Compensation:
$120,000 - $160,000 Per Year Plus Bonus
Location:New York, New York
Type:Perm
Job#21516
A global asset management firm is seeking an experienced tax professional with a focus on Real Estate investing (REITs), Private Equity Funds, Residential Mortgages, and Real Estate Secondaries to lead the tax department through a series of RE Private Equity Funds focused on making entity level investments in real estate operating companies, and holdings interests in Real Estate focused investment managers.
Responsibilities:
Managing tax compliance process outsourced to a Big 4 accounting firm, including review of federal, state, and foreign tax reporting, assistance supporting book – tax differences, reviewing K-1 allocations and disclosures for accuracy and completeness.
Work closely with CFO, Investment Teams, Legal and IR Teams related to Fund structuring, including tax modeling, AIV structures for foreign investors, and creation of marketing documentation.
Participate in the deal due diligence process, including reviewing deal structure, calculating purchase price allocations, and consulting with Investment Teams and Deal Counsel on various tax matters.
Advise Investment Teams on tax impact of various transactions, restructurings, and Portfolio Company activities.
Support Fund Controllers related to financial reporting in tax sensitive structures, including leveraged corporate blockers, REITs, and foreign investor structures.
Communicate with Portfolio Company management and their tax advisors related to tax positions and Fund reporting.
Communicate directly with both prospective and existing investors to provide tax reporting, respond to queries, and market new products.
Oversee quarterly REIT compliance engagement for private REITs.
Draw upon the resources, both internally and externally with tax advisors, to develop and document tax guidelines, policies, and positions.
Research and document technical tax issues on an ad hoc basis.