UHNW Tax Specialist, Family Office

Job description

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 30+ hedge funds, 75+ 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: In this role, you will be exposed to investment and family office tax matters—spanning hedge funds, private equity, venture capital, management companies, and exempt organizations—within one of the industry’s most sophisticated investment platforms. Specifically, you will: - Support tax compliance and planning for Point72’s high-net-worth individuals with exposure to related entities, including trusts, foundations, and other family office structures, by preparing and reviewing tax workpapers, es...