Job Title: Tax Manager - Tax Analysis & Debt Investments
Job Responsibilities:
As a Tax Manager within the Tax Analysis & Debt Investments group, you will be tasked with managing relationships and ensuring timely reporting of milestone and dependency status. Your responsibilities will include monitoring risks and issues to escalate and executing day-to-day management activities. You will oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, and preparation and/or review of debt taxable income reports. An essential part of the role is communicating with clients, their servicers, and/or administrators, and leading client resources. Specific duties include:
- Calculating and/or reviewing taxable income on debt investments, including OID, market discount, premium, gain/loss, tax basis, and other items using proprietary TARDI software and tools.
- Leveraging proprietary software, third-party data providers, and credit agreements to research asset-level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools.
- Leading client engagements by communicating with clients, managing and supporting team professionals, developing a game plan to execute on the client engagement, and reviewing deliverables.
- Performing tax research to address tax technical issues related to debt investment transactions and training younger professionals on applicable technical issues.
- Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting.
- Supporting pursuit of new client opportunities through the review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings.
- Working within a team and supporting and mentoring junior staff.
Education and Experience Information:
Required:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 – 3 days per week.
- 5+ years of full-time professional experience.
- Bachelor’s degree in accounting, finance, MIS, or related field.
- Practical knowledge in fixed income financial products, income tax principles, debt instruments, and/or project management.
- Big 4 experience or equivalent.
- Data Analytics experience and solid technology skills.
- One of the following active accreditations obtained:
- Licensed CPA in State of Practice/Primary Office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Certifications:
- Project Management Professional (PMP)
- Chartered Financial Advisor (CFA)
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
Preferred:
- Advanced degree in Accounting, Finance, LLM, or other applicable degree.
- Proven problem-solving capabilities.
- Experience serving clients or directly working within the financial services industry.
- Solid experience in financial system design and implementation.
- Background in financial portfolio review, regulatory reporting, and bond administration.
Salary Information:
For individuals assigned and/or hired to work in New York City, the company is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York City and takes into account the wide range of factors that are considered in making compensation decisions, including but not limited to skill sets, experience, training, licensure, and certifications, and other business and organizational needs. A reasonable estimate of the current range is $103,320 to $235,170. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
