Role OverviewThe Arbitrage Rebate Analyst supports municipal clients by providing detailed analysis and reporting on arbitrage calculations related to tax-exempt bonds.
What You Will Do
Perform complex calculations to determine the arbitrage rebate and yield restriction liabilities for tax-exempt bond issuers, prepare detailed reports for clients, and communicate with municipal clients to explain arbitrage rebate and yield restriction requirements.
Why It Might Be a Fit
The role provides an opportunity to specialize in a niche area of municipal finance and taxation, ensuring the financial health and compliance of a public sector client.
Requirements
- Bachelor's degree in accounting, finance, mathematics, statistics or related field
- CPA certification preferred but not mandatory
- 1 year of related consulting or accounting experience
- Strong analytical skills and the ability to manage large datasets
- Familiarity with municipal bonds, arbitrage rules, and IRS rebate requirements
- Proficiency in Excel and Word and financial modeling software
- Strong written and verbal communication skills for preparing reports and client discussions
- Detail-oriented with excellent organization skills
- Effective time management skills to handle multiple projects, prioritize tasks and meet deadlines
Benefits
- Pay range of $54,900 to $90,800
- Compensation and benefits package to eligible employees
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