Job Description

VP Tax

Position Description:

• Tax compliance management: Work with Tax Director and other tax staff on compliance oversight of specific funds and separate accounts, including: 1) Detailed review of accounting firm prepared returns, workpapers and K-1s 2) Work with staff to maintain fund and separate account tax return compliance tracker, 3) Work with portfolio teams and compliance firms to manage tax return process for NY funds, 4) Ensure payments are made via check and epay/eftps, 5) Coordinate quarterly corporate, state non-resident withholding and FDAP/ECI withholding estimates 6) Gather K-1s and returns from joint venture partners 7) Manage investor documentation process, including W-8s, w-9s and QFPF certificates

• REIT compliance: 1) Coordinate and conduct first review of quarterly asset and annual income testing (teams and tax staff prepare schedules from system downloads, Tax Manager reviews and updates if needed based on analysis of REIT rules) 2) ownership of property service questionnaire process.

• Development and maintenance of tax website on teams for housing of all fund and separate account tax documentation.

• Assist in the tax oversight of the to be formed alternatives fund, including compliance and other structuring matters.

• Oversee compliance process for 40 Act REIT, mainly property service questionnaires and acquisition due diligence as well as helping with E&P calculations, salt and local taxes

• Management of federal and state tax notice responses in accordance with fund and separate account policy.

• Assist in the maintenance of FATCA and know your client documentation (Salesforce/ICIS). Provide support for ongoing FATCA compliance and processes.

• Assist Tax Director with structuring issues and prospective investor tax leakage modelling, as needed.

• Provide support for special tax initiatives, as needed (e.g. opco/propco transfer pricing study, intercompany debt transfer pricing, determination letter firm policy, state non-resident withholding policy, etc.)

• Audit support: 1) Preparation of tax provisions 2) Coordinate REIT testing and audit deliverables with audit firm 3) Preparation of FIN 48 memo

• Review annual REIT prohibited transaction memos for file prepared by staff.

Job Requirements:

• Minimum of 13 years tax experience, preferably within taxation department of Big 4 firm with life insurance clients

• CPA and Bachelor’s degree in finance, accounting or taxation.

• Real estate experience.

• Capable of managing own work load and tax related deadlines of the portfolio finance teams.

• Excellent verbal and written communication skills.

• Excellent analytical skills

• Ability to work independently and assist with the integration of tax protocol across firm and work with individuals at all levels within multiple business disciplines.

Qualifications

Life Insurance is a must- Big 4 ideal.

Additional Information

All your information will be kept confidential according to EEO guidelines.