Attorney in McLean, VA

In-House

McLean, VA

Attorney in McLean, VA

Non-practicing Attorney

Min 3 yrs required

No

Job Title: Tax Senior

Job Responsibilities:
As a Tax Senior within the Tax Analysis & Information Reporting for Debt Investments (TARDI) practice, the primary responsibilities involve managing client relationships, ensuring timely reporting of milestones and dependencies, and monitoring risks and issues for escalation. Key duties include:

- Overseeing asset-level diligence and analysis on debt investments.
- Preparing and/or reviewing taxable income calculations and reports related to debt investments.
- Communicating with clients, their servicers, and/or administrators, and leading client resources.
- Calculating and/or reviewing taxable income on debt investments, including OID, market discount, premium, gain/loss, and tax basis using proprietary 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.
- Performing tax research to address tax technical issues related to debt investment transactions.
- Training younger professionals on applicable technical issues.
- Developing requirements for TARDI system enhancements and conducting ongoing testing of system calculations, processes, and reporting.
- Supporting the 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:
- Bachelor’s degree in accounting, finance, MIS, or a related field.
- 3+ years of full-time professional experience.
- Demonstrated practical knowledge in fixed income financial products, income tax principles, debt instruments, and/or project management.
- One of the following active accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in State of Practice/Primary Office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Certifications such as Project Management Professional (PMP) or Chartered Financial Advisor (CFA).
- Ability to perform job responsibilities within a hybrid work model requiring US Tax professionals to co-locate in person 2 – 3 days per week.
- Ability to travel up to 25%, on average, based on work and client needs.

Preferred:
- Advanced degree in Accounting, Finance, LLM, or other applicable degree.
- Big 4 experience or equivalent.
- Data Analytics experience and solid technology skills.
- Proven problem-solving capabilities.
- Experience serving clients or working directly 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, a reasonable estimate of the compensation range for this role is $77,070 - $175,500. This range considers various factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. Participation in a discretionary annual incentive program may also be available, subject to the rules governing the program, with awards based on individual and organizational performance.

Additional Information:
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law.
- Qualified applicants with criminal histories will be considered for employment in accordance with applicable state and local laws, including various Fair Chance Hiring and Ban-the-Box ordinances.
- Company offers a broad range of benefits and professional development opportunities, fostering an inclusive culture that empowers individuals to contribute their unique perspectives and make a difference.