Point72 · 2 hours ago
Tax Specialist, Family Office
Stamford
Full-time
Onsite
Senior Level
7+ years expPoint72 is a leading global alternative investment firm that oversees tax compliance for a diverse range of funds and high net worth individuals. The Tax Specialist will support the tax compliance process, prepare tax workpapers, and collaborate with internal departments while mentoring junior team members.
Asset ManagementFinanceFinancial Services
Responsibilities
Directly support the tax compliance process for Point72’s high net worth individual, trust, foundation, and other family office taxpayers, including preparing and reviewing various tax workpapers, tax estimates, and tax forms
Prepare the forms that complement existing co-sourcing engagements with third party tax providers and responses to notices and audit related inquiries from taxing authorities
Use Point72’s proprietary allocation and reporting software to generate tax return templates and workpapers used in the tax return preparation process
Collect, review and draft materials in response to audits conducted by federal and state taxing authorities across all of Point72’s business lines
Partner with internal departments to advise on questions related to reporting obligations, sales and use tax implications of specific transactions, and the tax implications of accounting entries or bookings
Directly support the preparation and review of the tax provision and supporting schedules used in monthly financial statement reporting for Point72’s founder
Assist with the design and execution of tax planning and structuring projects led by senior managers, including preparation of senior management presentations
Assist and/or lead automation and process improvement initiatives
Mentor and help develop junior team members
Gain valuable exposure to hedge fund, private equity, venture capital, management company, and exempt organization tax issues
Qualification
Required
7+ years of work experience in U.S. taxation, with a focus on high-net-worth individuals, trusts, and foundations
Experience responding to notices and audit inquiries from taxing authorities
Bachelor's degree in accounting or related field
Professional designation (e.g., CPA licensure) or roadmap to achieve such designation
Excellent verbal and written communication skills
Excellent Microsoft Excel skills and the ability to quickly learn new software
Exceptional organizational skills to effectively manage shifting priorities and provide adequate support to multiple managers on the team
Strong problem-solving and analytical skills, well-versed in document review
Self-starter with impeccable attention to detail and a strong work ethic
Commitment to the highest ethical standards
Benefits
Fully-paid health care benefits
Generous parental and family leave policies
Volunteer opportunities
Support for employee-led affinity groups representing women, people of color and the LGBTQ+ community
Mental and physical wellness programs
Tuition assistance
A 401(k) savings program with an employer match and more
Company
Point72
Point72 invests in multiple asset classes and strategies worldwide.
1001-5000 employees
H1B Sponsorship
Point72 has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (64)
2024 (42)
2023 (48)
2022 (35)
2021 (42)
2020 (34)
Funding
Current Stage
Late StageTotal Funding
$45.17M2012-06-15Series Unknown· $45.17M
Leadership Team
Nanssia Fragoudaki
Chief Operating Officer for Technology
S
Sam Wadhams
Vice President
Recent News
2025-12-29
2025-12-29
Business Insider
2025-12-22
Company data provided by crunchbase