Job description
Voleon is a technology company that applies state-of-the-art machine-learning techniques to real-world problems in finance. For more than a decade, we have led our industry and worked at the frontier of applying machine learning to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
Your colleagues will include internationally recognized experts in machine learning research as well as highly experienced technology and finance professionals. The people who shape our company come from other backgrounds, too, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
As Head of Tax, you will report directly to our CFO or our GC and will work closely with our CEO, COO, CFO, GC, and other senior leaders on tax-related initiatives within our firm. This role is a means to make a difference: you will play a pivotal role in strategically crafting the firm’s tax strategy and driving its implementation. You will collaborate with a talented, accomplished, and experienced group of colleagues from a variety of functions to help shape the future of the firm and work with talented outside tax professionals. As the primary authority on tax matters within our firm, you will oversee both corporate- and fund-level tax work and focus on research, planning, strategy, and implementation.
Responsibilities
Strategy Leader, Advisory and Planning
Evaluate current tax processes at the firm, and those related to potential new businesses. Propose overall tax strategies to senior leaders and build out those strategies and their corresponding processes and controls
Assess tax risks, identify cost-saving opportunities, and demonstrate good judgment in counseling and structuring
Deliver tax advice on key issues (e.g., Section 174 and self-employment tax) to cross-functional teams including legal, finance, fund accounting, operations, investor relations, business strategy, and senior leaders
Actively participate in the tax planning of new products, trading new jurisdictions, and an expanded corporate and employee footprint
Oversee Voleon’s relationships with external tax advisors and relevant tax authorities
Tax Research
Conduct research on complex tax issues that impact Voleon’s 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 and advise on the structuring of the above
Tax Compliance and Monitoring
Ensure compliance with all applicable tax laws and create appropriate processes and controls to monitor adherence thereto
Remain current on tax law changes, an evolving regulatory environment, and business needs in order to proactively reassess (and adjust as need be) the firm’s tax framework
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
Requirements
- 15+ years of tax experience gained from working with an accounting firm, law firm, tax advisory firm, or within the financial services or asset management industry
- Certified Public Accountant (CPA) certification is required, and a J.D. degree is a plus
- A strong understanding of technical tax issues related to hedge funds and ability to strategically and creatively apply that knowledge to practical, often ambiguous, business situations
- 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
- Experience preparing and determining elections for tax forms including 475(f) and 8832
- A good understanding of the 871m withholding tax regime and qualified indices is preferred
- International tax experience is preferred
- Bachelor’s and/or advanced degree in Accounting, Taxation, Law, Finance, or related fields
The base salary range for this position is $250,000 to $300,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
“Friends of Voleon” Candidate Referral Program
If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program.
Equal Opportunity Employer
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Vaccination Requirement
The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicable law, proof of vaccination will be required as a condition of employment. This policy is part of Voleon’s ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts.
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