1d ago

UHNW Tax Specialist, Family Office

Stamford, CT

โœจ $130k-$180k / yearest.

full-timeleadfinance

๐Ÿ›  Tech Stack

๐Ÿ’ผ About This Role

You'll support tax compliance and planning for high-net-worth individuals and family office structures at Point72, working with proprietary allocation systems. You'll coordinate with Big Four firms and contribute to automation initiatives.

๐ŸŽฏ What You'll Do

  • Prepare and review tax workpapers and filings for high-net-worth individuals
  • Assist with tax provisions and schedules for monthly financial reporting
  • Coordinate with third-party tax providers on return preparation
  • Respond to tax notices and audit inquiries from tax authorities

๐Ÿ“‹ Requirements

  • 7+ years of experience in U.S. taxation
  • Bachelor's degree in accounting or related field
  • CPA licensure or roadmap to obtain
  • Experience responding to tax notices and audit inquiries

โœจ Nice to Have

  • Experience with family office tax matters
  • Proficiency in proprietary allocation systems
  • Automation and process improvement experience

๐ŸŽ Benefits & Perks

  • ๐Ÿฅ Fully-paid health care benefits
  • ๐Ÿ‘ถ Generous parental and family leave
  • ๐Ÿ’ฐ 401(k) savings program with employer match
  • ๐Ÿ“š Tuition assistance
  • ๐Ÿง  Mental and physical wellness programs

๐Ÿ“จ Hiring Process

Estimated timeline: 2-4 weeks ยท AI estimate

  1. 1Recruiter Screenยท 30 min
  2. 2Hiring Manager Interviewยท 45 min
  3. 3Technical Interviewยท 60 min
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