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Deloitte Tax LLP seeks a Tax Senior (National Federal Tax Services - Partnership Solutions Group) in New York, NY.
Work You'll Do As Tax Senior in the Partnership Solutions - Tax Analysis and Information Reporting for Debt (TARDI) group, will be responsible for supporting holders of debt investments including financial institutions, hedge funds, private equity firms, insurance companies, and real estate investment trusts manage all aspects of tax information reporting, tax compliance, and tax planning for their debt portfolios. Responsibilities include: working with client personnel to develop processes to gather, verify, transmit, and store debt portfolio data; utilizing software tools to confirm and verify client provided bond and trading data for accuracy and completeness; calculating tax amounts of original issue discount (OID), market discount, premium, taxable gain, basis, and other items; utilizing tax research tools including Lexis/Nexus, Thompson Reuters, Tax Notes, BNA, and CCH to develop and confirm positions on areas including interest nonaccrual, cost recovery, and bad debts; developing tax project and data management tools using VBA, C++, Access, and SQL; coordinating teams organized to provide our clients with workable solutions to their tax accounting and information reporting needs; contributing to practice optimization, eminence, and people development; and supporting pursuit of new client opportunities among holders of loan, bond, MBS, and ABS securities. #LI-DNI Requirements
Bachelor's degree (or higher) in Accounting, Business Administration, Finance, Information Systems, or related field (willing to accept foreign education equivalent).
Eighteen months of experience supporting holders of debt investments and all aspects of tax information reporting, tax compliance, and tax planning for their portfolios.
Experience must include eighteen months of:
Participating in discussions with client professionals and outside service providers to develop processes to gather, verify, transmit, and store: issue information, security master data, holdings reports, realized gain schedules, and trade data related to client debt portfolios;
Utilizing research tools including Intex, S&P Capital IQ, Bloomberg, SNL Knowledge Center, FINRA, and Moody's to confirm and verify debt issue information including issue price, adjusted issue price, issue date, coupon rate maturity date, prepayment speed, call/put schedules, and payment-in-kind features;
Applying debt calculation tools including MS Excel to compute original issue discount (OID), acquisition premium, market discount, bond premium, and taxable gain and loss from debt dispositions including maturity, sale, corporation actions, and payoff;
Analyzing significant debt modifications including changes in yield, principal forgiveness, deferral of payments, changes from recourse to nonrecourse, and substitution of collateral or borrowers;
Utilizing tax research tools including Lexis/Nexus, Thompson Reuters, Tax Notes, BNA, and CCH to develop and confirm debt tax positions on areas including interest nonaccrual, cost recovery, and bad debts;
Developing tax project and data management tools using VBA, C++, Access, and SQL;
Mentoring and coaching client-service staff members to generate deliverables including taxable income and tax basis reports, including internal staff hours for professionals working locally and remotely;
Coordinating review notes from internal managers and client, and applying changes to deliverables and processes as necessary;
Assisting engagement managers to answer client questions, set deliverable timelines, and review overall engagement economics; and
Supporting marketing efforts for debt tax calculation services among holders of corporate bonds, whole mortgage loans, credit cards, mortgage-backed security (MBS), asset-backed security (ABS), and collateralized debt obligation (CDO) including financial institutions, hedge funds, private equity firms, insurance companies, and real estate investment trusts (REIT).
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