Uhnw Tax Specialist, Family Office

Point72

Stamford, CT, United States
Not specified; not specified; fully-pyid health ca...
On-site
7+ years us taxation experience
High-net-worth individual tax focus
Audit inquiry response experience
This role supports tax compliance and planning for Point72's high-net-worth individuals including trusts and family office structures

Job Summary

  • This role supports tax compliance and planning for Point72's high-net-worth individuals including trusts and family office structures.
  • The team partners with Big Four firms to manage complex filings across hedge funds, private equity, and exempt organizations.
  • Point72 offers fully-paid health care benefits, generous parental leave, and tuition assistance to support employee well-being.

Matching Summary

This role supports tax compliance and planning for Point72's high-net-worth individuals including trusts and family office structures.

Salary

Not specified; Not specified; Fully-paid health care benefits; Generous parental leave; Tuition assistance; 401(k) match

Skills & Requirements

Must-have

  • 7+ years US taxation experience
  • High-net-worth individual tax focus
  • Audit inquiry response experience
  • Complex financial documentation review
  • Advanced Excel proficiency

Nice-to-have

  • Proprietary allocation system knowledge
  • Process improvement mindset
  • Strong written communication skills
  • Proactive self-starter attitude

Key Requirements

  • Bachelor's degree in accounting
  • CPA licensure or roadmap
  • 7+ years of U.S. taxation experience
  • Experience with federal and state audit inquiries

Work Rights

Not specified

Tailored Resume

Cover Letter