Director of Finance (Private Equity / Real Estate)

Lead fund and property finance operations for Duke Capital Ventures, reporting to the Managing Principal and owning monthly close, tax compliance, lender/investor reporting, and portfolio analytics.

Responsibilities

• Own the monthly close and financial statements across all properties and legal entities, including reconciliations, intercompany accounting, and internal controls
• Design and implement tax strategies to minimize risk, maintain regulatory compliance, and improve process efficiency across the company and its entities
• Coordinate the Managing Principal’s personal and business tax planning with outside tax advisors; act as a primary internal resource for tax, accounting, and financial topics
• Structure and time capital contributions, distributions, acquisitions, and dispositions to support tax efficiency
• Manage tax treatment of equity investment income in conjunction with real estate holdings
• Provide quarterly tax projections and proactive recommendations for planning
• Prepare lender reporting, monitor loan covenants, and manage reserve draw requests
• Administer distributions, waterfalls, capital accounts, and K-1s for investors and partners
• Prepare property budgets, CAM reconciliations, and variance reporting
• Support acquisitions, dispositions, and refinancings with diligence and closing accounting

Requirements

• Bachelor’s degree in Accounting or Finance
• 7+ years of progressive accounting, tax, or finance experience, including real estate or fund accounting
• CPA license or actively pursuing a CPA
• Deep familiarity with pass-through entity taxation (LLCs, partnerships, S-corps) and multi-entity tax coordination
• Experience with real estate tax planning strategies and investment income tax planning
• Experience with partnership/fund accounting, distribution waterfalls, and lender reporting
• Proficiency with Yardi Voyager/8, Excel, and QuickBooks
• Strong knowledge of GAAP, including ASC 842 lease accounting, plus financial reporting, general ledger management, reconciliations, budgeting, and forecasting
• Resourceful, articulate, and solution-oriented; able to work independently and collaboratively while improving tax and financial processes for operational efficiency
• Ability to interface confidently with strategic partners including legal and tax professionals, investors, banks, lenders, and other third parties

Technologies

• Yardi Voyager/8
• Excel
• QuickBooks
• GAAP
• ASC 842

Compensation and Location

• Location: Mountain View, CA (onsite, office-based; not remote)
• Salary: USD $110,000 - $150,000 per year
• DCV operates a pay-for-performance compensation philosophy; total compensation may vary based on performance and prior experience
• Eligible for discretionary bonus(es)

Encouraged (What Helps)

• Experience working directly for a real estate investment or asset management firm (rather than only public accounting)
• Master’s degree in Taxation or Accounting
• Concentration in tax accounting
• Advanced Yardi expertise
• Real estate fund audit experience
• Experience with industrial / multifamily asset management