Tax Manager

Greenwich, CT

Job Description

  • Preparation and monitoring of income tax provisions and related GAAP disclosures 
  • Responsible for regular monitoring of REIT compliance, including estimating current taxable income, assisting with forecasting taxable income, tax characterization of dividends and the REIT income and asset tests.  
  • Assist with the automation and maintenance of ongoing REIT compliance reporting, in coordination with risk, compliance, tax, and public reporting groups 
  • Preparation of workpapers detailing book/tax adjustments for publicly traded REITs and private corporations to support the quarterly and annual REIT compliance tests, tax provisions and other tax requirements including (but not limited to) tax return preparation 
  • Data management for tax amortization calculations relating to mortgage-backed securities, mortgages, consumer loans, real estate-owned assets, ABS, and CLOs, including working with external tax advisors 
  • Assist in monitoring compliance with tax trading guidelines, and analyzing potential purchases for REIT qualification purposes, and identifying potential tax issues 
  • Prepare quarterly federal and state tax estimates  
  • Responsible for maintaining detailed tax calendar and coordinating the release of 1099s and K1s 
  • Responding to tax notices from federal and state tax authorities 
  • Researching federal and state tax issues and preparing summary memos 



  • Bachelor’s Degree in Accounting (Masters in Taxation a plus)  
  • 5-10 years of federal and state tax on fixed income funds, Mortgage REIT compliance experience a plus  
  • Advanced data management and spreadsheet skills required 
  • Proficiency with Microsoft Office products (required) and SQL (preferred) 



Private Credit


$175,000 - $200,000

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