Tax Specialist, Private Credit
crypto:applicationengineeringIC4Tax
Compensation
Not disclosed
A Career with Point72's Tax Team
Point72’s Tax team sits at the center of a sophisticated global investment platform, overseeing tax compliance and planning across hedge funds, private equity and management companies, high-net-worth individuals, and tax-exempt organizations.
The team partners closely with Big Four accounting firms and leading external advisors to manage the preparation and review of partnership, corporate, individual, international, and state tax filings. Beyond compliance, the group leads tax research, planning initiatives, and firmwide projects, collaborating across the organization to address complex tax issues in a dynamic investment environment.
What you'll do
Lead tax compliance and reporting for Point72’s private credit business, building scalable processes across partnerships, corporations, blockers, and feeders
Manage and review federal and state tax returns, extensions, investor Schedule K-1s, tax estimates, workpapers, and supporting schedules
Coordinate and drive cross-functional timelines, data requests, review comments, issue logs, documentation, and internal controls with investment, accounting, legal, investor relations, operations, tax technology teams, and external advisors
Operationalize tax planning and structuring conclusions into compliance deliverables, reporting templates, data requirements, and review procedures
Review and analyze book-to-tax adjustments, partnership allocations, capital account movements, withholding for non-U.S. investors, effectively connected income, unrelated business taxable income, original issue discount, market discount, and debt/equity characterization impacts
Partner with external accounting firms and tax advisors to oversee return preparation, manage quality control, and resolve complex technical issues
Lead process improvement and tax technology initiatives to automate data gathering, workflows, and compliance reporting
Mentor and train junior tax staff and provide clear technical g