Compliance & Reporting Manager

CFS; Greenwich (CT); On-site; USD 130,000 - 150,000; Full time

Job summary

CFS, a globally recognized real estate investment firm, seeks a Compliance & Reporting Manager in Greenwich, CT to lead U.S. tax compliance and reporting for a diverse portfolio.

You will collaborate with senior tax leadership, accounting, investor relations, and external advisors, owning K-1 reporting, ASC 740 analyses, and transfer pricing within a sophisticated investment management environment. This role offers growth and ownership of critical tax programs.

Qualifications

• 5+ years of tax experience, ideally including public accounting exposure.
• CPA or CPA candidate preferred.
• Experience with private equity fund structures and partnership tax reporting.
• Background managing complex tax compliance engagements and reviewing federal/state tax filings.

Responsibilities

• Oversee and manage U.S. tax compliance processes, including investor K-1 reporting and tax return reviews.
• Coordinate information gathering and reporting with accounting teams, joint ventures, and external tax advisors.
• Manage federal and state tax notices, registrations, and compliance tracking systems.
• Support audit and year-end reporting requirements, including ASC 740 and FIN 48 analyses.
• Lead ongoing REIT compliance activities, testing, elections, and due diligence processes.
• Manage transfer pricing analyses and assist with special tax projects and initiatives.

Skills

Tax experience

CPA

Private equity tax

Partnership tax reporting

Public accounting exposure

Education

CPA certification

Job description

Salary: $130-150k + Bonus

• Join one of the most recognized and successful global real estate investment firms.
• Gain exposure to complex private equity fund structures, REITs, and large-scale investment vehicles.
• Play a highly visible role partnering with senior tax leadership, accounting teams, investor relations, and external advisors.
• Work across a diverse portfolio spanning real estate, hospitality, industrial, residential, and other asset classes.
• Lead meaningful tax compliance and reporting initiatives with significant ownership and autonomy.
• Expand your expertise in REIT compliance, transfer pricing, partnership taxation, and international reporting.
• Collaborate with experienced tax professionals in a sophisticated investment management environment.
• Build leadership experience by managing critical processes, external service providers, and cross-functional projects.
• Join a firm with a strong track record of growth, innovation, and long-term investment success.

Why This Opportunity Stands Out

• Join one of the most recognized and successful global real estate investment firms.
• Gain exposure to complex private equity fund structures, REITs, and large-scale investment vehicles.
• Play a highly visible role partnering with senior tax leadership, accounting teams, investor relations, and external advisors.
• Work across a diverse portfolio spanning real estate, hospitality, industrial, residential, and other asset classes.
• Lead meaningful tax compliance and reporting initiatives with significant ownership and autonomy.
• Expand your expertise in REIT compliance, transfer pricing, partnership taxation, and international reporting.
• Collaborate with experienced tax professionals in a sophisticated investment management environment.
• Build leadership experience by managing critical processes, external service providers, and cross-functional projects.
• Join a firm with a strong track record of growth, innovation, and long-term investment success.

Key Responsibilities For The Compliance & Reporting Manager

• Oversee and manage U.S. tax compliance processes, including investor K-1 reporting and tax return reviews.
• Coordinate information gathering and reporting with accounting teams, joint ventures, and external tax advisors.
• Manage federal and state tax notices, registrations, and compliance tracking systems.
• Support audit and year-end reporting requirements, including ASC 740 and FIN 48 analyses.
• Lead ongoing REIT compliance activities, testing, elections, and due diligence processes.
• Manage transfer pricing analyses and assist with special tax projects and initiatives.

Qualifications For The Compliance & Reporting Manager

• 5+ years of tax experience, ideally including public accounting exposure.
• CPA or CPA candidate preferred.
• Experience with private equity fund structures and partnership tax reporting.
• Background managing complex tax compliance engagements and reviewing federal/state tax filings.