise in REIT taxation.

• Exposure to partnership, TRS, RIC/’40 Act, and Qualified Opportunity Fund is advantageous.

• Proven experience defending positions before auditors, regulators, or during examinations.

• Strong documentation discipline for audit-defensible tax positions.

• Direct experience delivering results through external advisors, offshore delivery centers, or fund administrators.

• Experience in critically evaluating externally provided work.

• Proven track record of making decisions, articulating viewpoints clearly, and taking ownership of outcomes.

• Ability to drive results through Finance, Legal, Real Estate, Venture, and Engineering partners without direct authority.

• Proficient in translating complex tax issues for executives, auditors, the board, and investors.

• Comfortable working in a small, fast-paced, predominantly remote organization.

• CPA, JD/LLM, or equivalent certification preferred.

• Bachelor’s degree in accounting, finance, or a related field, or comparable experience.

• Strong belief in Fundrise’s social mission.

• Must reside in the United States.

🏝️ Benefits

• Remote-first work environment (residency in the United States is required).

• Competitive medical, dental, and vision insurance, with Fundrise covering both employee and dependent premiums.

• Flexible Spending Accounts available for medical expenses, dependent care, and parking.

• 401(k) plan with a 3% contribution from Fundrise, irrespective of your own contributions.

• Comprehensive life insurance and short-term disability coverage at no cost.

• Significant equity through our employee stock grant program.

• Gympass benefit that includes mental health resources.

• Flexible Paid Time Off (PTO).

• Employee Assistance Program.

• Paid parental leave.