FEDERAL TAX MANAGER/SENIOR MANAGER

Responsibilities:

The Tax Manager/Senior Manager is responsible for the delivery of a full range of tax services for high net worth clients.

Responsibilities include interacting closely with clients to provide tax planning, consulting, and compliance expertise; providing primary and secondary review of complex high net worth tax returns; developing and managing staff; working closely with partners and staff on client management, practice development, and business development activities. 

Essential Duties and Responsibilities:

• Manage plan, execute, direct, and complete; tax projects for multiple client engagements in a wide variety industries; provide tax planning, consulting, and compliance expertise to clients and manage to budget. 
• Manage, develop, train, and mentor staff on tax projects.
• Conduct primary and secondary review of complex individual income tax returns.
• Maintain active communication with clients to manage expectations, ensure satisfaction, and make sure deadlines are met.
• Consult, work with, and service client to make planning recommendations as a key advisor to client.

Qualifications:

• Bachelor's degree in Accounting. 
• CPA, Masters in Taxation, LLM in Taxation, or JD.
• Eight years of progressive federal tax consulting and/or compliance experience in public accounting
• Experience in Individual returns
• Ability to research complex tax issues.
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships.
• Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
• Computer expertise including knowledge of tax software, research and technology.
• Ability to review partnership and corporate returns a plus.
• Knowledge of taxation of foreign individuals a plus
   

  Position:	Data Analyst
  Legal entity:
  Business Area / Corporate Segment:	Credit Operations
  Reporting line (function not name):	Strategic Data Manager
  Location:	New York
  Key task-related responsibilities:	Gather, enter and scrub loan, capital stack, property, valuation, cash collateral, equity LCs, and hedging data required for Basel II. Export Basel data into xml format to perform monthly LGD batch runs for the portfolio. Gather data from borrower financial statements and loan covenant tracking for risk reporting for review by Data Manager. Import and maintain internal systems for all collateral and valuation data for 650+ properties and 13,000+ tenants. This includes transferring of property data from underwriting spreadsheets and exporting tenant data from Argus or transferring data from an excel rent rolls into internal systems.  In addition, an assignment of a parent company name for each tenant is performed to ensure a consistent naming convention when consolidating exposure across the portfolio. Communicate with Risk Management & Control in Germany to ensure PD and LGD results are received and resolve any data issues that arise in the process. Provide Workout and CRM with exposure, loss given default, and expected loss information needed on credit application, annual reviews, and amendments and waivers. Review and extract data from credit applications / annual reviews, underwriting spreadsheets, IRR Tool, final loan documents, loan disbursement statements, compliance sheet, and hedge agreements as part of the loan boarding process into REDS. Prepare condo sales data and identify data or deal issues to be resolved with Asset Managers prior to review by Data Manager. Query data via REDS-RO database to extract data needed for ad hoc reporting. Initiate data changes in REDS via amendments to the Ops Memo with appropriate backup. Take on projects requiring excel programming to solve day to day issues experienced by other departments such as creating macros and formulae into condo and construction master sheets. Support and backup Asset Services and Construction Services. Carry out special assignments.
  Leadership responsibilities (if any):	N/A
  Key interfaces:	Interfaces with Workout and Credit Risk Management, in addition to Credit Operations.
  Requirements: Education: Bachelor in Finance, Computer Science or Information SystemsLevel of expertise/experience: ·         Demonstrate flexible computer savvies in dealing with excel and database software. ·         Effective team player providing support as required.·         Working knowledge of commercial real estate practices.Knowledge of systems: Advanced MS Access, Excel and Powerpoint, REDS, REDS-RO, Argus, MapForce, MapPoint, BII Database, and DataCheck Plus.Languages: EnglishPersonal and business skills: Good organizational skills, reliable and time-effective. Capable of effectively prioritizing tasks.
  Candidate shall perform services to include, but not limited to, those services more fully described above and anything else in such supervisory and general administrative capacities that is reasonably requested by his / her supervisor or any other officer of the Company. The functional job title may be changed, the Candidate may be reassigned to new or different responsibilities or entity (to the fullest extent provided by law), and the foregoing duties may be revised, supplemented, or replaced at any time, in the sole discretion of the Company. If any of the foregoing occurs, Candidate may be required to obtain necessary federal, state or local licenses (e.g., Series 7).

  Internal Audit/SOX Manager Senior Manager/Transfer Pricing Manager

  This individual will be responsible for planning, staffing, and executing Internal Audit and/or Sarbanes-Oxley Section 404 (Sox 404) projects, as well as support demand creation sales and proposal development. This individual will manage direct client project relationships and ensure high-quality delivery within the project confines of budget. This person will provide oversight and quality assurance of various project deliverables, technical work, and oversee project leaders and teams. This person will work directly with clients to communicate business and technical aspects of the work being performed. This person will set performance expectations for all members of the project team and provide constructive performance feedback on a regular basis. This person will be responsible for overall engagement economics of the projects, including budget status tracking, billing, and collection follow-up. 

  • Bachelors Degree is required.
  • Major in Accountancy.
  • Certified Internal Auditor (CIA), Certified Public Accountant (CPA), or other related accounting professional certification is required.
  • Minimum of 6 years of business experience in the areas of internal audit, internal controls assessment, and/or Sox 404 evaluation and testing.
  • Prior experience in leading internal audit and/or Sox 404 projects within consulting or professional services, or at leading industry public companies.
  • Prior work experience is required with managing and supervising senior and junior level staff resources in the areas of internal audit or Sox 404.
  • This person should have held a leadership role in their previous work experience.
  • Willingness to travel.
  • Demonstrated experience with:
    • Internal controls assessment
    • Risk assessment
    • Internal audit planning and execution
    • Written and verbal communication of results to stakeholders of projects
    • Internal control design and effectiveness understanding
    • Business process flow
    • GAAP financial accounting and SEC Reporting
    • Sales and proposal development skills

  Additional Skills Desired:

  With at least 50% of their background with an insurance company and/or serving insurance industry clients

  
  
  

  •  SENIOR TAX MANAGER 180K