Director of Tax and Accounting

We are looking for a Director of Tax and Accounting to work with the Firm’s Chief Operating Officer on all tax and accounting functions. This is a new role we’re creating because of the Firm’s growth.

The Director of Tax and Accounting will be responsible for:

  • Managing the tax compliance for all private trading funds, GP and management company entities, and the partners of the Firm
  • Coordinating with external tax advisors to ensure timely issuance and filing of K-1s, 1099s,1042s, tax returns and other tax documents
  • Maintaining all books and records and overseeing the monthly closing process of the general-partner and management-company entities
  • Maintaining shadow tax books for the funds managed by the Firm
  • Planning, overseeing, and executing the Firm’s strategic tax initiatives
  • Preparing responses to ad hoc investor requests
  • Working with the operations team members on process enhancements
  • Conducting periodic reviews of fund documents

​Traits we are looking for:

  • Strong multitasking, organizational, and process-management skills
  • Intrinsic grit, perseverance, sense of ownership, drive, and a will to win
  • “Doer+ Thinker” with a bias towards action and a willingness to roll up your sleeves and get things done, while also taking a step back to think strategically
  • First principles-minded and creative problem solver, without anchoring on conventional wisdom or “how things are done in the industry"
  • Effective written and oral communications skills; in particular, an ability to synthesize large amounts of facts and data in a succinct, thoughtful, coherent, and structured manner
  • Intellectual curiosity and genuine passion for learning
  • Strong relationship-building and relationship-management skills, and a passion for serving others and helping others be successful
  • Flexibility and willingness to fit into and contribute to a small team, uphold and build upon its culture and values, and work towards common goals; instinctive and generous sharer of knowledge; empathetic and active listener whom others feel safe opening up to and get motivated speaking with
  • Patience, especially the ability to think and act long term

We will consider candidates with the following qualifications, skillsets, and experience:​

  • Finance, accounting or related business degree or equivalent work experience, and a CPA qualification
  • 7-15 years of experience with investment partnership tax at a public accounting firm (Big Four or mid-sized firms),investment partnership, or family office
  • Experience with international equity and derivatives (total return swaps and credit default swaps)
  • Extensive working knowledge of Microsoft Office suite (especially Excel), Bloomberg, and QuickBooks
​Please send your resume and cover letter to the email address below, with the position you are applying for in the subject line:
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