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Trust & Agency Services US Securitization Tax Specialist - Assistant Vice President

Deutsche Bank

Deutsche Bank

Santa Ana, CA, USA
Posted on Friday, May 31, 2024

Job Description:

Job Title Trust & Agency Services US Securitization Tax Specialist

Corporate Title Assistant Vice President

Location Santa Ana, California


The Trust & Agency Services business provides Trustee, Calculation Agent, Paying Agent, Tax Agent, Custodian, and Debt Agency services globally for Structured Finance (Mortgage-backed securities/ Asset backed securities/Collateralized Loan Obligations), Global Debt, and Depositary Receipt transactions. The Analytics Tax Group is a highly specialized team that focuses on all aspects of securitization taxation including tax filings. The Analytics Tax Group is responsible for providing tax reporting on residential and commercial mortgage securitizations, and various asset backed collateral. In this role, you will interact with various tax professionals include equity and debt investors, large public accounting firms, outside tax legal counsel, and third-party vendors.

What We Offer You

  • A diverse and inclusive environment that embraces change, innovation, and collaboration

  • A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days

  • Employee Resource Groups support an inclusive workplace for everyone and promote community engagement

  • Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits

  • Educational resources, matching gift, and volunteer programs

What You’ll Do

  • Perform all tax compliance work pertaining to quarterly (Schedule Qs) and annual tax filing (Form 1066s) for Real Estate Mortgage Investment Conduits and engage with equity and debt investor tax professionals

  • Perform all tax compliance work pertaining to annual Form 1041 (Grantor Trust) tax returns

  • Tax compliance work involves reviewing journal entries, balance sheet and income statement analysis, account reconciliations and confirming equity ownership

  • Interact with various internal teams including Tax Analytics and Modeling/Reporting in setting up tax accounting for new securitization transactions

  • Correspond and communicate with taxing authorities such as Internal Revenue Service and California Franchise Tax Board when notices are received regarding tax fillings

  • Perform tax compliance research pertaining to fixed income reporting requirements including original issue discount and interest income

Skills You’ll Need

  • Numerate and analytical with strong attention to detail

  • Proven skills in Microsoft Excel and Word and exposure to database queries

  • Strong verbal and written communication skills with a proactive mind set and a professional attitude to delivery and client focus

  • Ability to work and think independently, while supporting team goals/objectives

  • Ability to handle multiple and competing projects under tight deadlines; Detailed oriented and strong organizational skills

Skills That Will Help You Excel

  • Self-starter and extremely diligent

  • Highly motivated to learn new systems, applications and processes

  • Excellent organizational and people skills

  • Extensive of accounting, finance, or tax experience with at least bachelor’s degree in either field of study


It is the Bank’s expectation that employees hired into this role will work in the Santa Ana office in accordance with the Bank’s hybrid working model.

Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.

The salary range for this position in California is $100,000 to $142,250. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of renumeration.

Deutsche Bank Values & Diversity

We believe talent is found in all cultures, countries, races, ethnicities, genders, sexual orientations, disabilities, beliefs, generations, backgrounds, and experiences. We pursue a working environment where everyone can be authentic and feel a sense of belonging. Click here to find out more about our diversity and inclusion efforts.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories.

Learn more about your life at DB through the eyes of our current employees: https://careers.db.com/life

The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank’s California Privacy Notice please email HR.Direct@DB.com.

Deutsche Bank Benefits

At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That’s why we are focused on providing benefits and perks that enable our colleagues to live authenti­cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!

Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision




Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.