Analyst supporting advisory and compliance activities in indirect tax at EY. Conducting research on GST, Customs, and government incentive schemes with a focus on detailed documentation and coordination.
About the role
- Manage small LIHTC real estate portfolio and assist senior asset managers. Monitor performance, analyze financials, and oversee compliance and funding requests for Wells Fargo.
Responsibilities
- Manage a small portfolio of investments in real estate partnerships and/or fund investments and assist more senior asset managers with their portfolio
- Identify and analyze issues, and recommend and execute action plans
- Monitor investment and property operations and performance
- Analyze tax returns and property and sponsor financial statements
- Analyze and calculate annual cashflow distributions
- Review budgets
- Review third-party inspections and reports in compliance with Low Income Housing Tax Credit (LIHTC) regulations
- Assist with customer funding requests, including review of required documentation and assistance with calculations of adjustments to capital contributions
- Assist more senior asset managers with review of customer requests
- Assess markets in which assets reside, identify market and sub-market risks and issues
- Track any tasks outsourced to third parties
- In consultation with more senior asset managers, peers and other Commercial Real Estate colleagues, make decisions in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements to resolve issues and achieve goals
Requirements
- 2+ years of Commercial Real Estate experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience or familiarity with the Low-Income Housing Tax Credit (LIHTC) industry or Commercial Real Estate industry
- Experience in one or more functional roles: Real Estate Underwriting, Portfolio Management, Asset Management, Tax Credits, Real Estate Workouts, Financial Analysis, Accounting
- Ability to review tax returns and/or audits for low-income real estate partnerships
- Familiarity with real estate partnership or loan legal documents
- Ability to read and understand commercial real estate loan or real estate investment documentation
- Advanced Microsoft Excel skills
- Strong analytical skills and ability to solve complex technical problems
- Strong attention to detail and accuracy
- Strong organizational, multi-tasking, and prioritizing skills
- Strong communication skills and ability to articulate complex material to a diverse audience
- Project management skills including the ability to handle multiple projects concurrently
- Ability to travel up to 10% of the time
- Ability to work additional hours as needed
- This role requires 4 days in the office
- The position is not eligible for Visa sponsorship
- Subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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