Coda Search│Staffing
Senior Tax Analyst - High Growth Investment Firm (Publicly-Traded)
Coda Search│Staffing, New York, New York, us, 10261
Senior Tax Analyst - High Growth Investment Firm (Publicly-Traded)
Our client, a publicly-traded investment management firm, is seeking a Senior Tax Analyst to join their growing team in New York, NY. This newly created role will be the fourth member of a high-performing tax team, overseeing compliance, provisional, investor reporting, and due diligence.
Base pay range: $120,000.00/yr - $130,000.00/yr. Additional compensation includes annual bonus and profit sharing.
Preparing ASC 740 tax provision workpapers, accruals, and related disclosures and maintaining supporting documentation
Assisting with REIT diligence for contemplated acquisitions and capital markets activities
Preparing tax amortization or accretion calculations for premium or discount on debt instruments held by the company or its Private Funds, reviewing and analyzing cash flows, assumptions and underlying documents from a federal income tax perspective
Maintaining the company’s portfolio on a tax basis in the accounting systems, coordinating across teams for new deals and participating in the development, implementation and testing of new systems and automating processes and reports
Collaborating with team members and external providers to manage day-to-day tax compliance, preparing workpapers for third‑party preparers, reviewing returns, estimates, and extensions for the REIT, subsidiaries and private funds, and responding to inquiries, notices and audits from the IRS and other authorities
Researching issues and drafting memos documenting the application of relevant tax law
Working closely with tax and accounting teams to prepare taxable income calculations, disclosures, REIT and 40 Act testing, and E&P analysis for monthly and quarterly reporting, compliance and forecasting
Assisting with tax‑related investor reporting for the Private Funds, including tax allocations, Schedule K-1s, withholding, and disclosures
Qualifications:
3‑5+ years of Tax experience at a big four firm or a large public accounting firm
Knowledge of partnership tax, corporate tax, and foreign compliance
Bachelor’s in Accounting, CPA preferred
Skilled in K1/K3 reporting, fund structures, and ASC 740
Employment Information:
Full‑time, Mid‑Senior level, Accounting/Auditing, Real Estate, Financial Services, and Investment Management.
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Base pay range: $120,000.00/yr - $130,000.00/yr. Additional compensation includes annual bonus and profit sharing.
Preparing ASC 740 tax provision workpapers, accruals, and related disclosures and maintaining supporting documentation
Assisting with REIT diligence for contemplated acquisitions and capital markets activities
Preparing tax amortization or accretion calculations for premium or discount on debt instruments held by the company or its Private Funds, reviewing and analyzing cash flows, assumptions and underlying documents from a federal income tax perspective
Maintaining the company’s portfolio on a tax basis in the accounting systems, coordinating across teams for new deals and participating in the development, implementation and testing of new systems and automating processes and reports
Collaborating with team members and external providers to manage day-to-day tax compliance, preparing workpapers for third‑party preparers, reviewing returns, estimates, and extensions for the REIT, subsidiaries and private funds, and responding to inquiries, notices and audits from the IRS and other authorities
Researching issues and drafting memos documenting the application of relevant tax law
Working closely with tax and accounting teams to prepare taxable income calculations, disclosures, REIT and 40 Act testing, and E&P analysis for monthly and quarterly reporting, compliance and forecasting
Assisting with tax‑related investor reporting for the Private Funds, including tax allocations, Schedule K-1s, withholding, and disclosures
Qualifications:
3‑5+ years of Tax experience at a big four firm or a large public accounting firm
Knowledge of partnership tax, corporate tax, and foreign compliance
Bachelor’s in Accounting, CPA preferred
Skilled in K1/K3 reporting, fund structures, and ASC 740
Employment Information:
Full‑time, Mid‑Senior level, Accounting/Auditing, Real Estate, Financial Services, and Investment Management.
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