Senior Analyst/Manager, Tax - Real Estate

Location: Brookfield Place, New York – 225 Liberty Street, 8th Floor, Business – Real Estate. For more information, visit Responsibilities Ensure timely filing of U.S. federal income tax returns (REIT, corporate, partnership) and various state/local income/franchise tax returns for private funds, including interaction with external advisors to coordinate collection of information and review deliverables such as workpapers, investor tax reporting packages and tax returns prepared by external advisors. Manage K-1 and K-3 schedules, Forms 1099, 1042-S and 8805, and the tax reporting process for private funds’ investors. Address tax-related questions from private funds’ investors appropriately. Work with external advisors for quarterly and annual gathering of information for REIT testing; include review of external advisors’ work. Maintain investment closing binders in connection with acquisitions and dispositions. Support internal transaction tax team and investment teams with various asset management, acquisition, and disposition related ad-hoc tasks. Manage U.S. tax withholding on cash distributions to private funds’ investors. Manage U.S. tax provision process. Ensure appropriate transfer pricing documentation is in place and updated periodically. Oversee tax form (Form W-8/W-9) validation process for new investors and existing investors with expiring forms. Oversee any federal and state tax audits of U.S. entities, including handling of notices received from taxing authorities. Oversee tax functions and operations of certain portfolio company operations. 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 process inefficiencies and increase effectiveness of tax analyses and tax risk management. Qualifications Qualified CPA with 5+ years of real estate tax experience. Experience at a Big 4 public accounting firm. Experience in private/industry is highly preferred. Experience in managing large tax compliance processes and assignments. Technical knowledge of U.S. real estate, REIT, corporate tax, and partnership tax rules. Technical knowledge of U.S. withholding tax on non-U.S. investors and application of tax forms. Knowledge of outbound tax compliance and experience with international tax research. Knowledge of real estate industry and real estate investment. Basic understanding of cross‑border tax issues and U.S. tax treaty analysis. Ability to multi‑task and work in a very fast‑paced and team‑oriented environment. Excellent project management skills and ability to apply a pragmatic and efficient approach to handling complex assignments. Strong verbal and written communication skills. Strong attention to detail. Base: $115,000 – $140,000. Our compensation structure is comprised of a base salary and a short‑term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations. We are proud to create a diverse environment and are proud to be an equal opportunity employer. #J-18808-Ljbffr