Tax Specialist, Family Office

Point72 Careers; Stamford; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading global alternative investment firm is seeking a Tax Compliance professional to support high net worth individuals and foundations. The ideal candidate will have over 7 years of experience in U.S. taxation and a strong work ethic. The position offers generous health benefits, parental leave policies, and opportunities for professional development.

Benefits

Fully-paid health care benefits

Generous parental and family leave

Tuition assistance

401(k) savings program with employer match

Qualifications

• 7+ years of work experience in U.S. taxation.
• Experience with high-net-worth individuals, trusts, and foundations.
• Professional designation (e.g., CPA licensure) or roadmap to achieve it.

Responsibilities

• Support the tax compliance process for high net worth individuals.
• Prepare forms for engagements with third party tax providers.
• Mentor junior team members.

Skills

U.S. taxation expertise

Tax compliance

Excellent communication

Microsoft Excel

Analytical skills

Organizational skills

Education

Bachelor’s degree in accounting or related field

Job description

Overview

A Career with Point72’s Tax Team

Point72’s Tax team oversees tax compliance for 30+ funds, 75+ private equity and management companies, high net worth individuals, and tax-exempt organizations. We conduct tax research and manage all tax-related projects with external counsel, public accounting firms, and within Point72. The Tax team coordinates with Big Four accounting firms to prepare and review partnership, corporate, individual, international, and state returns.

We are constantly improving our processes with the help of the firm’s dedicated Tax Technology team and learning opportunities are virtually unlimited as we manage a complex tax structure across multiple businesses.

What you’ll do

The Point72 Tax team is seeking a highly motivated professional with a strong sense of intellectual curiosity and impeccable attention to detail to assist with all aspects of high net worth individual, private foundation, partnership, and S corporation tax compliance. Specifically, you will:

• Directly support the tax compliance process for Point72’s high net worth individual, trust, foundation, and other family office taxpayers, including preparing and reviewing various tax workpapers, tax estimates, and tax forms
• Prepare the forms that complement existing co-sourcing engagements with third party tax providers and responses to notices and audit related inquiries from taxing authorities
• Use Point72’s proprietary allocation and reporting software to generate tax return templates and workpapers used in the tax return preparation process
• Collect, review and draft materials in response to audits conducted by federal and state taxing authorities across all of Point72’s business lines
• Partner with internal departments to advise on questions related to reporting obligations, sales and use tax implications of specific transactions, and the tax implications of accounting entries or bookings
• Directly support the preparation and review of the tax provision and supporting schedules used in monthly financial statement reporting for Point72’s founder
• Assist with the design and execution of tax planning and structuring projects led by senior managers, including preparation of senior management presentations
• Assist and/or lead automation and process improvement initiatives
• Mentor and help develop junior team members
• Gain valuable exposure to hedge fund, private equity, venture capital, management company, and exempt organization tax issues

What’s required

• 7+ years of work experience in U.S. taxation, with a focus on high-net-worth individuals, trusts, and foundations
• Experience responding to notices and audit inquiries from taxing authorities
• Bachelor’s degree in accounting or related field
• Professional designation (e.g., CPA licensure) or roadmap to achieve such designation
• Excellent verbal and written communication skills
• Excellent Microsoft Excel skills and the ability to quickly learn new software
• Exceptional organizational skills to effectively manage shifting priorities and provide adequate support to multiple managers on the team
• Strong problem-solving and analytical skills, well-versed in document review
• Self-starter with impeccable attention to detail and a strong work ethic
• Commitment to the highest ethical standards

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

• Fully-paid health care benefits
• Generous parental and family leave policies
• Volunteer opportunities
• Support for employee-led affinity groups representing women, people of color and the LGBTQ+ community
• Mental and physical wellness programs
• Tuition assistance
• A 401(k) savings program with an employer match and more

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit www.Point72.com/about.