Tax Analyst at Verition Fund Management

New York, New York, United States

Verition Fund Management Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Asset Management, Finance, Investment ManagementIndustries

Requirements

  • Bachelor’s degree in accounting, finance, or a related field
  • 1 - 3 years of relevant tax compliance or accounting experience; in-house or public accounting background acceptable
  • Strong, working knowledge of Foreign and U.S. income tax compliance processes
  • Exceptional attention to detail and organizational skills
  • Ability to work independently while maintaining close coordination with team members
  • Proficiency in Microsoft Excel and familiarity with accounting or tax software systems
  • Demonstrated reliability and consistency in managing recurring compliance cycles
  • Interest in long-term stability within a well-defined role
  • Professional demeanor and discretion in handling confidential information
  • Reflection of SFM core values: Smart risk-taking, Owner’s Mindset, Teamwork, Humility, Integrity

Responsibilities

  • Prepare and coordinate federal, state, and local tax filings in accordance with established schedules and procedures
  • Maintain detailed tax workpapers, schedules, and supporting documentation to ensure accuracy and audit readiness
  • Gather and organize financial and operational data from internal departments and external service providers
  • Monitor and manage tax calendars and assist tax department with notices, and correspondence with taxing authorities
  • Maintain process documentation and support ongoing compliance initiatives
  • Provide administrative support to the Tax Department, including tracking deliverables, maintaining records, and managing communications
  • Support implementation and maintenance of tax compliance systems and related technology tools

Skills

Key technologies and capabilities for this role

tax filingsfederal taxstate taxlocal taxtax workpaperstax schedulesfinancial dataoperational datatax calendarsaudit readiness

Questions & Answers

Common questions about this position

What experience is required for the Tax Analyst position?

Candidates need a Bachelor’s degree in accounting, finance, or a related field, along with 1-3 years of relevant tax compliance or accounting experience, either in-house or public accounting.

What key skills are needed for this role?

The role requires strong working knowledge of Foreign and U.S. income tax compliance processes, exceptional attention to detail and organizational skills, proficiency in Microsoft Excel, and familiarity with accounting or tax software systems.

What is the company culture like at SFM?

SFM fosters an ownership mindset, encouraging professionals to challenge the status quo, innovate, take initiative, and engage in continuous growth through constructive debate, while prioritizing development and cross-team collaboration.

Is this Tax Analyst role remote or office-based?

This information is not specified in the job description.

What makes a strong candidate for the Tax Analyst position?

Strong candidates demonstrate the ability to work independently while coordinating with team members, reliability and consistency in managing compliance cycles, and interest in long-term stability.

Verition Fund Management

Multi-strategy hedge fund for investments

About Verition Fund Management

Verition Fund Management is a hedge fund that employs multiple investment strategies to manage assets for institutional investors, such as pension funds and high-net-worth individuals. The firm focuses on various strategies including Credit, Fixed Income Macro, Convertible Volatility Arbitrage, Event Driven, Equity Long Short Capital Markets, and Quantitative Strategies. Their approach involves dynamic capital allocation, allowing them to adapt to changing market conditions and aim for absolute returns. Verition differentiates itself from competitors through its collaborative work environment and a strong emphasis on risk management, utilizing both internal and external analyses to maintain disciplined investment practices. The company's goal is to generate positive returns for its clients while fostering a culture of creativity and cooperation among its team.

Greenwich, ConnecticutHeadquarters
2008Year Founded
$1,397.3MTotal Funding
VENTURE_UNKNOWNCompany Stage
Quantitative Finance, Financial ServicesIndustries
51-200Employees

Benefits

Remote Work Options

Risks

Emerging hedge funds using AI may outperform Verition's traditional strategies.
Regulatory scrutiny could impact Verition's fee structures and transparency requirements.
Geopolitical tensions may disrupt Verition's fixed income and equity investment strategies.

Differentiation

Verition employs a multi-strategy approach, offering diverse global investment strategies.
The firm has a collaborative environment fostering creative investment ideas.
Verition's sophisticated risk management ensures disciplined investment practices.

Upsides

Verition benefits from increased interest in ESG investing for sustainable investment strategies.
AI-driven trading platforms enhance Verition's quantitative strategies and risk management.
Alternative data sources provide Verition unique insights for competitive market predictions.

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