US Tax Director

Stamford, CT



  • Manage the US tax compliance process and reporting for the company’s management entities and fund suite.
  • Provide value added tax planning advice on all US tax related aspects of fund and management company structuring and operations.
  • Supervise an internal team of tax professionals as well as an extensive network of external service providers.
  • Secondary review of complex partnership tax returns (Form 1065 and 1120S), Schedule K-1s and tax allocations, prepared both internally and by external accountants
  • Secondary review of realized gain/loss reports, qualified dividend reports and unrealized gain/loss reports.
  • Secondary review of wash sale, constructive sale, 1256 contracts, Sec. 475(f) hedging analysis, straddles, s163(J) calculations, s861 income analysis and various additional tax items specific to hedge funds.
  • Secondary review of interim tax estimates as requested by investor.
  • Secondary review of management company & proprietary entity tax work-papers and tax returns.
  • Secondary review of quarterly partners’ tax estimates and distribution calculations.
  • Secondary review of personal property tax returns, excise tax returns and sales and use tax returns for multiple states and cities.
  • Coordinate with Accounting, Investor Relations, Legal, Trader Ops, HR and other departments to ensure proper and accurate tax reporting.




  • Undergraduate degree in accounting with good academic performance.
  • 10 years minimum financial service experience in public accounting and/or at a hedge fund.
  • Must have extensive expert knowledge of investment fund accounting concepts including capital account maintenance, allocations, withholding tax and treatment of management and incentive fees. Individual tax expertise is a plus.
  • CPA or CPA candidate preferred but not required.




Note: Qualified candidates will be contacted within 2 business days of the application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 9/20/2019
Salary $125,000 - $200,000 + bonus

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