Transaction Tax Manager leading innovative tax planning and compliance for M&A projects. Collaborating with the Transaction Tax team to manage client engagements and mentor junior staff.
About the role
- Senior Associate managing compliance for insurance portfolios at ORIX USA. Responsible for leadership and direction in insurance compliance reviews and team oversight.
Responsibilities
- Provide outstanding service to internal and external clients
- Aid in the effective management of our complex insurance portfolio
- Serve as a subject matter expert to both the department and the leadership team
- Demonstrate a high level of knowledge of the insurance compliance review process and overarching insurance market trends
- Provide management, leadership and direction to the insurance analysts
- Maintain a portfolio of loans
- Ensure all insurance files include accurate representation of loan requirements
- Review policy documentation from borrowers and insurance agents prior to the due date
- Make timely requests for additional information and corrective measures
- Remediate non-compliant insurance with clients
- Monitor reports and deadlines to ensure work is completed in advance of set timelines
- Assist junior team members with workflow to ensure deadlines are met
- Train and develop junior team members on core position requirements and functions
Requirements
- 3-5 years of experience in insurance selling, underwriting, claims, or CRE insurance
- 3-5 years of experience in commercial real estate mortgage industry of commercial insurance compliance processing
- Ability to educate others, able to translate insurance concepts into clear actionable information/instruction.
- Proficiency in Microsoft Office and list other relevant systems or software
- Excellent organizational, communication, presentation, and interpersonal skills
- Ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines;
- Ability to manage multiple assignments and transactions simultaneously
- Demonstrated ability to maintain confidentiality and to use discretion in the performance of daily activities
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performance team
- Flexibility and ability to work under pressure with tight deadlines and constant interruptions;
- Ability to adjust priorities in a changing environment
Benefits
- Health insurance
- Accident and life insurance
- Retirement benefits
- Cash bonuses
- Long term incentives
- Competitive vacation policy
- Floating personal holidays
- Extensive leave options
- Annual observed holidays
- Flexible work arrangements
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