A Career with Point72’s Tax team

Point72’s Tax team sits at the center of a sophisticated global investment platform, overseeing tax compliance and planning across 30+ hedge funds, 75+ private equity and management companies, high-net-worth individuals, and tax-exempt organizations.

The team partners closely with Big Four accounting firms and leading external advisors to manage the preparation and review of partnership, corporate, individual, international, and state tax filings. Beyond compliance, the group leads tax research, planning initiatives, and firmwide projects, collaborating across the organization to address complex tax issues in a dynamic investment environment.

What you’ll do

In this role, you will be exposed to investment and family office tax matters—spanning hedge funds, private equity, venture capital, management companies, and exempt organizations—within one of the industry’s most sophisticated investment platforms. Specifically, you will:

• Support tax compliance and planning for Point72’s high-net-worth individuals with exposure to related entities, including trusts, foundations, and other family office structures, by preparing and reviewing tax workpapers, estimates, and filings.
• Assist with the preparation and review of tax provisions and supporting schedules used in monthly financial reporting.
• Coordinate with third-party tax providers by preparing supporting schedules, return templates, and documentation to facilitate tax return preparation.
• Leverage Point72’s proprietary allocation and reporting systems to generate tax return templates and supporting workpapers.
• Prepare responses to tax notices and audit inquiries from federal and state taxing authorities.
• Partner with internal teams to address tax reporting and transactional questions, including accounting entries.
• Support tax planning and structuring initiatives led by senior leadership, including preparing materials for senior management.
• Contribute to automation and process improvement initiatives within the tax function.

What’s required

• 7+ years of experience in U.S. taxation, with a focus on high-net-worth individuals.
• Bachelor’s degree in accounting or a related field.
• CPA licensure or roadmap to obtain the designation.
• Experience responding to tax notices and audit inquiries from federal and state taxing authorities.
• Strong analytical and problem-solving skills, including experience reviewing complex financial and tax documentation.
• Advanced Excel skills and the ability to quickly learn new systems and proprietary software.
• Excellent written and verbal communication skills, with the ability to interact effectively with internal teams and external advisors.
• Exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment.
• High attention to detail and a proactive, self-starter mindset.
• Commitment to the highest ethical standards.

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

• 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 LGBT+ community
• Mental and physical wellness programs
• Tuition assistance
• A 401(k) savings program with an employer match and more

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit https://point72.com/.

A Career with Point72’s Tax Team

The Tax team conducts tax research and planning projects, and oversees Point72’s tax compliance for 30+ hedge funds, 75+ private equity and management companies, high net worth individuals, and tax-exempt organizations. The team manages all tax-related projects with external counsel, public accounting firms, and internally within Point72. The Tax team coordinates with Big Four accounting firms to prepare and review partnership, corporate, individual, international, and state returns. The team also invests significantly in technology to help automate its compliance process, and has partnered with the firm’s Tax Technology team to build out its own proprietary tax software system(s).

What You’ll Do

• Advise on tax aspects of private credit transactions, including origination, structuring, workouts, and dispositions.
• Provide guidance on partnership taxation, including Subchapter K, and the tax implications of multi-tranche, cross-border financing structures, with attention to ECI and FIRPTA considerations.
• Research and interpret tax laws and regulations affecting private credit, hedge funds, and high-net-worth individuals.
• Support tax planning and oversee review and execution of returns and related filings.
• Collaborate with the investment team to model tax scenarios and integrate structuring solutions into deal documentation.
• Monitor tax law changes and advise stakeholders on potential impacts and required actions.
• Ensure compliance with U.S. federal, state, and international tax obligations.
• Act as a subject-matter expert and mentor, contributing to team development and tax knowledge sharing.

What’s Required

• Juris Doctor (JD) and admission to a U.S. state bar.
• 7+ years of legal experience in private credit, investment funds, or financial institutions (e.g., law firm, in-house legal team, public accounting firm, or bank).
• Expertise in U.S. federal, state, and international tax law as it applies to investment funds and private credit.
• Deep knowledge of partnership taxation.
• Experience with fund structures, including credit, hedge, and private equity funds.
• Strong understanding of tax issues related to trading across product types (e.g., securities, derivatives).
• Familiarity with state and local tax regimes.
• Exceptional analytical and communication skills, with the ability to explain complex tax concepts to diverse audiences.
• Proven ability to manage projects and collaborate across departments and seniority levels.
• Excellent research, drafting, and attention to detail.
• Self-motivated and adaptable, capable of handling multiple priorities in a fast-paced environment.
• Commitment to the highest ethical standards.

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

• Fully-paid health care benefits
• Generous parental and family leave policies
• Mental and physical wellness programs
• Volunteer opportunities
• Non-profit matching gift program
• Support for employee-led affinity groups representing women, minorities and the LGBTQ+ community
• Tuition assistance
• A 401(k) savings program with an employer match and more

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit https://point72.com/.

The annual base salary range for this role is $250,000-$300,000 (USD) , which does not include discretionary bonus compensation or our comprehensive benefits package. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things.

A Career with Point72’s Tax team

Point72’s Tax team sits at the center of a sophisticated global investment platform, overseeing tax compliance and planning across 30+ hedge funds, 75+ private equity and management companies, high-net-worth individuals, and tax-exempt organizations.

The team partners closely with Big Four accounting firms and leading external advisors to manage the preparation and review of partnership, corporate, individual, international, and state tax filings. Beyond compliance, the group leads tax research, planning initiatives, and firmwide projects, collaborating across the organization to address complex tax issues in a dynamic investment environment.

What you’ll do

As a member of the Private Equity and Venture Capital (PEVC) Tax team, you will focus on fund and investment-level tax matters and deepen your experience in private equity and venture capital taxation. Specifically, you will:

• Assist the PEVC Tax team with all aspects of the tax compliance process including but not limited to operating companies, family partnerships, private equity, and venture capital funds
• Review tax return extensions, federal and state income tax returns, and investor Schedule K‑1s for private equity venture capital funds and related entities, coordinating with external service providers as needed
• Gain exposure to ad‑hoc consulting and analysis on matters such as fund and investment structuring, carried interest, waterfall allocations, partner economics, and transaction-related tax considerations, as required
• Prepare and/or review tax workpapers, with a focus on designing and implementing an automated process
• Collect, review, and draft materials in response to audits conducted by domestic (U.S.), federal and state, and international taxing authorities
• Support the team with tax research and analysis on day‑to‑day issues impacting PE/VC funds and related entities
• Work in a collaborative, roll-up-your-sleeves environment, bringing a sense of urgency and attention to detail to requests and projects
• Assist in automating and enhancing processes related to the preparation and review of tax workpapers, supporting schedules, and forms through the use of Point72’s internal proprietary tax technology and through the build-out and/or integration of new systems

What’s required

• 3–5 years of experience in U.S. taxation, ideally with exposure to partnership taxation and investment funds (private equity, venture capital, hedge funds, or similar)
• Bachelor’s degree in accounting or related field
• Experience with partnership tax concepts, including allocations, capital accounts, investor reporting, and tiered partnership structures
• CPA license or concrete roadmap to obtain licensure
• Proven track record of automation initiatives and focus on advancing technology
• Effective written and oral communication
• Commitment to the highest ethical standards

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

• 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 LGBT+ community
• Mental and physical wellness programs
• Tuition assistance
• A 401(k) savings program with an employer match and more

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit https://point72.com/.

A Career with Point72’s Tax Team

The Tax team conducts tax research and planning projects, and oversees Point72’s tax compliance for 30+ hedge funds, 75+ private equity and management companies, high net worth individuals, and tax-exempt organizations. The team manages all tax-related projects with external counsel, public accounting firms, and internally within Point72. The Tax team coordinates with Big Four accounting firms to prepare and review partnership, corporate, individual, international, and state returns. The team also invests significantly in technology to help automate its compliance process, and has partnered with the firm’s Tax Technology team to build out its own proprietary tax software system(s).

What You’ll Do

You will partner with another tax manager to oversee all aspects of International (non-U.S.) tax return compliance, tax provisions, planning, and automation.  

Specifically, you will:

• Review tax workpapers and returns, with a primary focus on non-U.S. management company tax compliance across the UK, EMEA, and North America.
• Partner with senior legal and operation management teams on tax due diligence, structuring, and ad‑hoc tax inquiries, as required.
• Collaborate with the Accounting team and external tax compliance service providers to compute income tax provisions and deferred tax calculations for all non-U.S. management companies in these jurisdictions.
• Manage the firm’s transfer pricing, country-by-country, and Pillar II compliance, including information gathering and reviewing annual transfer pricing documentation.
• Work with the Tax Technology and Corporate Accounting teams to automate and recommend and process improvements for non-U.S. tax provisions and returns.
• Assist with audits conducted by tax authorities in the above jurisdictions.
• Provide supporting tax expense and supporting information to the U.S. Tax team for U.S. information return filings related to non-U.S. operations, including Forms 8865, 8858, and 5471.
• Assist Vendor Accounting Operations on indirect tax inquiries in non-U.S. jurisdictions.
• Support the Payroll team with global mobility matters, including permanent establishment (PE) exposure for management companies and investment funds.
• Monitor and proactively communicate potential non-U.S. tax law changes and their impact to relevant stakeholders.

What’s Required

• Bachelor’s degree in accounting.
• CPA, CA, ACCA, CTA, CIMA or equivalent certification.
• A minimum of 7 years of work experience in international taxation at a large public accounting firm, ideally with a focus on global operating companies.
• Expertise in UK corporation and partnership income tax return compliance, as well as in one or more additional jurisdictions, including Canada, France, Italy, Poland, UAE.
• Strong project and time management skills.
• Exceptional organizational skills to manage shifting priorities and communicate clearly and frequently with cross-functional teams and superiors.
• Superior problem-solving skills and the ability to operate autonomously in a fast-paced environment.
• Interest in working with technology and automation tools.
• Commitment to the highest ethical standards.

We Take Care of Our People

We invest in our people, their careers, their health, and their well-being. We want you to focus on success while we take care of the rest. When you work here, we provide:

• Private medical and dental insurance.
• 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.
• Non-contributory pension plans and more.

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry’s brightest talent by cultivating an investor-led culture and committing to our people’s long-term growth. For more information, visit www.Point72.com.