Tax Specialist, Family Office

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 with the help of the firm’s dedicated Tax Technology team 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 professional with a strong sense of intellectual curiosity and impeccable attention to detail to assist with all aspects of high net worth individual, private foundation, partnership, and S corporation tax compliance. Specifically, you will:

• Directly support the tax compliance process for Point72’s high net worth individual, trust, foundation, and other family office taxpayers, including preparing and reviewing various tax workpapers, tax estimates, and tax forms
• Prepare the forms that complement existing co-sourcing engagements with third party tax providers and responses to notices and audit related inquiries from taxing authorities
• Use Point72’s proprietary allocation and reporting software to generate tax return templates and workpapers used in the tax return preparation process
• Collect, review and draft materials in response to audits conducted by federal and state taxing authorities across all of Point72’s business lines
• Partner with internal departments to advise on questions related to reporting obligations, sales and use tax implications of specific transactions, and the tax implications of accounting entries or bookings
• Directly support the preparation and review of the tax provision and supporting schedules used in monthly financial statement reporting for Point72’s founder
• Assist with the design and execution of tax planning and structuring projects led by senior managers, including preparation of senior management presentations
• Assist and/or lead automation and process improvement initiatives
• Mentor and help develop junior team members
• Gain valuable exposure to hedge fund, private equity, venture capital, management company, and exempt organization tax issues

What’s required

• 5 years of work experience in U.S. taxation, with a focus on high-net-worth individuals, trusts, and foundations
• Experience responding to notices and audit inquiries from taxing authorities
• Bachelor’s degree in accounting or related field
• Professional designation (e.g., CPA licensure) or roadmap to achieve such designation
• Excellent verbal and written communication skills
• Excellent Microsoft Excel skills and the ability to quickly learn new software
• Exceptional organizational skills to effectively manage shifting priorities and provide adequate support to multiple managers on the team
• Strong problem-solving and analytical skills, well-versed in document review
• Self-starter with impeccable attention to detail and a strong work ethic
• 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
• Mental and physical wellness programs
• Volunteer opportunities
• Non-profit matching gift program
• Support for employee-led affinity groups representing women, minorities and the LGBTQ community
• 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