Senior Tax Professional

Company: Disability Solutions
Location: Phoenix
Posted on: January 26, 2025

Job Description:

Job Title:Senior Tax ProfessionalLocation:CityScapeWhat you'll do:The Senior Tax Professional works at the direction of (and reports to) the Chief Tax Officer, with other members of the tax department, and other Bank personnel. This position will perform many of the duties performed by a tax paralegal. The role would assist with a wide range of tax, administrative and legal matters including corporate governance, tax credit deals, vendor management, expense management and documentation. This role will also be involved in managing and monitoring the use of the corporate planes, working on matters concerning special purpose entities including but not limited to, the Real Estate Investment Trust and the Captive Insurance company. The Senior Tax Professional may also participate in additional assignments as needed.

• Assist in the preparation of corporate records, Board, and committee governance documents.
• Assist in the preparation of information as it is needed for the Federal Reserve Board.
• Review and analyze various partnership documentation, update credit calculations and projections, and prepare or review drafts of various entity documentation.
• Review and analyze organizational documents, search results, and other due diligence items.
• Assist with Low-Income Housing Tax Credit (LIHTC) transactions, communicating internally with other Bank employees and externally to LIHTC providers on qualifications for transactions and what fits into our portfolio and obtaining data for internal records and filings.
• Assist in researching potential LIHTC developers to verify whether they meet the Bank's internally determined qualification standards.
• Investigate facts and perform tax and legal research.
• Assists in the management of external partnership relationships, including reviewing documentation, and following up on information requests.
• Assists in managing law firm, accounting firm, insurance brokerage firm, and other outside professional relationships, including reviewing and revising engagement letters, conflict waivers, and invoices.
• Assist with project management
• Assist with internal data collection with respect bank regulatory matters (e.g., Reg W)
• Assist in-house tax professionals, in-house attorneys, legal dept. professionals and other Bank employees on projects, as needed.What you'll need:
  • Paralegal Certificate
  • Knowledge in some or all the following practice areas: corporate, entity, and public company governance, LIHTC documentation, Renewable energy transaction documentation, and transaction preparation preferred.
  • Maintains strict confidentiality of all records and data received and produced.
  • Maintains professionalism in a fast-paced environment and during frequent interactions with commercial lenders, legal team, supervisors, executive management, peers, and co-workers.
  • Excellent written and verbal communication skills.
  • Experience in a Tax setting is preferred but not requiredBenefits you'll love:We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!About the company:Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company.Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email HR@westernalliancebank.com or call 602-386-2488. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process.-- Western Alliance Bancorporation

Keywords: Disability Solutions, Casa Grande , Senior Tax Professional, Accounting, Auditing , Phoenix, Arizona