Tax Manager
Responsibilities
- Ensure timely filing of US income tax returns (corporate and partnership) for the private funds; including interaction with external advisors to co-ordinate collection of information and review the work/tax return prepared by the external advisor/tax return preparer
- Manage K-1 and K-3 tax reporting process for the Funds
- Manage investor tax questions and responses
- Work with external advisors in gathering information quarterly and annually for REIT testing, including review of the external advisors’ work
- Manage US tax withholding on cash distributions
- Ensure appropriate transfer pricing documentation is in place
- Manage US tax provision process for the Funds
- Oversee any federal and state tax audits of US entities, including handling of notices received from taxing authorities
- Oversee tax form validation for new investors
- Oversee tax functions and operations of certain portfolio company operations
- Manage the compilation of deal closing binders
- Prepare ad-hoc tax analyses in relation to acquisitions, dispositions, and restructuring
- Research technical tax and accounting issues and disclosure matters
- Keep informed of changing laws and regulations to apply to Brookfield policies and practices
- Identify, develop, and direct the implementation of technology tools and process improvements to reduce low-value data collection time and efforts, and increase resource focus on analysis of results and variances
Requirements
- Qualified CPA with 5-7 years of real estate tax experience
- Experience at a Big 4 or mid-tier public accounting firm
- Experience in private/industry is highly preferred
- Technical knowledge of US real estate, REIT, corporate tax, and partnership tax rules
- Knowledge of outbound tax compliance and experience with international tax research
- Experience managing large tax compliance processes and assignments
- Basic understanding of cross-border tax issues and US treaty analysis
- Ability to multi-task and work in a very fast-paced and team-oriented environment, and
- Excellent project management skills and applies a pragmatic and efficient approach to handling complex assignments
The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.
