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Millennium Management Corp

Tax Manager, Fund Compliance

Millennium Management Corp, New York

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Tax Manager, Fund Compliance
Principal Responsibilities

  • Manage the overall U.S. tax compliance process for various investment funds, ensuring timely and accurate filings
  • Review (and prepare, as needed) tax returns and related workpapers, including complex tax adjustments such as securities analysis, OID/market discount calculations, and Section 163(j) computations
  • Oversee relationships with external tax advisors, including fee/scope negotiations and feedback conversations
  • Partner with other members of the tax team and other departments to drive automation initiatives and improve tax compliance processes
  • Assist the Financial Reporting team with audit requests, including review of any required tax provisions
  • Manage tax audits for investment entities and respond to inquiries and notices from tax authorities
  • Resolve complex technical tax issues, consult with experts, and prepare well-synthesized findings to management
  • Collaborate with departments such as Accounting, Investor Relations, Operations and Middle Office to provide tax expertise
  • Participate in cross-functional projects to support operations, drive departmental excellence, and foster teamwork
  • Monitor the changing tax landscape and assist with strategic tax planning initiatives, including updates to Senior Management
  • Analyze current and prospective trading products to identify areas of tax risk and assess impact on the U.S. tax compliance process
  • Maintain expertise in key U.S. tax code sections relevant to hedge fund partnership compliance, including but not limited to Sections 475(f), 1256, 897, and 1441-1446
  • Assist with the monitoring of the Firm's FIRPTA/ECI risk and work closely with other departments to resolve, as appropriate
  • Provide support with respect to the review of corporate actions, as needed
  • Flexible approach to meet the changing needs of the Tax Team and Finance Department
Qualifications/Skills Required
  • Approximately 8+ years of hedge or credit fund tax experience, ideally with a mix of public accounting and private funds experience
  • Strong written, verbal, and analytical skills together with excellent interpersonal and client service skills
  • Deep understanding of partnership taxation, financial products, and their tax implications
  • Strong technical proficiency with web applications and MS Office
  • Ability to multitask as well as meet short deadlines in a fast-paced environment
  • Tax analytical modelling experience

The estimated base salary range for this position is $160,000 to $250,000, which is specific to New York and may change in the future. Millennium pays a total compensation package which includes a base salary, discretionary performance bonus, and a comprehensive benefits package. When finalizing an offer, we take into consideration an individual's experience level and the qualifications they bring to the role to formulate a competitive total compensation package.