Tax Specialist at Bracebridge Capital

Boston, Massachusetts, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Investment Funds, Fixed IncomeIndustries

Requirements

BA degree in accounting or CPA, MST or working towards a CPA or MST preferred
A minimum of 3-5 years financial services experience with exposure to the taxation of financial products and hedge/mutual funds or investment companies
Knowledge of fixed income securities, derivatives and complex financial instruments
Proficient with software, including advanced MS Excel
Knowledge of Total Return accounting system (an SS&C Globe-Op platform), Brightline, K1x, Alteryx, and/or Workday are a plus
Strong analytical and organizational skills
Excellent communication and interpersonal skills in order to work with a diverse group of internal and external resources, in a challenging, fast-paced setting

Responsibilities

Computations of partnership taxable income, partnership book and tax allocations, tax estimates, Schedule K-1s and tax returns
Forms 926, 8621, 8858, 8865, 8886, 5471, and W-8 as well as any other required tax filings
ASC 740 Uncertain Tax Position
Monthly NRA Withholding
The month-end close process and production of reconciliations related to balance sheet and income statement accounts
Analyze and identify book-to-tax differences including wash sales, PFICs, bond bifurcation, and accretion/amortization of discount/premium
Document tax and accounting policies
Assess and evaluate reporting processes and systems to ensure they are efficient and effective. Work with internal technical resources to enhance existing processes and develop new systems as required
Additional responsibilities may include researching and implementing operational improvements, ad hoc analysis and special projects

Skills

Partnership Tax

Schedule K-1

Form 926

Form 8621

Form 8858

Form 8865

Form 8886

Form 5471

Form W-8

ASC 740

NRA Withholding

PFIC

Wash Sales

Book-to-Tax Differences

Tax Allocations

Bracebridge Capital

Hedge fund managing global fixed income investments

About Bracebridge Capital

Bracebridge Capital manages over $12 billion in assets, focusing on investment strategies in global fixed income markets. The firm aims for capital preservation and absolute returns while minimizing correlation with equity, interest rate, and foreign exchange markets. Established in 1994, it serves a range of clients including endowments, foundations, pension funds, and high-net-worth individuals. With around 140 employees in Boston, Bracebridge fosters a collaborative culture that values motivated and intellectually curious individuals, emphasizing that its people are its greatest asset.

Boston, MassachusettsHeadquarters

1994Year Founded

VENTURE_UNKNOWNCompany Stage

Quantitative Finance, Financial ServicesIndustries

51-200Employees

Risks

High volatility in Bitcoin ETFs poses a risk to Bracebridge's investments.

Reputational risk from Bitcoin ETFs due to regulatory scrutiny and public perception.

Market risk from Clean Earth Acquisitions investment due to acquisition company volatility.

Differentiation

Bracebridge Capital focuses on non-correlated investment strategies for capital preservation.

The firm has a strong presence in global fixed income markets since 1994.

Bracebridge's entrepreneurial culture attracts motivated and intellectually curious individuals.

Upsides

Rising interest in ESG investing aligns with Bracebridge's Clean Earth Acquisitions stake.

Significant investments in Bitcoin ETFs tap into the growing digital asset market.

Institutional investors' demand for diversification benefits Bracebridge's non-correlated strategies.

Land your dream remote job 3x faster with AI

Try Jobo Free