Manager Tax Analysis And Debt Investments

Profile

Manager, Tax Analysis And Debt Investments
Duties: The candidate will be managing relationships, ensuring timely reporting of milestone and dependency status, monitoring risks and issues to escalate, and executing day-to-day management activities. Overseeing asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, the servicers and/or administrators, and leading client resources. Specific responsibilities of the PSG - TARDI team include: calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain/loss, tax basis, and other items using the Firm’s proprietary TARDI software and tools. Leveraging proprietary software, third-party data providers, and credit agreements to research asset-level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools. Leading client engagements: responsible for communicating with clients, managing and supporting professionals on the team, developing a game plan to execute on the client engagement, and reviewing deliverables. Performing tax research to address tax technical issues that arise related to debt investment-related transactions. Train younger professionals on the technical issues that are applicable in the business. Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting. Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. Working within a team and supporting and mentoring junior staff.

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