1d ago
UHNW Tax Specialist, Family Office
Stamford, CT
โจ $130k-$180k / yearest.
full-timeleadfinance
๐ Tech Stack
๐ผ 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.
๐ฏ 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
๐ 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
โจ Nice to Have
- Experience with family office tax matters
- Proficiency in proprietary allocation systems
- Automation and process improvement experience
๐ Benefits & Perks
- ๐ฅ Fully-paid health care benefits
- ๐ถ Generous parental and family leave
- ๐ฐ 401(k) savings program with employer match
- ๐ Tuition assistance
- ๐ง Mental and physical wellness programs
๐จ Hiring Process
Estimated timeline: 2-4 weeks ยท AI estimate
- 1Recruiter Screenยท 30 min
- 2Hiring Manager Interviewยท 45 min
- 3Technical Interviewยท 60 min
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