Job Description
There are 17 million Americans who own rental property. You’d lose income and appreciation, trigger tax liabilities, kick out your tenants, have to fix up the house - the list goes on! Flock is here to help. Flock’s mission is to provide every retiring landlord with the most cost-efficient and seamless exit. Our first product is a tech-enabled 721 Exchange for Single Family Rental landlords. Owners contribute properties into our professionally managed Fund, in exchange for passive equity ownership. We’re now growing fast into the commercial and multifamily space and are looking for smart, entrepreneurial hustlers who want to help build something category-defining. We recently raised our Series B, led by Renegade Partners, and are also backed by other top tier investors, including Andreessen Horowitz, Primary Ventures, SUSA Ventures, 1Sharpe Ventures, and leaders from Invitation Homes and Opendoor. Tax isn't a back-office function at Flock — it's the product. How we structure that exchange, execute it cleanly, and explain it in plain English is the entire reason landlords trust us with wealth they've spent decades building. The Tax Director will report directly to the Chief Business Officer and serve as Flock's most senior internal tax voice. You'll be the day-to-day counterpart to our external tax advisors, the technical mind behind every K-1, a thought partner on every deal we close, and an external face of Flock for the broader real estate tax and advisor community. This role consolidates work that today sits across the CBO, Client Relations, Finance, and our external advisors into a single, professionalized, in-house tax practice. You'll define how Flock's tax expertise scales across client experience, investor relations, deal structuring, and product for years to come. Own the external tax advisor relationship and compliance calendar. Serve as the day-to-day counterpart to Flock’s tax advisors. Own K-1 production timelines end-to-end, review and approve every K-1 package before client release, manage corrections and reprints, and run state composite elections and withholding. Ensure tight consistency between tax returns and audited financials. Be the client tax experience. Own our tax support inbox and serve as the expert resource for all client and advisor tax inquiries. Conduct ad hoc "Flock Tax Reporting" calls with clients and their personal CPAs and attorneys. Drive tax policy and structuring. Evaluate tax positions with regular frequency and rigor (704(c) methods, cash-in characterization, debt allocation strategies) and present clear, well-reasoned recommendations to the CBO for final decision. Monitor legislative risk and brief leadership on the implications. Serve as the internal tax advisor on Flock acquisitions. Join calls with client attorneys, CPAs, and financial advisors. Prepare tax-related FAQs or bespoke analyses, sections of LOIs, contracts, and closing documents, when necessary. Sharpen Flock’s Tax Engine. Spearhead the enhancement and automation of Flock's tax data and internal capabilities. Utilize Flock’s Engineering team, AI, and existing tax data sets to generate value to the firm and clients, e.g. providing real time tax capital and debt allocation monitoring, projected Fund taxable income, after-tax cash flow modeling, etc. You're a technical tax expert and strategic thinker who sees Flock’s tax function as key to deepening our competitive moat — and who is hungry to be the one to grow it. Experience: JD or CPA with 8-12 years in partnership tax. Prior experience managing external advisors from the client side and with real estate partnership structures (UPREITs, operating partnerships, or DSTs) strongly preferred. Experience with real estate partnership structures — UPREITs, operating partnerships, or DSTs — strongly preferred. You understand these structures and their real-life implications. Exceptional Communication: Your written communication is sharp — your K-1 cover letters and client memos will be read by people making consequential financial decisions. you're comfortable being the named tax expert on a call with a prospective client’s attorney, a client's CPA, or a prospective advisor partner. Systems Thinker: You see how tax connects to client experience, engineering, finance, and deal execution, building processes that hold up at scale (not just this year’s tax season). You see the leverage AI gives a tax practitioner and are excited to be the one who builds it into Flock’s tax engine. You anticipate K-1 issues before they hit inboxes, flag policy questions before they become precedents. Integrity: Tax is a trust business. Annual salary of $185-225k, plus equity and benefits (medical/dental/vision insurance, 401k, and unlimited PTO).