Job Title: Tax Senior Manager - Tax Analysis & Debt Investments
Job Responsibilities:
As a Senior Manager in the Tax Analysis & Debt Investments group, the candidate will be responsible for managing relationships and ensuring timely reporting of milestone and dependency status. They will monitor risks and issues, escalate as necessary, and execute day-to-day management activities. The role involves overseeing asset-level diligence and analysis on debt investments, preparing and/or reviewing debt taxable income calculations, and preparing and/or reviewing debt taxable income reports. The candidate will communicate with clients, their servicers, and/or administrators and lead client resources. Specific responsibilities 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 professionals on the team, developing a plan to execute on the client engagement, and reviewing deliverables.
- Performing tax research to address tax technical issues that arise related to debt investment-related transactions; training younger professionals on the technical issues applicable in the business.
- Developing requirements for TARDI system enhancements and ongoing testing of TARDI 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:
- A Bachelor’s degree in accounting, finance, MIS, or a related field is required.
- 8+ years of full-time professional experience.
- 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 is required:
- 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 travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Preferred qualifications include an advanced degree in Accounting, Finance, LLM, or other applicable degrees, proven problem-solving capabilities, experience serving clients or directly working within the financial services industry, solid experience in financial system design and implementation, and a 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 considered in making compensation decisions, including but not limited to skill sets, experience and training, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current range is $152,530 to $347,230. Additionally, the candidate may 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 individual and organizational performance.
