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Tax Manager, Public Mortgage REIT Compliance Specialist

2 months ago

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

A leading professional services firm in Connecticut is seeking an experienced Tax professional to join their team as a Tax Manager, Public Mortgage REIT Compliance Specialist.

Key Responsibilities:
  • Preparation and monitoring of income tax provisions and related GAAP disclosures, ensuring compliance with regulatory requirements.
  • Regular 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, ensuring timely and accurate submissions.
  • Maintaining detailed tax calendars and coordinating the release of tax-related documents.
  • Responding to tax notices from tax authorities, resolving any discrepancies or issues.
  • Researching tax issues and preparing summary memos, providing expert advice to stakeholders.
  • Performing other duties as needed to support the team and drive business growth.
Requirements:
  • 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.
  • Proficiency in Microsoft Office.
Desired Skills:
  • Master's Degree in Taxation.
  • Mortgage REIT compliance experience.
  • Working knowledge of SQL.