Tax Manager - Management Company

Point72 • Stamford, CT

32d

About The Position

The Tax team conducts tax research and planning projects, and oversees Point72's tax compliance for hedge funds, private equity and management companies, high net worth individuals, and tax-exempt organizations. The team manages all tax-related projects with external counsel, public accounting firms, and internally within Point72. The Tax team coordinates with Big Four accounting firms to prepare and review partnership, corporate, individual, international, and state returns. The team also invests significantly in technology to help automate its compliance process, and has partnered with the firm's Tax Technology team to build out its own proprietary tax software system(s).

Requirements

• 7+ years of experience in U.S. taxation, with significant focus on operating partnerships within asset management firms
• Bachelor's degree in accounting or related field
• CPA license or concrete roadmap to obtain licensure
• In-depth knowledge of multi-national management companies, including exposure to technical issues such as fixed asset depreciation, aircraft SIFL analysis, interest expense limitation, IRC §174 capitalization, R&D tax credits, transfer pricing revenue apportionment, deferred compensation, and employee fringe benefits
• Strong state and local tax experience, including allocation and apportionment, unitary/combined filings, and tiered partnership structures
• Proficiency in reporting foreign (non-U.S.) activities, including issues such as GILTI and Forms 8858, 8865, and 5471
• Proven track record of automation initiatives and focus on advancing technology
• Effective oral and written communication skills
• Commitment to the highest ethical standards

Responsibilities

• Manage all aspects of the management company tax compliance process, including operating partnerships, S-corporations, foreign DREs, partnerships, and CFCs
• Streamline the tax information gathering process and provide advice on issues such as deferred compensation, R&D, capital expenditures, and new investment structuring on an ad hoc basis
• Prepare and/or review tax workpapers, with a focus on designing and implementing comprehensive checklists and process documentation to mitigate tax risks
• Collaborate with the Accounting team and external tax compliance service providers to ensure compliance deliverables are prepared to the highest quality and filed on a timely basis
• Collect, review, and draft materials in response to audits conducted by federal and state taxing authorities
• Provide tax expertise and research to address day-to-day issues effectively and quickly for management companies and related affiliates
• Continuously enhance existing automation processes to streamline tax report preparation and review through the firm's internal proprietary tax technology
• Support the Payroll team with global mobility inquiries related to permanent establishment (PE) exposure for management companies and investment funds
• Monitor and proactively communicate potential U.S. tax law changes and their impact to relevant stakeholders
• Demonstrate a team-oriented mentality, bringing a sense of urgency and attention to detail to all requests and projects

Benefits

• Private medical and dental insurance.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Industry: Funds, Trusts, and Other Financial Vehicles
• Number of Employees: 1,001-5,000 employees