Tax Specialist, Private Credit

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 hedge funds, 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

Lead tax compliance and reporting for Point72’s private credit business, building scalable processes across partnerships, corporations, blockers, and feeders Manage and review federal and state tax returns, extensions, investor Schedule K-1s, tax estimates, workpapers, and supporting schedules Coordinate and drive cross-functional timelines, data requests, review comments, issue logs, documentation, and internal controls with investment, accounting, legal, investor relations, operations, tax technology teams, and external advisors Operationalize tax planning and structuring conclusions into compliance deliverables, reporting templates, data

Requirements

S. S. S.

investors, effectively connected income, unrelated business taxable income, original issue discount, market discount, and debt/equity characterization impacts Experience managing engagements with external accounting firms and tax advisors, including coordination of deliverables and technical reviews Proficiency with the Microsoft Office suite and demonstrable experience using tax technology or process automation tools to improve compliance workflows Excellent written and oral communication, strong attention to detail, ability to manage competing deadlines across multiple stakeholders, and sound technical judgment with a compliance-focused 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.

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 phys