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Tax Planning Director

  • Compensation: $200,000.00 - $250,000.00 Per Year Plus Bonus
  • Location: New York, New York
  • Type: Perm
  • Job #20808

A vertically integrated real estate asset manager with $17 billion of assets under management is looking for a Tax Planning Director to join their team. The firm’s strategies include commercial, residential and mortgage-backed securities.

Position Summary:

The Tax Planning Director will work directly with the Tax, Finance and Business teams to execute transactions and minimize tax. The successful hire will be responsible for providing transaction support for deals specifically focused on the Real Estate and debt markets.

• 40% Tax structuring, transaction, and investment execution

• 40% Corporate planning (restructuring, investments, etc.)

• 10% Compliance

• 10% Tax Risk and other


• Assist with all aspects of fundraising and formation of private funds, including reviewing debt sheets, negotiating agreements, identifying tax risks, and impact of the transaction on taxable income.

• Working with tax, business and finance on all transactions

• Evaluating technical tax matters, ensuring compliance with tax regulations both in the US (Federal, State and Local, Sales and Use and property taxes)

• Prepare memoranda and documentation relating to proposed/executed transactions, or tax and business risks,

• Stay current with changing tax laws and evolving structures that may impact transactions and structures

• Liaise with and manage external law firms and accounting firms that provide advice on the transactions

• Supporting compliance team, including reviewing returns, estimated tax calculations, etc.,


• Tax Lawyer with 3-5  years tax experience at a law firm or 4-8 years at an accounting firm

• Strong technical knowledge; US tax rules including M&A tax, partnership tax, REITs, and real estate transaction structuring

• Solid understanding of investment tax issues

• Experience managing large complex transactions and assignments

• Strong project management skills and applies a pragmatic and efficient approach to handling complex assignments

• Excellent written and verbal communication skills, including the ability to describe complex tax concepts to various non-tax audiences in a clear and concise manner

• Ability to multi-task and work in a very fast-paced and team-oriented environment.

• Self-motivated and proactive with respect to managing workload and professional development.

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