Summary
Exciting tax opening with a Leading Quant Fund in NYC! The role is newly created and will work on a tight knit team within the Family Office Services group. Responsibilities will include working directly with Partners on various tax compliance, tax and estate planning, accounting and financial management, cashflow and investment management, and special projects.
Company Information:
A New York–based quantitative investment firm with decades of experience, known for its advanced analytical approach and leadership in the global investment landscape.
Job Description:
- Preparation of tax returns for federal, state and local jurisdictions
- 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
- Involvement in tax planning and research
- Stay current and provide updates on the changing tax rules in the US and applicable foreign jurisdictions
Requirements / Qualifications:
- 5+ years of high net worth/individual tax experience
- CPA or EA preferred
- Public and/or private accounting experience
- Highly-proficient in Excel
