Tax Manager, Public Mortgage REIT Compliance

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 :

Desired Skills :