Full-Time
Financial Analysis Manager
Vice President, Community Development Finance
Direct Staffing
No salary listed
Walnut Creek, CA, USA
In Person
Category
 Accounting (2) |
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Required Skills
Financial analysis
Excel/Numbers/Sheets
Requirements
- Typically requires a BS/BA degree in Accounting or Tax and a minimum of 10+ years of relevant experience
- Knowledge of partnership and 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
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 and 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
Desired Qualifications
- CPA certification in California is desirable