Tax Manager

schonfeld; New York (NY); On-site; USD 160,000 - 180,000; Full time

Job summary

Schonfeld is seeking a Tax Manager to join our US Tax team. You will handle day-to-day tax responsibilities, assist in computations for partnerships, and help automate parts of the tax function.

This role interacts with external advisors, fund managers, and service providers; CPA preferred; base pay discussed; opportunities to work on ASC 740 analyses and estate planning.

Qualifications

• Bachelor's degree in accounting is required.
• Experience with Alteryx, Power BI, Tableau, UiPath, and other tools.
• Strong Excel skills (pivot tables, v and h lookups, index match).
• 4–8 years in hedge fund/partnership tax.
• CPA preferred, not required.
• Attention to detail with a team-focused attitude.
• Ability to adapt to frequent changes in business environment.
• Creative mind for problem solving.
• High organization and self-motivation.

Responsibilities

• Handle day-to-day tax responsibilities and assist in tax computations for partnerships.
• Review partnership tax compliance prepared by outside tax advisors.
• Coordinate ASC 740 analyses for funds and review tax withholdings for foreign investors.
• Respond to notices from taxing authorities and engage with external service providers.
• Assist in estate planning and family-office tax matters; support ad-hoc projects.

Education

Bachelor's degree in accounting

Tools

Alteryx

Power BI

Tableau

UiPath

Excel

Job description

The Role

We are seeking a highly qualified Tax Manager to join our Tax team. The Tax team is responsible for tax planning and reporting as it relates to the funds, the management companies, and the family office. The tax team interacts with various groups within the firm on a regular basis as well as with external parties such as investors, managers, fund administrator, and other service providers. The candidate should bring a strong sense of personal responsibility and ownership of assigned projects and tasks.

What you’ll do

The Tax Manager will handle day-to-day tax responsibilities and report directly to the US Tax Director. This person will assist in preparation of various tax computations and work papers for partnership tax filings and help with automating parts of the tax function. The Tax Manager will interact with external tax service providers and review partnership tax compliance prepared by outside tax advisors, including estimates of partnership taxable income items and U.S. tax withholdings for foreign investors. The Tax Manager will respond to requests and notices from various taxing authorities, coordinate and prepare ASC 740 analyses for the funds, and research the tax treatment of complex financial instruments and corporate actions. This person may also assist in estate planning and tax‑matters for the family‑office side and will help with ad‑hoc assignments and special projects.

What you’ll bring

What you need:

• Bachelor's degree in accounting
• Meaningful experience in leveraging technology to improve the tax process (Alteryx, PowerBi, Tableau, UiPath, other
• Strong working knowledge of Excel (e.g. pivot tables, v and h lookups, index match, etc.)
• 4-8 years of relevant work experience (hedge fund/partnership tax) preferably including:
• Calculating taxable income
• Partnership tax allocations
• US Tax Return Filings (1065, 1120F, 8858, 8865, 5471, 7004, 1042 etc.)
• FATCA/CRS Filing and Review
• Securities tax analysis including dividend analysis, corporate actions, 1256 products, and cross border transactions
• Attention to detail with a strong work ethic and team‑focused attitude
• Ability to quickly adapt to frequent changes in the business operating environment
• Have a creative mind and think outside the box when problem solving
• High organization skills and self‑motivation
• CPA Preferred, not required

We'd love if you had:

• A mix of public and private tax experience
• Credit product experience
• Meaningful experience in leveraging technology to improve the tax process

Who we are

Schonfeld is a global multi‑manager hedge fund that strives to deliver industry‑leading risk‑adjusted returns for our investors. We leverage both internal and external portfolio manager teams around the world, seeking to capitalize on inefficiencies and opportunities within the markets. We draw from decades of experience and a significant investment in proprietary technology, infrastructure and risk analytics to invest across four main strategies: Quant, Tactical, Fundamental Equity and Discretionary Macro & Fixed Income.

Our Culture

At Schonfeld, we’ll invest in you. Attracting and retaining top talent is at the heart of what we do, because we believe that exceptional outcomes begin with exceptional people. We foster a culture where talent is empowered to continually learn, innovate and pursue ambitious goals. We are teamwork‑oriented, collaborative and encourage ideas‑at all levels‑to be shared. As an organization committed to investing in our people, we provide learning and educational offerings and opportunities to make an impact. We encourage community through internal networks, external partnerships and service initiatives that promote inclusion and purpose beyond the firm's walls.

The base pay for this role is expected to be between $160,000.00 and $180,000.00. The expected base pay range is based on information at the time this post was generated. This role may also be eligible for other forms of compensation such as a performance bonus and a competitive benefits package. Actual compensation for the successful candidate will be determined based on a variety of factors such as skills, qualifications, and experience.

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