Analyze and optimize tax compliance for investment portfolios, focusing on low-income housing and historic tax credits. Collaborate with internal teams and external partners to ensure adherence to regulations while maximizing tax credit utilization.

Unlock potential by leading tax compliance and reporting for tax credit investments, managing partnerships, and optimizing credit utilization across multiple funds to enhance financial and community outcomes. Drive compliance and process improvements.

Contribute to tax compliance and credit strategy within a dynamic investment portfolio. Lead the analysis of partnership tax returns while ensuring regulatory adherence and collaborating with cross-functional teams to optimize tax credit utilization.

Elevate your career by providing tax expertise to optimize compliance and reporting for diverse tax credit investments. Lead tax return analysis, collaborate with teams, and drive initiatives to maximize the impact of tax credits for our portfolio.

Transform your career by leading tax compliance and credit strategies. As a subject matter expert, you’ll optimize tax credit utilization, evaluate complex tax issues, and drive process improvements across investment portfolios.