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.

Responsibilities:

  • 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

Qualifications:           

  • 10+ years of tax accounting experience - hedge fund experience not required
  • CPA
  • Highly-proficient in Excel, and familiarity with other database applications
  • Strong organizational and execution skills
  • Analytically-inclined and keenly interested in problem-solving
  • Process and improvement-oriented

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