REIT Tax Compliance Manager

Greenwich, CT



  • Preparation and monitoring of income tax provisions and related GAAP disclosures
  • Responsible for daily 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.
  • Assist with the automation and maintenance of daily REIT compliance reporting and coordinating 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 including (but not limited to) tax return preparation
  • Data management for tax amortization calculations relating to mortgage-backed securities, mortgages, loans, real estate assets, and other fixed income instruments including working with external tax advisors
  • Assist in monitoring compliance with tax trading guidelines and analyzing potential purchases for tax issues
  • Assist in monitoring company compliance with its exemption from the 1940 Act
  • Assist in monitoring FATCA compliance for all entities
  • Maintaining tax entity database and tax due date calendar
  • Assist in research to respond to investor tax questions
  • Responding to tax notices from federal and state tax authorities
  • Researching federal and state tax issues and prepare summary memos





  • 5-12 yrs federal, state, REIT Tax compliance exp
  • BS Accounting, Masters in Taxation a plus



Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 10/16/2018
Salary $110,000- $180,000 + Bonus

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