Tax Manager/Tax Director

Responsibilities

• Tax Compliance and Monitoring
• Develop tax strategies and policies that help maintain compliance with applicable tax laws
• Monitor current and impending changes to tax regulation (e.g., changes to Section 174 or Self-employment tax rules) and make appropriate updates to our policies and strategies
• Regularly review and reassess the firm's tax framework to ensure alignment with evolving regulatory and business needs
• Tax Research
• Conduct research on complex tax issues that impact Voleon funds and management companies, including nuances of Subchapter K and partnership taxation, employment tax, and regulations in both US and international jurisdictions
• Evaluate the tax implications of expanding into new markets and launching new products
• Advisory and Planning
• Actively participate in the planning and implementation of new products by bringing in a strategic tax perspective into the design process
• Deliver tax advice to cross-functional teams including legal, finance, fund accounting, operations, investor relations, business strategy, and senior leadership
• Tax Filings Review
• Review and approve tax paperwork prepared by external vendors or internal teams, including Schedules K-1, K-2, and K-3 and 20+ partnership returns across 10+ states 
• Manage Voleon's relationships with external tax advisors and relevant tax authorities

Requirements

• 5+ years of tax experience required.
• Certified Public Accountant (CPA) certification is required.
• Previous experience in tax work for quantitative hedge funds is a plus.
• International tax experience is a plus.
• A strong understanding of technical tax issues related to quant hedge funds and the ability to apply that knowledge to practical, often ambiguous, business situations.
• The ability to research complex tax issues involving trading different financial instruments globally.
• Experience preparing and reviewing Schedules K-1, K-2, and K-3 and Form 1065 partnership returns for funds and investors both onshore and offshore, and managing registration of funds in different jurisdictions including state, federal and international is a plus.
• Experience preparing tax election forms including 475(f) and 8832 and what to elect given different account structures is a plus.
• Familiarity with the 871m withholding tax regime and qualified indices is a plus.
• Bachelor's and/or advanced degree in Accounting, Taxation, Finance, or related fields.