Tax Specialist

Posted:
9/6/2024, 7:37:17 AM

Location(s):
Connecticut, United States ⋅ Stamford, Connecticut, United States

Experience Level(s):
Senior

Field(s):
Accounting

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 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 individual with demonstrable automation experience and extensive acumen related to operating management companies to support the firm’s investment manager platform. Specifically, you will:

  • Assist the Management Company Tax group with all aspects of the tax compliance process including but not limited to: operating companies, family partnerships, high net worth individuals and foundations
  • Assist with ad-hoc consulting with respect to issues such as deferred compensation, R&D, capital expenditures, and new investment structuring, as required
  • Prepare and/or review tax workpapers, with a focus on designing and implementing an automated process
  • Collect, review and draft materials in response to audits conducted by domestic (U.S), federal and state, as well as international taxing authorities
  • Provide tax expertise and research to address day-to-day issues effectively and quickly for management companies and related funds
  • Work with a team with a “roll up your sleeves and get the work done” mentality and bring a sense of urgency and attention to detail to requests and projects
  • Design and implement automated processes to aid in the preparation and review of tax workpapers, supporting schedules, and forms through the use of Point72’s internal proprietary tax technology and through the build-out and/or integration of new systems

What’s required

The ideal candidate will have an insatiable sense of intellectual curiosity and will need:

  • 5+ years of work experience in U.S. taxation, ideally with a significant focus on operating partnerships
  • Experience with operating companies, including exposure to technical issues such as fixed asset depreciation, IRC §174 capitalization, deferred compensation, and employee fringe benefits
  • Bachelor’s degree in accounting or related field
  • CPA license or concrete roadmap to obtain licensure
  • Proven track record of automation initiatives and focus on advancing technology
  • Strong state and local tax experience, including experience with allocation & apportionment, unitary / combined filings, and tiered partnership structures
  • Expertise in reporting foreign (non-U.S.) activities, including issues such as GILTI and Forms 8858, 8865, and 5471
  • Commitment to the highest ethical standards
  • Effective communication, both written and oral

We take care of our people

We invest in our people, their careers, their health, and their well-being. We want you to concentrate on success and leave the rest to us. 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 Asset Management is a global firm led by Steven Cohen that invests in multiple asset classes and strategies worldwide. Resting on more than a quarter-century of investing experience, we seek to be the industry’s premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industry’s brightest talent. For more information, visit www.Point72.com/working-here.