Tax Manager, Public Mortgage REIT Compliance Specialist

12 hours ago


Old Greenwich, Connecticut, United States Tandym Group Full time
Tax Manager, Public Mortgage REIT Compliance

A leading professional services firm in Connecticut is seeking an experienced Tax Manager to join their team. The ideal candidate will have a strong background in tax accounting and compliance for public mortgage REITs.

Responsibilities:
  • Prepare and monitor income tax provisions and related GAAP disclosures.
  • Regularly monitor REIT compliance, including estimating current taxable income and assisting with forecasting taxable income.
  • Assist with the automation and maintenance of ongoing REIT compliance reporting, in coordination with risk, compliance, tax, and public reporting groups.
  • Prepare 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.
  • Manage data for tax amortization calculations relating to mortgage-backed securities, mortgages, consumer loans, real estate-owned assets, ABS, and CLOs.
  • Assist in monitoring compliance with tax trading guidelines and analyzing potential purchases for REIT qualification purposes.
  • Prepare quarterly federal and state tax estimates.
  • Maintain a detailed tax calendar and coordinate the release of 1099s and K1s.
  • Respond to tax notices from federal and state tax authorities.
  • Research federal and state tax issues and prepare summary memos.
Qualifications:
  • 5+ years of experience with Federal and State Tax on fixed income funds and/or Mortgage REITs.
  • Bachelor's Degree in Accounting.
  • Extensive knowledge of Tax Accounting for Federal and State Income Taxes.
  • Advanced data management and spreadsheet skills.
  • Microsoft Office proficiency.
Desired Skills:
  • Master's Degree in Taxation.
  • Mortgage REIT compliance experience.
  • Working knowledge of SQL.

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