Tax Specialist, Family Office

Job Description

Point72 is seeking a Tax Specialist to join their Tax team, which oversees tax compliance for various entities, including high net worth individuals and private equity firms. The Tax Specialist will play a vital role in supporting the tax compliance process for Point72’s high net worth individual, trust, foundation, and other family office taxpayers.Role involves:

• Preparing and reviewing tax workpapers, tax estimates, and tax forms.
• Preparing forms for co-sourcing engagements with third-party tax providers.
• Responding to notices and audit-related inquiries.
• Using proprietary allocation and reporting software.
• Collecting, reviewing, and drafting materials for audits.
• Partnering with internal departments on tax-related questions.
• Supporting the preparation and review of the tax provision.
• Assisting with tax planning and structuring projects.
• Leading automation and process improvement initiatives.
• Mentoring junior team members.

Requirements:

• 5+ years of experience in U.S. taxation.
• Experience responding to notices and audit inquiries.
• Bachelor’s degree in accounting or related field.
• Professional designation (e.g., CPA licensure).
• Excellent communication and Microsoft Excel skills.
• Exceptional organizational skills.
• Strong problem-solving and analytical skills.
• Self-starter with attention to detail and strong work ethic.
• Commitment to ethical standards.

Role Offers:

• Fully-paid healthcare benefits.
• Generous parental and family leave policies.
• Volunteer opportunities.
• Support for employee-led affinity groups.
• Mental and physical wellness programs.
• Tuition assistance.
• A 401(k) savings program with an employer match.