Senior Director & Head of Tax, Fundrise
$190-230k
+ Significant equity via our employee stock grant program
Real estate investment platform
Be an early applicant
Real estate investment platform
201-500 employees
Be an early applicant
$190-230k
+ Significant equity via our employee stock grant program
201-500 employees
Company mission
To build a better financial system by empowering the individual.
Role
Who you are
- 10+ years of tax experience, with genuine technical depth in REIT taxation. This experience is the requirement, not a preference — it is where the hardest judgment calls sit. Partnership, TRS, RIC/’40 Act, and Qualified Opportunity Fund exposure is valuable; we will take the confidence to get current quickly over prior reps
- Experience defending positions — to auditors, to a regulator, or in an examination — and the documentation discipline that makes that possible
- Direct experience delivering through outside advisors, offshore delivery centers, or fund administrators, including reviewing that work critically rather than accepting it
- A track record of making calls. We are looking for someone who forms a view, states it plainly, and owns the outcome. Routing every question to an outside advisor is not the job
- Demonstrated ability to drive outcomes through Finance, Legal, Real Estate, Venture, and Engineering partners without direct authority over them
- Fluency translating complex tax matters for non-tax audiences, including executives, auditors, the board, and investors
- Comfort in a small, fast-moving, largely remote organization where the answer is frequently not written down anywhere yet
- CPA, JD/LLM, or equivalent designation preferred. Bachelor’s degree in accounting, finance, or a related field, or equivalent experience
- A firm believer in Fundrise’s social mission
What the job involves
- Fundrise is rebuilding its tax function around a small, senior in-house team supported by a deliberate mix of external capacity. We are looking for the person who will own that function outright
- Reporting to the CFO and serving on the finance leadership team, you will own the tax positions across a complex fund platform — REITs, RICs, TRSs, C corporations, partnerships, and a Qualified Opportunity Fund — spanning real estate, private credit, and venture strategies
- You will collaborate with the existing VP and the CFO on what stays in-house and what goes to outside advisors, offshore or onshore providers, or our fund administrator, and you will be accountable for the quality of all of it
- This is a build role. The team today is small, the operating model is intended to evolve, and the work is judgment-heavy from day one
- The positions and the risk. This is the center of the job. You will own the technical tax positions Fundrise takes — principally in the REITs and the RICs — and the risk that comes with them. Take a position, document the reasoning to an audit-defensible standard, size the exposure so the CFO, portfolio management, and executive team can weigh it, and stand behind it. Escalate what genuinely warrants an outside opinion and decide the rest yourself
- The delivery model. Design and run the split between in-house work and external capacity. Scope engagements, negotiate fees, set service levels, own the tax vendor budget, and build the review controls that let you sign off on work you did not personally perform
- Compliance across the platform. REIT and RIC qualification — asset and income testing, prohibited transaction analysis, earnings and profits, distribution requirements. Federal and state filings across Forms 1120-REIT, 1120-RIC, 1120, and 1065, including filing calendars, extension strategy, and nexus determinations. ASC 740 provisions delivered on the SEC reporting calendar
- Investor tax reporting. Investor 1099s are calculated by software we built; the team validates and posts. Own the review controls around that process and the review of externally prepared K-1s, and partner with Investor Relations on investor-facing tax content and questions
- Transactions and structuring. Work with the real estate and venture teams on acquisition and disposition structures and review transaction documents. Build the relationships internally so you’re in the room while terms are being set, not consulted after
- Resilience of the function. Document positions, methodologies, and recurring processes so that critical judgment and institutional knowledge are not concentrated in any one person. Automate where it removes real manual effort, including AI-enabled workflow
- The team. Develop and hold a small group of senior in-house professionals to a high standard — and manage external partners with the same rigor
Our take
Traditionally, investing in real estate has only been available to a few, with high net worth requirements followed by a complex process, hidden fees, and middlemen. Fundrise is the largest direct-to-investor real estate platform in the US, making institutional-quality real estate investments available to individual investors of every size.
The company is also expanding beyond its core of real estate investments and into the venture capital market. Its “Innovation Fund”, launched in 2022, aims to make venture capital investing as accessible to small investors as it has with real estate. By democratizing access to investments in top private technology firms, Fundrise has the potential to completely transform the entire private market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-5% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Sep 2014
$7m
SERIES A
Aug 2014
$1m
EARLY VC
Total funding: $41m
Company benefits
- Great medical, dental, and vision insurance with coverage of 100% of employee premiums and 50% of dependent premiums
- Flexible Spending Accounts for medical expenses, dependent care, and parking
- 401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
- Fully covered life insurance and short-term disability
- Significant equity via our employee stock grant program
- Company-paid access to WeWork
- Gympass benefit including mental health resources
- Udemy license for on-demand continuous learning content
- Quarterly Book Initiative to select two books from a curated list related to a different topic each quarter
- Flexible PTO
- Employee Assistance Program
- Paid parental leave
Company HQ
Dupont Circle, Washington, DC
Leadership
Benjamin Miller
(Co-Founder & CEO)Co-founder of Popularise. Former Managing Partner at WestMill Capital, President at Western Development.
Brandon Jenkins
(Co-Founder & COO)Co-founder and Head of Product Development at Popularise. Former Director of Real Estate at WestMill Capital.
Kenny Shin
(CTO)Former Principal Technical Consultant at NP Completed. Previously Senior Consultant at Booz Allen Hamilton, and was a Consultant at American Management Systems.
Share this job
View 1 more job at Fundrise