point72

UHNW Tax Specialist, Family Office

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At a Glance

Location
Stamford, Connecticut, United States
Experience
7+ years
Posted
2026-05-06T15:33:25-04:00

Key Requirements

Required Skills

Excel

Certifications

  • CPA

Domain Knowledge

  • Accounting
  • Automation
  • Finance
  • Regulatory

Compensation & 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

Responsibilities

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.

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.

About the Company

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/

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