PDT Partners, a quantitative investment manager, seeks an analytical and detail-oriented Tax Accountant to join our tax team. This is a great opportunity to hone existing accounting, analysis, and reporting skills, while diving deeply into the financial operations of a global hedge fund.
Reporting to the Head of Tax, the Tax Accountant will work closely with our Partners on all things tax – preparation, planning, ad-hoc analysis and requests, and special projects. The hedge fund industry itself is complex, so you’ll also get a lot of exposure to the specialized tax laws we encounter.
Why join us? PDT Partners has a stellar 25+ year record and a reputation for excellence. Our goal is to be the best quantitative investment manager in the world—measured by the quality of our products, not their size. PDT’s extremely high employee-retention rate speaks for itself. Our people are intellectually exceptional, and our community is close-knit, down-to-earth, and diverse.
Partner tax compliance
Preparation of tax returns for federal, state and local jurisdictions
Filing of estimated payments during the year
Associated entity compliance
Preparation trust, LLC, and partnership tax returns for federal, state and local jurisdictions
Tax, estate, and cash flow planning and ad hoc advice for partners, employees, and internal investors
Review of Management Company tax returns and Schedules K-1
Involvement in tax planning and research at the management company level (e.g., sales and use tax, Federal and state audits, state apportionment and nexus thresholds, and R&D credit analyses)
Review of all Fund tax returns and Schedules K-1
Review of all investor Schedules K-1 and partnership tax returns prepared by external accounting firms
Review of the Automatic Exchange of Information (“AEOI”) annual filings for all applicable jurisdictions
Stay current and provide updates on the changing tax rules in the US and applicable foreign jurisdictions
Assist the Fund Tax team with wash sale analysis and trade level tax questions
10+ years of tax accounting experience - hedge fund experience not required
Highly-proficient in Excel, and familiarity with other database applications
Strong organizational and execution skills
Analytically-inclined and keenly interested in problem-solving