Roles & responsibilities
Work on securitization tax engagements related to collateralized loan
obligations (CLO), credit funds, residential and commercial mortgage backed
securitizations and CRE CLOs
Use third party software, such as Intex, Markit among others, to analyze
cashflows, the impact on present values, and tax and accounting concepts
Research on federal and some international income tax matters related to income
recognition, expense deduction, accounting methods, debt instruments, stated
interest, original issue discount, premium, market discount and tax principles
impacting various structured debt products and the entities holding and issuing
these securities
Analyze large, complex transaction datasets, parsing through multiple sources to
achieve desired outcomes; identify process improvements leveraging tools like
Python and Alteryx.
Prepare client deliverables and working papers supporting our findings