FINANCIAL ANALYSIS MANAGER, VP

dstaff
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📍 CA📍 Walnut Creek📍 Walnut Creek, CA, United States📍 usFull time

About this role

Company Description

Financial Services - Commercial Banking

Job Description

FINANCIAL ANALYSIS MANAGER, VP 

Walnut Creek, CA



Exp 10-15 yrs

Deg Bach

Relo

Bonus

Travel


Job Description


Conduct complex financial and tax accounting activities. Analyze and provide technical interpretation of accounting and income tax law changes specifically in the affordable housing industry. Conduct research on specific tax topics and oversee the tax projections preparation process to ensure data integrity. Work with management toward specific financial objectives. 

 

Major Responsibilities - Responsible for the investment portfolio reporting process including the calculation of the annual outside tax basis, partnership and partner minimum gain or minimum gain chargeback, and tax capital account balances. - Prepare the periodic financial forecast & budget for the equity investment portfolio. Work with the Corporate Tax Department to provide quarterly information necessary for ASC 740 computations, management reporting, financial statement disclosures and the annual income tax return filings.

 

Review and analyze the annual tax returns for the equity investment portfolio to ensure compliance with IRS and state tax credit statutes and regulations. - Support the equity investments examination Information Document Requests (“IDRs”). Provide assistance to investors in response to IRS and/ or state income tax examinations inquiries. - Collaborate with external CPAs to prepare the syndication fund annual financial accounting packages and tax returns for outside investors.

 

Provide timely and accurate financial forecasts to investors. - Supervise 1 staff. - Perform other projects or duties as assigned.

 

Qualifications

Typically requires a BS/BA degree in Accounting or Tax and a minimum of 10+ years of relevant experience. Knowledge of partnership & corporate income tax as well as low income housing industry is a big plus. CPA certification in California is desirable. Requires excellent excel skills with the ability to conduct complex financial analysis.  


Qualifications

Additional Information

All your information will be kept confidential according to EEO guidelines.

Direct Staffing Inc


Frequently Asked Questions

Is the salary disclosed for the FINANCIAL ANALYSIS MANAGER, VP position at dstaff?
The salary for this FINANCIAL ANALYSIS MANAGER, VP role at dstaff is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the FINANCIAL ANALYSIS MANAGER, VP position at dstaff located?
This FINANCIAL ANALYSIS MANAGER, VP role at dstaff is based in CA, Walnut Creek, Walnut Creek, CA, United States, us. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the FINANCIAL ANALYSIS MANAGER, VP role at dstaff full-time or part-time?
This is listed as a Full time position. It is posted as a FINANCIAL ANALYSIS MANAGER, VP role at dstaff.
How do I apply for the FINANCIAL ANALYSIS MANAGER, VP position at dstaff?
Click the "Apply Now" button on this page. You will be redirected to dstaff's official application portal hosted on smartrecruiters where you can submit your application directly.
When was the FINANCIAL ANALYSIS MANAGER, VP job at dstaff posted?
This FINANCIAL ANALYSIS MANAGER, VP position at dstaff was posted on Mar 5, 2015. Apply as soon as possible — early applications are often reviewed first.
FINANCIAL ANALYSIS MANAGER, VP
dstaff
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