Tandym Group
Tax Manager, Public Mortgage REIT Compliance
Tandym Group, Old Greenwich, Connecticut, us, 06870
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 disclosuresRegularly monitoring of REIT compliance, including estimating current taxable income, assisting with forecasting taxable income, tax characterization of dividends and the REIT income and asset testsAssisting with the automation and maintenance of ongoing REIT compliance reporting, in coordination with risk, compliance, tax, and public reporting groupsPreparation 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 requirementsData management for tax amortization calculations relating to mortgage-backed securities, mortgages, consumer loans, real estate-owned assets, ABS, and CLOsAssisting in monitoring compliance with tax trading guidelines, and analyzing potential purchases for REIT qualification purposes, and identifying potential tax issuesPreparing quarterly federal and state tax estimatesMaintaining detailed tax calendar and coordinating the release of 1099s and K1sResponding to tax notices from federal and state tax authoritiesResearching federal and state tax issues and preparing summary memosPerform other duties, as neededQualifications:
5+ years of experience with Federal and State Tax on fixed income funds and/or Mortgage REIT'sBachelor's Degree in AccountingExtensive knowledge of Tax Accounting for Federal and State Income TaxesAdvanced data management and spreadsheet skillsMicrosoft Office proficientDesired Skills:
Master's Degree in TaxationMortgage REIT compliance experienceWorking knowledge of SQL
Responsibilities:
The Tax Manager will be responsible for:Preparation and monitoring of income tax provisions and related GAAP disclosuresRegularly monitoring of REIT compliance, including estimating current taxable income, assisting with forecasting taxable income, tax characterization of dividends and the REIT income and asset testsAssisting with the automation and maintenance of ongoing REIT compliance reporting, in coordination with risk, compliance, tax, and public reporting groupsPreparation 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 requirementsData management for tax amortization calculations relating to mortgage-backed securities, mortgages, consumer loans, real estate-owned assets, ABS, and CLOsAssisting in monitoring compliance with tax trading guidelines, and analyzing potential purchases for REIT qualification purposes, and identifying potential tax issuesPreparing quarterly federal and state tax estimatesMaintaining detailed tax calendar and coordinating the release of 1099s and K1sResponding to tax notices from federal and state tax authoritiesResearching federal and state tax issues and preparing summary memosPerform other duties, as neededQualifications:
5+ years of experience with Federal and State Tax on fixed income funds and/or Mortgage REIT'sBachelor's Degree in AccountingExtensive knowledge of Tax Accounting for Federal and State Income TaxesAdvanced data management and spreadsheet skillsMicrosoft Office proficientDesired Skills:
Master's Degree in TaxationMortgage REIT compliance experienceWorking knowledge of SQL