What are the responsibilities and job description for the Tax Manager, Public Mortgage REIT Compliance position at Tandym Group?
A professional services firm in Connecticut is currently seeking an experienced Tax professional to join their staff as their new Tax Manager.
Responsibilities :
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
