Benjamin Zachariah
Director of Tax Credit Investments at Monarch Private Capital- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
Hebrew -
Topline Score
Bio
Credentials
-
Series 7
FINRA (Financial Industry Regulatory Authority)Jul, 2018- Nov, 2024 -
Certified Public Accountant
NASBA
Experience
-
Monarch Private Capital
-
United States
-
Capital Markets
-
1 - 100 Employee
-
Director of Tax Credit Investments
-
Jun 2016 - Present
Zachariah helps taxpayers identify, underwrite, and invest in federal and state tax credit investment opportunities, which afford them the ability to effectively reach and optimize their tax, investment and ESG planning goals. Zachariah specifically focuses on insurance companies, banks, individuals with liquidity events, real estate investors, hedge fund managers, private equity managers, high-income earners in general ($1M plus of net taxable income), portfolio companies… Show more Zachariah helps taxpayers identify, underwrite, and invest in federal and state tax credit investment opportunities, which afford them the ability to effectively reach and optimize their tax, investment and ESG planning goals. Zachariah specifically focuses on insurance companies, banks, individuals with liquidity events, real estate investors, hedge fund managers, private equity managers, high-income earners in general ($1M plus of net taxable income), portfolio companies, financial institutions and trust companies, and corporations with federal and multistate tax liabilities. Zachariah has helped place over $400M federal and state credits since joining the firm. Show less Zachariah helps taxpayers identify, underwrite, and invest in federal and state tax credit investment opportunities, which afford them the ability to effectively reach and optimize their tax, investment and ESG planning goals. Zachariah specifically focuses on insurance companies, banks, individuals with liquidity events, real estate investors, hedge fund managers, private equity managers, high-income earners in general ($1M plus of net taxable income), portfolio companies… Show more Zachariah helps taxpayers identify, underwrite, and invest in federal and state tax credit investment opportunities, which afford them the ability to effectively reach and optimize their tax, investment and ESG planning goals. Zachariah specifically focuses on insurance companies, banks, individuals with liquidity events, real estate investors, hedge fund managers, private equity managers, high-income earners in general ($1M plus of net taxable income), portfolio companies, financial institutions and trust companies, and corporations with federal and multistate tax liabilities. Zachariah has helped place over $400M federal and state credits since joining the firm. Show less
-
-
-
Deloitte
-
Business Consulting and Services
-
700 & Above Employee
-
Senior Tax Consultant
-
Oct 2013 - Jun 2016
As a Tax Senior, I was responsible for reviewing tax return work papers and tax returns for partnerships, corporations and real estate investment trusts ("REIT") for both federal and state filing obligations. In my role I served as the primary contact for the client for all my engagements and ensured that the engagements were moving forward as planned. Reviewed detailed Section 704(b) and 704(c) calculations regarding taxable income allocations for real estate investments held in a… Show more As a Tax Senior, I was responsible for reviewing tax return work papers and tax returns for partnerships, corporations and real estate investment trusts ("REIT") for both federal and state filing obligations. In my role I served as the primary contact for the client for all my engagements and ensured that the engagements were moving forward as planned. Reviewed detailed Section 704(b) and 704(c) calculations regarding taxable income allocations for real estate investments held in a partnership structure. Prepared and reviewed quarterly and annual income tax provisions under ASC 740 for a large publicly traded multinational REIT In addition to my compliance services, I was responsible for reviewing clients REIT tests such as asset, income, and ownership tests requirements. This included, not only a retrospective look at clients REIT status, but also prospectively considering future transactions and business events that could effect REIT status. Show less As a Tax Senior, I was responsible for reviewing tax return work papers and tax returns for partnerships, corporations and real estate investment trusts ("REIT") for both federal and state filing obligations. In my role I served as the primary contact for the client for all my engagements and ensured that the engagements were moving forward as planned. Reviewed detailed Section 704(b) and 704(c) calculations regarding taxable income allocations for real estate investments held in a… Show more As a Tax Senior, I was responsible for reviewing tax return work papers and tax returns for partnerships, corporations and real estate investment trusts ("REIT") for both federal and state filing obligations. In my role I served as the primary contact for the client for all my engagements and ensured that the engagements were moving forward as planned. Reviewed detailed Section 704(b) and 704(c) calculations regarding taxable income allocations for real estate investments held in a partnership structure. Prepared and reviewed quarterly and annual income tax provisions under ASC 740 for a large publicly traded multinational REIT In addition to my compliance services, I was responsible for reviewing clients REIT tests such as asset, income, and ownership tests requirements. This included, not only a retrospective look at clients REIT status, but also prospectively considering future transactions and business events that could effect REIT status. Show less
-
-
-
Deloitte Tax LLP
-
Greater Atlanta Area
-
Tax Intern-Real Estate
-
Jun 2012 - Aug 2012
As a Tax Intern, Assisted Staff and Managers in preparing corporate returns for Real Estate Investment Trusts, subsidaries of REIT's, and various related parties. Prepared 1120's for Taxable REIT sub's using Go Systems, Global FX, CORPTAX, and Excel. Networked with Senior Managers and Partners to learn how the firm is managed, how clients are served with the highest degree of integrity and service, and to improve my communication skills. As a Tax Intern, Assisted Staff and Managers in preparing corporate returns for Real Estate Investment Trusts, subsidaries of REIT's, and various related parties. Prepared 1120's for Taxable REIT sub's using Go Systems, Global FX, CORPTAX, and Excel. Networked with Senior Managers and Partners to learn how the firm is managed, how clients are served with the highest degree of integrity and service, and to improve my communication skills.
-
-
Education
-
2012 - 2013
Indiana University Bloomington
MSA, Accounting with a concentration in Tax -
2008 - 2012
Indiana University Bloomington
Bachelor in Business, Accounting and Finance; -
2004 - 2008
The Weber School
Highschool Diploma, General Highschool Education
Community
