Tax Manager at Capstone Investment Advisors

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment Management, FinanceIndustries

Requirements

Expertise in tax planning, structuring, and compliance for management companies and funds
Ability to lead tax consulting with external providers and stay updated on legislation
Experience evaluating optimal tax structures and analyzing business impacts of local tax laws
Proficiency in managing relationships with accounting/tax firms for K-1s and global tax filings
Knowledge of complex partnership PNL allocations, deferred compensation, withholding, and transfer pricing
Familiarity with employee/partner tax issues across jurisdictions (e.g., UK salaried member rules, worldwide deferral/clawback)
Competence in tax compliance for multiple jurisdictions: US (state/local, 1042 withholding), UK (corporate tax, P11D, PSA, VAT), Netherlands, Australia, Hong Kong, Italy, Japan
Experience with fund-specific tasks: K-1s, dividend withholding (871m rule), fund structuring (US LP/LLC, Cayman, Irish ICAVs), PPM tax reviews, tax elections, treaty analysis
Ability to research security-specific tax treatments (MLPs, SPACs, REITs) and handle ad hoc analysis
Strong interaction skills with senior personnel, partners, and controllers in a fast-paced global environment

Responsibilities

Lead tax planning, structuring, and compliance for management company and fund accounting
Lead tax consulting calls with external providers, track legislation updates, and brief management
Continuously evaluate optimal tax structures for management company and funds
Lead discussions on new offices/employees in jurisdictions and analyze local tax impacts
Liaise and own relationships with accounting/tax firms for K-1s and global tax filings
Manage complex partnership PNL allocations, deferred compensation, pass-through entity tax, transfer pricing, and employee/partner tax issues (UK salaried member rules, worldwide deferral/clawback)
Stay current on tax legislation and plan responses for firm/funds
Handle all tax compliance: US (state/local: NY, CT, CA, PA, MA, MN, NJ; 1042 withholding), UK (corporate tax, P11D, PSA, VAT), Netherlands (annual filings), Australia (annual/monthly/quarterly), Hong Kong/Italy/Japan (corporate tax/VAT), and additional jurisdictions
Prepare tax estimates as needed
Liaise with partners and their tax providers to optimize tax positions
Perform ad hoc tax analysis
Manage fund K-1s and tax filings
Review dividend withholding tax (871m combination rule, US dividends)
Structure new funds (customized single/multi-investor: US LP/LLC, Cayman exempted companies/LPs, Irish ICAVs)
Review tax sections of PPMs
Analyze tax elections (e.g., 475) and tax treaties for foreign investors
Research tax treatments and answer portfolio managers' questions on securities (MLPs, SPACs, REITs)
Explore tax considerations for onboarding new portfolio managers/pods

Skills

Tax Planning

Tax Compliance

Tax Structuring

Fund Accounting

Tax Consulting

Legislation Updates

Tax Strategy

Capstone Investment Advisors

Global derivatives, volatility investment management

About Capstone Investment Advisors

Capstone is a global, alternative investment management firm specializing in derivatives-based strategies and volatility, leveraging advanced technology to anticipate and harness the complexities of world markets.

7 World Trade Center 32nd Floor, New York, NY 10007, USAHeadquarters

2004Year Founded

VENTURE_UNKNOWNCompany Stage

Venture CapitalIndustries

201-500Employees