What are the responsibilities and job description for the Tax Specialist, Private Credit position at Point72?
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 public 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 strong experience related to hedge fund and financial product taxation to support the firm’s hedge fund tax processes, with a focus on its new private credit business. Specifically, you will:
You should have an insatiable sense of intellectual curiosity and specifically will need:
We invest in our people, their careers, their health, and their well-being. When you work here, we provide:
Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit www.Point72.com/about.
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 public 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 strong experience related to hedge fund and financial product taxation to support the firm’s hedge fund tax processes, with a focus on its new private credit business. Specifically, you will:
- Provide tax guidance with respect to the private credit business
- Manage all tax compliance efforts with respect to the private credit fund vehicles, including corporations and partnerships
- Prepare and review various book to tax adjustment workpapers for the private credit entities as well as other hedge funds
- Use Microsoft Excel daily with a focus on manipulation of large data sets
- Partner with the Tax Technology team on automation and process improvement initiatives
- Collaborate with our Fund Accounting, Investor Relations, Legal, and Operations teams on various business topics
- Research tax issues related to the hedge fund business, with a focus on the private credit business
- Demonstrate a team-oriented, “roll up your sleeves and get the work done” mentality and bring a sense of urgency and attention to detail to all requests and projects
You should have an insatiable sense of intellectual curiosity and specifically will need:
- 5 years of work experience in U.S. taxation, ideally with a significant focus on private credit and/or hedge funds
- Experience with private credit taxation, especially season & sell structures and loan origination tax considerations for offshore investors
- Experience with hedge fund and financial product taxation
- Bachelor’s degree in accounting or related field
- CPA license
- Proven track record of automation initiatives and focus on advancing technology
- Advanced Microsoft Excel skills with a strong understanding of Pivot Tables, XLOOKUP, SUMIFS, and logical operators
- Effective oral and written communication skills
- Commitment to the highest ethical standards
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
Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit www.Point72.com/about.
