PDT Partners
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Tax Accountant
role at
PDT Partners
PDT Partners, a quantitative investment manager, seeks an analytical and detail-oriented Tax Accountant to join our Family Office 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.
Base pay range $140,000.00/yr - $200,000.00/yr
Additional compensation types Annual Bonus
Reporting to the Head of Tax, the Tax Accountant will work within the Family Office Services group. Responsibilities will include working directly with our Partners on various tax compliance, tax and estate planning, accounting and financial management, cashflow and investment management, 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 as well as the varied investment products inherent to the industry.
This is a hybrid position and will require the person to work from our New York City office at minimum 3 days a week.
PDT Partners has a 30+ year track 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.
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 of trust, LLC, partnership, and tax-exempt entity tax returns for federal, state and local jurisdictions
Tax, estate, and cash flow planning and ad hoc advice for partners, employees, and internal investors
Preparation of closely-held entity financial statements and booking of monthly transactions
Assistance with the production of partner-specific financial statements and cash flow schedules to assist with associated planning
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 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
Skills and Experience
4-8+ years of tax accounting experience - hedge fund experience not required
CPA or EA preferred
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
Familiarity with QuickBooks or similar accounting software
The salary range for this role is between $140,000 and $200,000. This range is not inclusive of any potential bonus amounts. Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors.
PRIVACY STATEMENT: For information on ways PDT may collect, use, and process your personal information, please see PDT’s privacy notices.
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Tax Accountant
role at
PDT Partners
PDT Partners, a quantitative investment manager, seeks an analytical and detail-oriented Tax Accountant to join our Family Office 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.
Base pay range $140,000.00/yr - $200,000.00/yr
Additional compensation types Annual Bonus
Reporting to the Head of Tax, the Tax Accountant will work within the Family Office Services group. Responsibilities will include working directly with our Partners on various tax compliance, tax and estate planning, accounting and financial management, cashflow and investment management, 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 as well as the varied investment products inherent to the industry.
This is a hybrid position and will require the person to work from our New York City office at minimum 3 days a week.
PDT Partners has a 30+ year track 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.
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 of trust, LLC, partnership, and tax-exempt entity tax returns for federal, state and local jurisdictions
Tax, estate, and cash flow planning and ad hoc advice for partners, employees, and internal investors
Preparation of closely-held entity financial statements and booking of monthly transactions
Assistance with the production of partner-specific financial statements and cash flow schedules to assist with associated planning
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 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
Skills and Experience
4-8+ years of tax accounting experience - hedge fund experience not required
CPA or EA preferred
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
Familiarity with QuickBooks or similar accounting software
The salary range for this role is between $140,000 and $200,000. This range is not inclusive of any potential bonus amounts. Factors that may impact the agreed upon salary within the range for a particular candidate include years of experience, level of education obtained, skill set, and other external factors.
PRIVACY STATEMENT: For information on ways PDT may collect, use, and process your personal information, please see PDT’s privacy notices.
#J-18808-Ljbffr