Tax Accountant - Family Office jobs in United States
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PDT Partners · 3 weeks ago

Tax Accountant - Family Office

positionNew York, NY
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$140K/yr - $200K/yr
date4+ years exp

PDT Partners is a quantitative investment manager seeking an analytical and detail-oriented Tax Accountant to join their Family Office team. The role involves collaborating with partners on tax compliance, estate planning, and financial management within the hedge fund industry.

Software Engineering
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Growth Opportunities
Hiring Manager
Kelly Moore
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Responsibilities

Partner tax compliance
Preparation of tax returns for federal, state and local jurisdictions
Filing of estimated payments during the year
Associated entity compliance
Preparation of trust, LLC, partnership, and tax-exempt entity tax returns for federal, state and local jurisdictions
Tax, estate, and cash flow planning and ad hoc advice for partners, employees, and internal investors
Preparation of closely-held entity financial statements and booking of monthly transactions
Assistance with the production of partner-specific financial statements and cash flow schedules to assist with associated planning
Involvement in tax planning and research at the management company level (e.g., sales and use tax, Federal and state audits, state apportionment and nexus thresholds, and R&D credit analyses)
Review of the Automatic Exchange of Information (“AEOI”) annual filings for all applicable jurisdictions
Stay current and provide updates on the changing tax rules in the US and applicable foreign jurisdictions

Qualification

Tax accounting experienceCPAEA certificationExcel proficiencyQuickBooks familiarityProcess improvement orientationOrganizational skillsProblem-solving skills

Required

4-8+ years of tax accounting experience - hedge fund experience not required
Highly-proficient in Excel, and familiarity with other database applications
Strong organizational and execution skills
Analytically-inclined and keenly interested in problem-solving
Process and improvement-oriented
Familiarity with QuickBooks or similar accounting software

Preferred

CPA or EA preferred

Company

PDT Partners

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PDT Partners is a global investment manager.
dateFounded in 1993
location
New York, New York, USA
people-size51-200 employees
web-link
https://www.pdtpartners.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Maxwell Dietz
Vice President
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Company data provided by crunchbase