This is a Manager, New Investments Analysis position within the Tax Department primary responsible for evaluating and documenting the appropriate Tax treatment of the new investments, identifying tax risks/costs and reviewing applicable legal documents. This position will also be responsible for understanding and documenting GAAP and STAT treatments as part of initial investment evaluation.
- Provide tax technical analysis to the Tax Director on specific new investments that will support the company's evaluation of the investment.
- Responsible for quantifying and identifying tax risks/costs related to new investments
- Prepare tax research memos documenting the tax conclusions, including documenting understanding of GAAP and STAT basis treatment.
- Collaborate with Director of Investment Taxation and other functional areas (e.g. - Investment Accounting, Middle Office and SSKC/PAM/Clearwater) to perform operational onboarding of all new investments
- Analyze and interpret new accounting pronouncements for purposes of determining their impact on tax reporting.
- Responsible for reviewing legal documents related to the new investments to provide understanding of the nature of the investment and identify any tax issues that need to be addressed.
- Review Partnerships and DRE related tax adjustments for tax provision, tax compliance and business plan projections, ensure documentation is properly maintained.