• 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.
• Calculate corporate estimated payments, manage internal REIT compliance processes.
• Manage, research and resolve tax notices.
• Prepare tax forms for elections, dissolutions, and other required filings.
• Prepare annual taxable income estimates related to Management Team carried interest and equity interests.

Qualifications:

• Bachelor’s Degree in Accounting, CPA or advanced tax degree highly preferred.
• Prior Big 4 and / or Private Equity Experience in similar role, minimum of five years.
• Knowledge of tax compliance of Real Estate Investment Trusts is required.
• Experience with inbound investor tax structures for investing in US Real Estate is desired.
• Strong communication skills, and the ability to comfortably communicate up / down / across the organization is necessary.
• Team player, willing to promote the ability of the Finance Organization to be a value-added resource to Investment Teams, IR, and Legal groups.
• Self-motivated, strong organization skills, ability to manage priorities and multiple tasks simultaneously.