Uhnw Tax Specialist, Family Office

Point72 Asset Management LP

Stamford, CT, United States
Not specified; not specified; fully-pyid health ca...
On-site
High-net-worth individual tax expertise
Trust and foundation tax knowledge
Federal and state audit response
The role involves supporting tax compliance and planning for Point72's high-net-worth individuals across various family office structures

Job Summary

  • The role involves supporting tax compliance and planning for Point72's high-net-worth individuals across various family office structures.
  • Candidates will coordinate with third-party providers and leverage proprietary systems to generate tax return templates and workpapers.
  • Point72 offers fully-paid health care benefits, generous parental leave, and a 401(k) program with an employer match.

Matching Summary

The role involves supporting tax compliance and planning for Point72's high-net-worth individuals across various family office structures.

Salary

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

Skills & Requirements

Must-have

  • High-net-worth individual tax expertise
  • Trust and foundation tax knowledge
  • Federal and state audit response
  • Partnership and corporate tax filings
  • Proprietary allocation system usage

Nice-to-have

  • Process improvement and automation skills
  • Strong analytical problem-solving abilities
  • Experience with Big Four accounting firms
  • Proactive self-starter mindset
  • Excellent written communication skills

Key Requirements

  • 7+ years of U.S. taxation experience
  • Focus on high-net-worth individuals
  • Bachelor's degree in accounting
  • CPA licensure or roadmap to obtain
  • Experience responding to tax notices

Work Rights

Not specified

Tailored Resume

Cover Letter