Job Description

In-Office | Full-Time | Excellent Work/Life Balance

Palms Associates, LLC—a long-standing developer, owner, and manager of high-quality commercial and multifamily properties throughout the Southeast—is seeking a Tax and Financial Analyst  to join our collaborative accounting team in  Virginia Beach, VA . If you are a  CPA or CPA candidate  with experience in  public accounting  and  real estate management or development , this role offers a unique opportunity to blend tax expertise, financial analysis, and strategic impact— all within a company that truly values balance and flexibility.

Position Summary  

The Tax and Financial Analyst is responsible for managing the company’s tax compliance, financial reporting, and analytical functions. This position combines technical tax expertise with strong financial reporting and analytical skills to ensure compliance, improve operational efficiency, and support data-driven decision-making. The ideal candidate is detail-oriented, proactive, and experienced in real estate or property management accounting. 

Key Responsibilities

Tax Management 

• Prepare and file federal, state, and local tax returns, including income, sales, and property taxes.
• Maintain accurate tax records and documentation to support audits and compliance reviews.
• Monitor changes in tax legislation and assess their impact on company operations and entities.
• Coordinate with external tax advisors and auditors to ensure timely and accurate filings.
• Analyze tax implications of business transactions, property acquisitions/dispositions, and entity structures.
• Assist in developing tax strategies to minimize risk and optimize financial performance.

Financial Analysis & Reporting 

• Oversee general ledger activities, including journal entries, reconciliations, and month-end close processes.
• Prepare and analyze financial statements in accordance with GAAP.
• Reconcile bank accounts, credit card statements, and escrow accounts.
• Maintain fixed asset schedules and depreciation records.
• Assist in budgeting, forecasting, and variance analysis.
• Analyze monthly, quarterly, and annual financial results and provide insights on trends and performance.
• Collaborate with property and regional managers to ensure accurate and timely financial reporting for each property.
• Support financial modeling and investment analysis for acquisitions, refinancing, and capital projects.
• Prepare executive-level financial summaries and reports to support strategic decision-making.

Compliance & Controls 

• Ensure adherence to GAAP, company policies, and internal control procedures.
• Support financial and tax audits and assist in implementing recommendations for process improvements.
• Assist in maintaining and documenting accounting policies and internal control procedures.
• Support system upgrades or implementations related to accounting, reporting, and tax compliance.

Qualifications

• Bachelor’s degree in accounting, finance, or related field. CPA or CPA candidate preferred.
• Tax experience in public accounting.
• 4+ years of experience in accounting, tax, or financial analysis—preferably in real estate or property management.
• Strong understanding of GAAP, federal and state tax laws, and real estate accounting practices.
• Proficiency in accounting software (Yardi experience a plus) and advanced Excel modeling skills.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently, manage multiple priorities, and meet deadlines.

At Palms, we have excellent benefits! Outstanding total compensation package includes:

• Career development
• Health/Vision/Dental/Life/Disability Insurance, Flex Spending, HSA
• Excellent PTO
• Wellness day off and additional floating holiday
• Community service day off
• Housing discount
• $1,000/$1,500 contribution to Health Savings Account (HSA)
• 401k 4% match; historically 6% profit sharing, all immediately vested to you!

Job Type: Full-time 

Note: Palms is an Equal Opportunity Employer. Palms hires qualified job applicants following prior employment verification, reference-checking, and criminal and drug screenings.

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