Point72
Tax Specialist, Private Credit
Stamford, CT
Sponsorship not specifiedDetected 2 days ago
AccountingTaxProcess ImprovementResearchCommunicationMicrosoft OfficeInternal Audit
About the role
- For more information, visit https://point72.com/.
Responsibilities
- 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
- 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
- Excellent written and oral communication, strong attention to detail, ability to manage competing deadlines across multiple stakeholders, and sound technical judgment with a compliance-focused mindset
- Support for employee-led affinity groups representing women, people of color and the LGBT+ community
Requirements
- Bachelor's degree in accounting or a related field and an active CPA license
- Demonstrated experience with private credit, private equity, credit fund, or similar asset management tax matters
- Proficiency with the Microsoft Office suite and demonstrable experience using tax technology or process automation tools to improve compliance workflows
- When you work here, we provide:
Benefits
- Fully-paid health care benefits
- Generous parental and family leave policies
- Tuition assistance
- We invest in our people, their careers, their health, and their well-being.
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