Compliance & Reporting Manager
CFS · Greenwich, CT · 1 mo ago
AnalystFull-time
Salary: $130-150k + Bonus
Why This Opportunity Stands Out
- Join one of the most recognized and successful global real estate investment firms.
- Gain exposure to complex private equity fund structures, REITs, and large-scale investment vehicles.
- Play a highly visible role partnering with senior tax leadership, accounting teams, investor relations, and external advisors.
- Work across a diverse portfolio spanning real estate, hospitality, industrial, residential, and other asset classes.
- Lead meaningful tax compliance and reporting initiatives with significant ownership and autonomy.
- Expand your expertise in REIT compliance, transfer pricing, partnership taxation, and international reporting.
- Collaborate with experienced tax professionals in a sophisticated investment management environment.
- Build leadership experience by managing critical processes, external service providers, and cross-functional projects.
- Join a firm with a strong track record of growth, innovation, and long-term investment success.
Responsibilities
- Oversee and manage U.S. tax compliance processes, including investor K-1 reporting and tax return reviews.
- Coordinate information gathering and reporting with accounting teams, joint ventures, and external tax advisors.
- Manage federal and state tax notices, registrations, and compliance tracking systems.
- Support audit and year-end reporting requirements, including ASC 740 and FIN 48 analyses.
- Lead ongoing REIT compliance activities, testing, elections, and due diligence processes.
- Manage transfer pricing analyses and assist with special tax projects and initiatives.
Requirements
- 5+ years of tax experience, ideally including public accounting exposure.
- CPA or CPA candidate preferred.
- Experience with private equity fund structures and partnership tax reporting.
- Background managing complex tax compliance engagements and reviewing federal/state tax filings.