Recruitment scam alert|We never ask candidates for payment. How to verify a message from us

      Unico head of tax case study

      Case Study: Unico Properties – Head of Tax

      Company Background

      Unico Properties LLC, a subsidiary of Unico Investment Group LLC, is a premier real estate investment and operating firm managing approximately 17 million square feet of primarily office and multifamily properties across dynamic markets in the United States. Since 1996, Unico has sponsored over 55 investment vehicles, reflecting its longstanding commitment to innovation, strategic growth, and operational excellence.

      The Need

      Historically, Unico Properties had outsourced its tax function to a Big 4 public accounting firm. However, as the company’s portfolio expanded and tax challenges became increasingly complex, reliance on external advisors was no longer sufficient. Recognizing the need for a dedicated internal tax function, Unico Properties sought a Head of Tax to:

      • Transition tax management from an outsourced model to an in-house strategic function.
      • Navigate evolving tax regulations, manage cross-border transactions, and address operational challenges associated with a diverse real estate portfolio.
      • Drive proactive tax planning, compliance, and risk mitigation to support the company’s ambitious growth objectives.

      The Solution

      Cowen Partners Executive Search partnered closely with Unico Properties’ leadership to define the role and the ideal candidate profile. Leveraging our deep expertise in executive tax recruitment, we launched a nationwide search targeting senior tax professionals with:

      • Real Estate Tax Expertise – Proven experience managing tax functions for large real estate investment and operating firms.
      • Strategic & Operational Tax Oversight – A track record of developing and implementing effective tax governance, compliance, and risk mitigation strategies.
      • In-House Transition Leadership – Demonstrated ability to transition tax functions from an outsourced model to a robust internal department.
      • Competitive Industry Experience – Experience at a major competitor, which provided unique insights into market best practices; our focus was on a standout candidate from Bentall Kennedy.

      Outcome

      Cowen Partners Executive Search successfully identified and recruited a high-caliber Head of Tax with extensive real estate tax experience from Bentall Kennedy, a direct competitor with transferable skills. This strategic hire now leads Unico Properties’ newly established internal tax function, driving enhanced compliance, innovative tax strategy, and operational efficiency.

      The Impact

      By transitioning from an outsourced tax model to in-house leadership, Unico Properties has secured a transformative executive who:

      • Strengthens strategic oversight and tax planning across the company’s expansive portfolio.
      • Provides deep operational insights and industry best practices from direct competitor experience.
      • Supports the company’s long-term growth strategy by mitigating risk and ensuring regulatory compliance.

      About Cowen Partners Executive Search

      Cowen Partners Executive Search is the nation’s premier executive search firm, delivering top-tier talent to help organizations achieve their strategic objectives. We provide access to the top 1% of leaders across industries, specializing in C-Suite and board placements.

      With proven processes and guaranteed results, Cowen Partners Executive Search has successfully placed hundreds of executives in industries including manufacturing, technology, financial services, healthcare, and private equity. Contact us to learn how we can help you find world-class talent to drive your success.

      Contact us to speak with top agribusiness executive recruiters who can help you find world-class talent.

      Did You Like This Post? Share it :

      Schedule a Call.

      Fill out the email request form to learn more about our approach.