Senior Tax Analysis And Debt Investments

Profile

Senior, Tax Analysis And Debt Investments

Duties: Responsible for 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, their services and/or administrators and coordinating staff level client resources. Calculating taxable income on debt investments including OID, market discount, premium, gain/loss, tax basis, and other items using 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. Working with monthly client-provided trading data to review, transform, process, and reconcile tax-specific transactional data within the TARDI software. Performing tax research to address tax technical issues that arise related to debt investment-related transactions. 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.

Additional Information

Requisition code: 33944

Company info

Deloitte LLP
1750 Tysons Blvd.
Mc Lean
Virginia
United States 22102-4219
Website : http://www.deloitte.com