Point72

Tax Specialist, Private Credit

Point72 • $120K — $150K *
Stamford, CT 06902In-Person
Legal & Accounting
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 10+ years of U.S. tax experience, focusing on alternative investment fund tax compliance
  • Bachelor's degree in accounting or a related field and active CPA license
  • Experience with private credit, private equity, and similar asset management tax matters
  • Proven ability to review partnership and corporate fund tax compliance
  • Strong technical knowledge of partnership allocations and investor reporting issues
  • Experience managing external accounting firm engagements
  • Proficient in Microsoft Office and tax technology tools

Responsibilities

  • Lead tax compliance and reporting for the private credit business
  • Manage and review federal and state tax returns and investor Schedule K-1s
  • Coordinate data requests and documentation with various teams
  • Operationalize tax planning into compliance deliverables
  • Review and analyze complex tax adjustments and impacts
  • Oversee return preparation with external accounting firms
  • Drive tax technology initiatives to improve compliance processes
  • Mentor junior staff and communicate tax implications to stakeholders

Benefits

  • Fully-paid health care benefits
  • Generous parental and family leave policies
  • Volunteer opportunities
  • Support for employee-led affinity groups
  • Mental and physical wellness programs
  • Tuition assistance
  • 401(k) savings program with employer match
Full Job Description
What you'll do
  • Lead tax compliance and reporting for Point72's private credit business, building scalable processes across partnerships, corporations, blockers, and feeders
  • Manage and review federal and state tax returns, extensions, investor Schedule K-1s, tax estimates, workpapers, and supporting schedules
  • Coordinate and drive cross-functional timelines, data requests, review comments, issue logs, documentation, and internal controls with investment, accounting, legal, investor relations, operations, tax technology teams, and external advisors
  • Operationalize tax planning and structuring conclusions into compliance deliverables, reporting templates, data requirements, and review procedures
  • Review and analyze book-to-tax adjustments, partnership allocations, capital account movements, withholding for non-U.S. investors, effectively connected income, unrelated business taxable income, original issue discount, market discount, and debt/equity characterization impacts
  • Partner with external accounting firms and tax advisors to oversee return preparation, manage quality control, and resolve complex technical issues
  • Lead process improvement and tax technology initiatives to automate data gathering, workflows, and compliance reporting
  • Mentor and train junior tax staff and provide clear technical guidance on investment-level tax matters
  • Communicate tax implications and timelines to senior stakeholders and investment teams, translating technical issues into actionable next steps

What's required
  • 10+ years of U.S. tax experience including significant alternative investment fund tax compliance experience
  • Bachelor's degree in accounting or a related field and an active CPA license
  • Demonstrated experience with private credit, private equity, credit fund, or similar asset management tax matters
  • Proven experience reviewing partnership and corporate fund tax compliance for blockers, feeders, tiered partnership structures, and complex investment structures
  • Strong technical knowledge of partnership allocations, capital accounts, book-to-tax adjustments, investor reporting, Schedule K-1 preparation, tax estimates, and supporting workpapers
  • Working knowledge of private credit tax issues including direct lending, loan origination, withholding for non-U.S. investors, effectively connected income, unrelated business taxable income, original issue discount, market discount, and debt/equity characterization impacts
  • Experience managing engagements with external accounting firms and tax advisors, including coordination of deliverables and technical reviews
  • Proficiency with the Microsoft Office suite and demonstrable experience using tax technology or process automation tools to improve compliance workflows
  • Excellent written and oral communication, strong attention to detail, ability to manage competing deadlines across multiple stakeholders, and sound technical judgment with a compliance-focused mindset
  • 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 LGBT+ 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 hedge fund and family office founded by Steven Cohen in 2014. The company is headquartered in Stamford, Connecticut and manages over $16 billion in assets. Point72 primarily invests in public equity markets, but also has a private equity arm. The company has a global presence with offices in New York, London, Hong Kong, Tokyo, and Singapore. Point72 has been involved in several high-profile legal cases, including a $1.8 billion settlement with the SEC in 2013.
Learn more about Point72
Size
1,500 employees
Industry
Finance & Insurance
Founded
2014
* Ladders Estimates

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