What you'll doIn this role, you will be exposed to investment and family office tax matters-spanning hedge funds, private equity, venture capital, management companies, and exempt organizations-within one of the industry's most sophisticated investment platforms. Specifically, you will:
- Support tax compliance and planning for Point72's high-net-worth individuals with exposure to related entities, including trusts, foundations, and other family office structures, by preparing and reviewing tax workpapers, estimates, and filings.
- Assist with the preparation and review of tax provisions and supporting schedules used in monthly financial reporting.
- Coordinate with third-party tax providers by preparing supporting schedules, return templates, and documentation to facilitate tax return preparation.
- Leverage Point72's proprietary allocation and reporting systems to generate tax return templates and supporting workpapers.
- Prepare responses to tax notices and audit inquiries from federal and state taxing authorities.
- Partner with internal teams to address tax reporting and transactional questions, including accounting entries.
- Support tax planning and structuring initiatives led by senior leadership, including preparing materials for senior management.
- Contribute to automation and process improvement initiatives within the tax function.
What's required- 7+ years of experience in U.S. taxation, with a focus on high-net-worth individuals.
- Bachelor's degree in accounting or a related field.
- CPA licensure or roadmap to obtain the designation.
- Experience responding to tax notices and audit inquiries from federal and state taxing authorities.
- Strong analytical and problem-solving skills, including experience reviewing complex financial and tax documentation.
- Advanced Excel skills and the ability to quickly learn new systems and proprietary software.
- Excellent written and verbal communication skills, with the ability to interact effectively with internal teams and external advisors.
- Exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment.
- High attention to detail and a proactive, self-starter mindset.
- Commitment to the highest ethical standards.
We take care of our peopleWe 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
