Head of Tax

Summary

Join Voleon, a leading technology company in finance, as their Head of Tax. Reporting directly to the CFO or GC, you will be a pivotal player in shaping and implementing the firm's tax strategy. Collaborate with senior leaders and cross-functional teams on tax-related initiatives, including research, planning, compliance, and monitoring. You will oversee tax work at both corporate and fund levels, manage relationships with external advisors, and ensure compliance with all applicable tax laws. Voleon offers a competitive compensation and benefits package, including a collegial work environment and various perks.

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
• Bachelor's and/or advanced degree in Accounting, Taxation, Law, Finance, or related fields

Responsibilities

• 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
• 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
• 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
• 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

Preferred Qualifications

• A good understanding of the 871m withholding tax regime and qualified indices is preferred
• International tax experience is preferred

Benefits

• Medical, dental and vision coverage
• Life and AD&D insurance
• 20 days of paid time off
• 9 sick days
• A 401(k) plan with a company match