Tax Manager, Public Mortgage REIT Compliance

Responsibilities

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The Tax Manager will be responsible for:

• Preparation and monitoring of income tax provisions and related GAAP disclosures
• Regularly monitoring of REIT compliance, including estimating current taxable income, assisting with forecasting taxable income, tax characterization of dividends and the REIT income and asset tests
• Assisting with the automation and maintenance of ongoing REIT compliance reporting, in coordination with risk, compliance, tax, and public reporting groups
• Preparation of workpapers detailing book/tax adjustments for publicly traded REITs and private corporations to support the quarterly and annual REIT compliance tests, tax provisions and other tax requirements
• Data management for tax amortization calculations relating to mortgage-backed securities, mortgages, consumer loans, real estate-owned assets, ABS, and CLOs
• Assisting in monitoring compliance with tax trading guidelines, and analyzing potential purchases for REIT qualification purposes, and identifying potential tax issues
• Preparing quarterly federal and state tax estimates
• Maintaining detailed tax calendar and coordinating the release of 1099s and K1s
• Responding to tax notices from federal and state tax authorities
• Researching federal and state tax issues and preparing summary memos
• Perform other duties, as needed

Qualifications:

• 5+ years of experience with Federal and State Tax on fixed income funds and/or Mortgage REIT's
• Bachelor’s Degree in Accounting
• Extensive knowledge of Tax Accounting for Federal and State Income Taxes
• Advanced data management and spreadsheet skills
• Microsoft Office proficient

Desired Skills:

• Master's Degree in Taxation
• Mortgage REIT compliance experience
• Working knowledge of SQL