Tax-Exempt Bonds Arbitrage Analyst

Baker Tilly (US); Indianapolis (IN); On-site; USD 55,000 - 91,000; Full time

Job summary

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are seeking an Arbitrage Rebate Analyst to support municipal clients with detailed arbitrage calculations and reporting in compliance with IRS rules. The role involves data analysis from bond issuances and project expenditures, with regular client interaction.

The position requires a bachelor's degree in accounting/finance or related field, 1 year of related experience, and strong Excel skills. Occasional travel to client sites is expected.

Qualifications

• Bachelor's degree in accounting, finance, mathematics or statistics or related field.
• CPA certification preferred but not mandatory.
• 1 year of related consulting or accounting experience.
• Proficiency in Excel and Word and financial modeling software.

Responsibilities

• Data Analysis: Gather, review, and analyze financial data from bond issuance and expenditures.
• Arbitrage Calculations: Perform calculations to determine the arbitrage rebate and yield restriction liabilities.
• Report Preparation: Prepare detailed reports for clients with findings and liabilities.
• Research and Compliance: Stay current with IRS arbitrage rules and related tax laws.
• Client Communication: Regularly communicate with municipal clients to discuss requirements and strategies.

Skills

Analytical skills

Excel

Word

Financial modeling

Data management

Written and verbal communication

Time management

Education

Bachelor's degree in accounting/finance/math/statistics or related field

Tools

Financial modeling software

Job description

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are seeking an Arbitrage Rebate Analyst to support municipal clients with detailed arbitrage calculations and reporting in compliance with IRS rules. The role involves data analysis from bond issuances and project expenditures, with regular client interaction.

The position requires a bachelor's degree in accounting/finance or related field, 1 year of related experience, and strong Excel skills. Occasional travel to client sites is expected.