• Advise clients in real estate industry on tax structuring and compliance issues;
• Lead Firm’s Tax Technical Services Group, a group focused on providing research support for the tax practice, resolving technical tax issues, and developing Firm positions on uncertain tax issues;
• Lead Firm efforts in drafting and publishing internal and external tax-related guidance;
• Led Firm’s efforts in understanding and interpreting the 2017 Tax Act;
• Supervise and mentored staff of five junior attorneys;
• Member of Firm Tax Education committee and frequent presenter at training seminars.

Vice President, Tax Transactions (1/2016-12/2016)

• Reviewed proposed transactions and transaction documents for compliance with, and impact on, Company’s REIT tests;
• Documented completed transactions with thorough factual discussion and tax analysis for satisfaction of SOX compliance;
• Provided structuring and tax advisory with respect to taxable REIT subsidiary (TRS) transactions for tax effective planning;
• Reviewed new and proposed laws for potential impact and planning opportunities (worked with NAREIT following extensive review of anticipated Section 385 debt/equity regulations).

Vice President, Tax (6/2010-1/2016)

• Managed tax function, including compliance, REIT compliance, tax provisions, planning and projection modelling;
• Developed and maintain Excel models relating to company’s REIT status, taxable income, and tax liability of taxable REIT subsidiaries (latter includes maintenance of individual “feeder” models for the Company’s land and condo assets). Development models changed the way management analyzed asset performance by allowing for an after-tax IRR analysis;
• Structured new investments and TRS transactions for compliance with REIT status and for tax efficiency and saved Company millions in TRS taxes through tax effective M&A transactions, as well as effective use of intercompany debt;
• Ensured accurate and timely filing of over 150 tax returns annually;
• Determined FAS 109 deferred tax provision and required FIN 48 disclosures;
• Worked extensi

• Advised real estate investors, including real estate funds and REITs, on various tax structuring and consulting matters, including effective tax planning for TRSs and structuring for REIT compliance;
• Performed extensively quantitative analyses, including modeling investment structures, as well as complex partnership calculations;
• Managed the tax compliance process for various clients, including a public REIT;
• Conducted training seminars in international tax and advanced Excel.

Senior Tax Manager – International Tax Services/Real Estate (5/2003-10/2009)

• Advised real estate investors, including real estate funds and REITs, on structuring issues relating to US inbound and outbound real estate investment;
• Involved in extensive quantitative analyses, including modeling alternative investment structures or acquisition techniques and complex partnership calculations such as basis step up allocations and 704(c) allocations;
• Managed multiple REIT due diligence engagements for public REIT acquisitions;
• Drafted memoranda regarding application of US tax law to various factual settings, including a REIT opinion for Tishman Speyer’s acquisition of Archstone;
• Developed and implemented a real estate tax new-hire training program, and involved in various local and national training initiatives, including teaching courses and designing content;
• Managed US tax compliance and reporting process for inbound and outbound real estate clients.

Tax Manager – International Tax Services/International Capital Markets (6/1999-11/2000; 4/2002-5/2003)

• Advised clients on application of U.S. tax law to capital market transactions and instruments including repos, structured debt products, swaps, foreign currency, hedging transactions, and securitizations;
• Drafted memoranda regarding application of US tax law to financial instruments, including a debt v. equity opinion;
• Worked in the Firm’s national tax department practice in Financial Instruments and Capital Mar

• Researched, analyzed and prepared memoranda regarding application of U.S. federal and New York state tax law to structured financial and corporate transactions;
• Drafted contractual language in corporate transaction and structured finance agreements;
• Reviewed legal documents for consistency with business and economic deal terms.