The Role
We are seeking a highly qualified Tax Accountant to join our Tax team. The Tax team is responsible for tax planning and reporting as it relates to the funds, the management companies, and the family office. The tax team interacts with various groups within the firm on a regular basis as well as with external parties such as: investors, managers, fund administrator, and other service providers. The candidate should bring a strong sense of personal responsibility and ownership of assigned projects and tasks.
What you’ll do
The Tax Accountant will handle day-to-day tax responsibilities and report directly to the Co-Head of Global Tax. This person will assist in preparation of various tax computations and work papers for partnership tax filings. The Tax Accountant will interact with external tax service providers and review partnership tax compliance prepared by outside tax advisors, including estimates of partnership taxable income items and U.S. tax withholdings for foreign investors. The Tax Accountant will respond to requests and notices from various taxing authorities, coordinate and prepare ASC 740 analyses for the funds, and research the tax treatment of complex financial instruments and corporate actions. This person may also assist in estate planning and tax-matters for the family-office side and will help with ad-hoc assignments and special projects.
What you’ll bring
What you need:
- Bachelor’s degree in Accounting
- Strong working knowledge of Excel (e.g. pivot tables, v and h lookups, index match, etc.)
- 3-5 years of relevant work experience (hedge fund/partnership tax) preferably including:
- Calculating taxable income
- Partnership tax allocations
- US Tax Return Filings (1065, 1120F, 8858, 8865, 5471, 7004, 1042 etc.)
- FATCA/CRS Filing and Review
- Securities tax analysis including dividend analysis, corporate actions and cross border transactions
- Attention to detail with a strong work ethic and team-focused attitude
- Ability to quickly adapt to frequent changes in the business operating environment
- High organization skills and self-motivation
- CPA Preferred
We’d love if you had:
- A mix of public and private tax experience
- Master’s in Tax or Accounting
- Meaningful experience in leveraging technology to improve the tax process
Who we are
Schonfeld Strategic Advisors is a global multi-strategy, multi-manager investment platform that harnesses the transformative power of people to perform in all market environments. Our dynamic culture inspires better outcomes for our team, our investors, and our partners. We aim to consistently deliver risk-adjusted returns, with people driving performance.
We specialize in four core strategies: Quantitative Trading, Fundamental Equity, Tactical Trading, and Discretionary Macro & Fixed Income. We capitalize on inefficiencies and opportunities within the markets, drawing from a significant investment in proprietary technology, infrastructure, and risk analytics.
We invest through internal portfolio managers and external partner funds, pursuing alignment among investors, investment professionals, and the firm. Our footprint spans 7 countries and 19 offices.
Our Culture
Talent is our strategy. We believe our success is because of our people, so putting our talent above all else is our top priority. We are teamwork-oriented, and collaborative, and encourage ideas—at all levels—to be shared. As an organization committed to investing in our people, we provide learning & educational offerings and opportunities to make an impact.
We foster a sense of belonging among all of our employees with Diversity, Equity, and Inclusion at the forefront of this mission. Our employees value diversity across identity, thought, people, and perspective which serves as the foundation of our culture. As a firm, we are committed to creating a hiring process that is fair, welcoming, and supportive.
The base pay for this role is expected to be between $110,000 and $130,000. The expected base pay range is based on information at the time this post was generated. This role may also be eligible for other forms of compensation such as a performance bonus and a competitive benefits package. Actual compensation for the successful candidate will be determined based on a variety of factors such as skills, qualifications, and experience.
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Top Skills
What We Do
Schonfeld Strategic Advisors is a global multi-manager platform that invests its capital with Internal and Partner portfolio managers, primarily on an exclusive or semi-exclusive basis, across quantitative, fundamental equity and tactical trading strategies. We have created a unique structure to provide global portfolio managers with autonomy, flexibility and support to best enable them to maximize the value of their businesses.
Over the last 30+ years, Schonfeld has successfully capitalized on inefficiencies and opportunities within the equity markets. We have developed and invested heavily in proprietary technology, infrastructure and risk analytics. Our portfolio exposure has expanded across the Americas, Europe and Asia as well as multiple asset classes and products. We look for ways to align the interests of investors, investment professionals and the firm, highlighted by the opportunity for investment professionals to co-invest in our funds and their individual strategies.