Tax Specialist, Family Office

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A Career with Point72s Tax Team

Point72s 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 firms dedicated Tax Technology team and learning opportunities are virtually unlimited as we manage a complex tax structure across multiple businesses.

What youll 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 Point72s 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 Point72s 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 Point72s 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 Point72s 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

Whats Required

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 :

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 industrys premier asset manager through delivering superior risk-adjusted returns, adhering to the highest ethical standards, and offering the greatest opportunities to the industrys brightest talent. For more information, visit

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Administrative

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