Tax Manager bei Invictus Capital Partners / Verus Mortgage Capital
Invictus Capital Partners / Verus Mortgage Capital · Washington, Vereinigte Staaten Von Amerika · Onsite
- Professional
- Optionales Büro in Washington
Key Responsibilities
- Support the development and execution of tax strategies for new and existing investment vehicles.
- Monitor activity and P&L across investment vehicles to identify and plan for taxable events.
- Assist in optimizing tax efficiency across fund structures, portfolio transactions, and investor-level considerations.
- Provide input on structuring for acquisitions, dispositions, refinancings, and securitizations.
- Research and analyze tax implications of sales, asset/partner transfers, and other complex transactions.
- Oversee tax treatment, elections, and compliance processes across legal entities (LPs, LLCs, Blockers, etc.).
- Partner with Fund Accounting on tax allocations, capital accounts, and waterfall calculations.
- Liaise with external advisors on fund formation, tax memos, and operational structuring support.
- Manage corporate blocker entities related to REO assets and ensure compliance with relevant processes.
- Manage the coordination of annual tax return filings and K-1 delivery with external tax providers.
- Ensure compliance with federal, state, and local tax requirements across all jurisdictions.
- Respond to IRS and state audit inquiries and manage tax-related notices.
- Prepare and file blank returns as required.
- Perform REIT testing as applicable.
- Oversee quarterly and annual estimated tax calculations and payments for entities and firm partners.
- Reconcile tax basis balance sheets in coordination with external providers.
- Maintain state tax accounts and ID registrations across entities.
- Partner with Legal and Compliance to support tax risk management, policies, and regulatory responses.
- Coordinate with Operations and Legal on securitization and warehouse line tax matters.
- Provide transaction support to deal teams, including tax diligence and structuring insights.
Skills, Knowledge and Expertise
- CPA or JD required; LLM in Taxation preferred.
- 6–8 years of progressive tax experience, ideally including fund-level exposure.
- Prior experience at a Big 4 firm or top-tier law firm strongly preferred.
- Strong expertise in partnership taxation; exposure to MBS/securitizations a plus.
- Experience in private equity or alternative asset management environments.
- Excellent communication and project management skills with the ability to collaborate across functions
- Tax Strategy & Planning: Ability to develop and implement tax-efficient structures and provide guidance on complex transactions.
- Technical Tax Expertise: Strong knowledge of partnership taxation, compliance, and fund-level tax matters.
- Analytical & Problem-Solving: Skilled at identifying taxable events, assessing risks, and optimizing outcomes.
- Compliance & Risk Management: Ensures accurate, timely filings and proactive handling of audits, notices, and REIT testing.
- Communication & Collaboration: Effectively partners with Fund Accounting, Legal, Compliance, and external advisors.
- Leadership & Project Management: Oversees cross-functional initiatives and manages multiple tax processes with precision.
- Integrity: Ensures compliance with federal, state, and local tax requirements, while maintaining transparency and accuracy in reporting.
- Collaboration: Works closely with internal teams and external advisors to align on tax strategy, compliance, and structuring.
- Excellence: Delivers high-quality, timely tax filings and insightful planning strategies that support organizational goals.
- Critical Curiosity: Proactively researches tax implications, explores structuring opportunities, and anticipates regulatory changes to optimize outcomes.
Benefits
- Invictus medical, dental and vision is covered at 100% for all tiers.
- We offer FSA’s for healthcare, dependent care, transit and commuter costs.
- Safe harbor 401(k) match of 4%; employees need 3-months of service to be eligible to participate. No vesting after that.
- $80 per month cell phone reimbursement.
- 20 Days of PTO accrued at the beginning of the year, plus 10 company holidays and sick time.
- Tuition Reimbursement