Tax Accountant - Family Office

PDT Partners; New York (NY); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Annual Bonus

Job summary

A financial services firm in New York is seeking an analytical Tax Accountant to join their Family Office team. This hybrid position integrates compliance, tax preparation for various jurisdictions, and direct collaboration with Partners. Ideal candidates have 4-8 years of tax accounting experience and strong excel skills. Competitive salary range of $140,000 to $200,000 plus bonuses awaits. Offer includes involvement in tax planning for a global hedge fund environment.

Qualifications

• 4-8+ years of tax accounting experience, hedge fund experience not required.
• Process and improvement-oriented.
• Familiarity with other database applications.

Responsibilities

• Partner tax compliance.
• Preparation of tax returns for federal, state and local jurisdictions.
• Involvement in tax planning and research.

Skills

Tax accounting experience

CPA or EA preferred

Highly proficient in Excel

Strong organizational skills

Analytical problem-solving

Familiarity with QuickBooks

Job description

Join to apply for the Tax Accountant role at PDT Partners

PDT Partners, a quantitative investment manager, seeks an analytical and detail-oriented Tax Accountant to join our Family Office team. This is a great opportunity to hone existing accounting, analysis, and reporting skills, while diving deeply into the financial operations of a global hedge fund.

Base pay range

$140,000.00/yr - $200,000.00/yr

Additional compensation types

Annual Bonus

Reporting to the Head of Tax, the Tax Accountant will work within the Family Office Services group. Responsibilities will include working directly with our Partners on various tax compliance, tax and estate planning, accounting and financial management, cashflow and investment management, and special projects. The hedge fund industry itself is complex, so you’ll also get a lot of exposure to the specialized tax laws we encounter as well as the varied investment products inherent to the industry.

This is a hybrid position and will require the person to work from our New York City office at minimum 3 days a week.

PDT Partners has a 30+ year track record and a reputation for excellence. Our goal is to be the best quantitative investment manager in the world—measured by the quality of our products, not their size.

Responsibilities

• Partner tax compliance
• Preparation of tax returns for federal, state and local jurisdictions
• Filing of estimated payments during the year
• Associated entity compliance
• Preparation of trust, LLC, partnership, and tax-exempt entity tax returns for federal, state and local jurisdictions
• Tax, estate, and cash flow planning and ad hoc advice for partners, employees, and internal investors
• Preparation of closely-held entity financial statements and booking of monthly transactions
• Assistance with the production of partner-specific financial statements and cash flow schedules to assist with associated planning
• Involvement in tax planning and research at the management company level (e.g., sales and use tax, Federal and state audits, state apportionment and nexus thresholds, and R&D credit analyses)
• Review of the Automatic Exchange of Information (“AEOI”) annual filings for all applicable jurisdictions
• Stay current and provide updates on the changing tax rules in the US and applicable foreign jurisdictions

Skills and Experience

• 4-8+ years of tax accounting experience - hedge fund experience not required
• CPA or EA preferred
• Highly-proficient in Excel, and familiarity with other database applications
• Strong organizational and execution skills
• Analytically-inclined and keenly interested in problem-solving
• Process and improvement-oriented
• Familiarity with QuickBooks or similar accounting software

The salary range for this role is between $140,000 and $200,000. This range is not inclusive of any potential bonus amounts. Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors.

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