---
title: 'Tax Specialist, Private Credit at Point72'
canonical: 'https://feeny.ai/job/tax-specialist-private-credit-point72-stamford-9sea6wxq5z88'
type: 'job'
last_seen: '2026-09-16'
---

# Tax Specialist, Private Credit at Point72 

- **Company:** Point72 
- **Location:** Stamford, CT
- **Posted:** 2026-07-20
- **Last confirmed live:** 2026-09-16
- **Apply:** https://boards.greenhouse.io/point72/jobs/8639295002?gh_jid=8639295002

## Job description

A Career with Point72's Tax Team

Point72’s Tax team sits at the center of a sophisticated global investment platform, overseeing tax compliance and planning across hedge funds, private equity and management companies, high-net-worth individuals, and tax-exempt organizations.

The team partners closely with Big Four accounting firms and leading external advisors to manage the preparation and review of partnership, corporate, individual, international, and state tax filings. Beyond compliance, the group leads tax research, planning initiatives, and firmwide projects, collaborating across the organization to address complex tax issues in a dynamic investment environment.

## What you'll do

- Lead tax compliance and reporting for Point72’s private credit business, building scalable processes across partnerships, corporations, blockers, and feeders
- Manage and review federal and state tax returns, extensions, investor Schedule K-1s, tax estimates, workpapers, and supporting schedules
- Coordinate and drive cross-functional timelines, data requests, review comments, issue logs, documentation, and internal controls with investment, accounting, legal, investor relations, operations, tax technology teams, and external advisors
- Operationalize tax planning and structuring conclusions into compliance deliverables, reporting templates, data requirements, and review procedures
- Review and analyze book-to-tax adjustments, partnership allocations, capital account movements, withholding for non-U.S. investors, effectively connected income, unrelated business taxable income, original issue discount, market discount, and debt/equity characterization impacts
- Partner with external accounting firms and tax advisors to oversee return preparation, manage quality control, and resolve complex technical issues
- Lead process improvement and tax technology initiatives to automate data gathering, workflows, and compliance reporting
- Mentor and train junior tax staff and provide clear technical guidance on investment-level tax matters
- Communicate tax implications and timelines to senior stakeholders and investment teams, translating technical issues into actionable next steps

## What's required

- 10+ years of U.S. tax experience including significant alternative investment fund tax compliance experience
- Bachelor’s degree in accounting or a related field and an active CPA license
- Demonstrated experience with private credit, private equity, credit fund, or similar asset management tax matters
- Proven experience reviewing partnership and corporate fund tax compliance for blockers, feeders, tiered partnership structures, and complex investment structures
- Strong technical knowledge of partnership allocations, capital accounts, book-to-tax adjustments, investor reporting, Schedule K-1 preparation, tax estimates, and supporting workpapers
- Working knowledge of private credit tax issues including direct lending, loan origination, withholding for non-U.S. investors, effectively connected income, unrelated business taxable income, original issue discount, market discount, and debt/equity characterization impacts
- Experience managing engagements with external accounting firms and tax advisors, including coordination of deliverables and technical reviews
- Proficiency with the Microsoft Office suite and demonstrable experience using tax technology or process automation tools to improve compliance workflows
- Excellent written and oral communication, strong attention to detail, ability to manage competing deadlines across multiple stakeholders, and sound technical judgment with a compliance-focused mindset
- Commitment to the highest ethical standards

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

- Fully-paid health care benefits
- Generous parental and family leave policies
- Volunteer opportunities
- Support for employee-led affinity groups representing women, people of color and the LGBT+ community
- Mental and physical wellness programs
- Tuition assistance
- A 401(k) savings program with an employer match and more

## About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry's brightest talent by cultivating an investor-led culture and committing to our people's long-term growth. For more information, visit https://point72.com/.

## About Point72 

## Company Overview
- **One-liner**: Point72 is a leading global alternative investment firm led by Steven A. Cohen that deploys fundamental equities, systematic, macro, private credit, and venture capital strategies across asset classes and geographies.
- **Entity Type**: Private (Registered Investment Advisor, not publicly traded)
- **Headquarters**: Stamford, Connecticut, United States
- **Founded**: 1992 (founded as SAC Capital; rebranded as Point72 Asset Management in 2018)
- **Founders**: Steven A. Cohen

## Core Business
- **Primary industry**: Alternative investment management / hedge fund
- **Target customers**: Institutional investors, high‑net‑worth individuals (B2B); the firm manages capital on behalf of external investors as well as family capital
- **Mission or purpose statement**: The firm was founded as a place “where talent and ambition meet opportunity,” and it carries that vision forward by empowering people with resources and autonomy to turn great ideas into reality.

## Products & Services
- **Fundamental Equities**: Sector‑aligned, multi‑manager long/short equity investing. The largest strategy by headcount and asset allocation.
- **Cubist Systematic Strategies**: Dozens of discrete teams employing computer‑driven trading strategies across multiple liquid asset classes.
- **Global Macro**: Discretionary investments in developed and emerging markets across fixed income, FX, liquid credit, commodities, and derivatives.
- **Private Credit**: Niche, research‑driven opportunities in asset‑based finance, real estate credit, entrepreneur credit solutions, and investment grade corporate credit.
- **Point72 Ventures**: Global multi‑stage venture capital investing led by a diverse set of domain experts.
- **Point72 Academy**: A training program for undergraduates and early‑career professionals to become fundamental long/short investment analysts.
- **Cubist Quant Academy**: A year‑long rotational program for STEM graduates to launch a career in systematic investing.

## Market Standing
- **Valuation/Market Cap**: Not applicable (private firm). Approximate AUM: **$50.7 billion** (as of April 1, 2026) – [point72.com](https://point72.com/)
- **Key Metric**: Over **3,300 employees** globally; **200+ investing teams**
- **Notable Investors/Partners**: The firm accepts outside capital (raised $5.76B in 2018) but specific lead investors are not publicly named. Notable venture investments are made through Point72 Ventures.
- **Growth Signals**:
  - Continued global expansion (offices in 19 cities across North America, Europe, Asia‑Pacific, and the Middle East).
  - New private credit strategy established; firm’s venture capital and growth operations consolidated under Point72 Private Investments.
  - Point72 Academy placed its 100th graduate on L/S teams by 2020; now a key source of diverse talent.
  - Welcomed its 2026 global intern class.

## Competitive Advantages
- **Multi‑manager, multi‑strategy platform**: Autonomy for individual investing teams with access to central resources, research, and technology.
- **Long track record**: 30+ years of investing experience, evolving from <$20M AUM in 1992 to over $50B.
- **Proprietary research ecosystem**: Market Intelligence team applies AI/ML, quantitative, and qualitative techniques; alternative data sets.
- **Talent development**: The Point72 Academy and Cubist Quant Academy provide structured training and internal mobility, making the firm a long‑term career destination.
- **Global footprint**: 24/7 market perspective and ability to source opportunities and talent worldwide.
- **Strong compliance and ethical foundation**: Rebuilt compliance program after rebranding, emphasizing Mission and Values.

## Strategic Focus
- **Expand investment strategies**: growing systematic, macro, private credit, and venture capital alongside the core fundamental equities business.
- **Deepen global presence**: opening new offices and strengthening existing hubs (e.g., Bengaluru, Taipei, Warsaw).
- **Talent pipeline and diversity**: continued investment in the Academy, early‑career programs, and the Office of Inclusion and Engagement.
- **Technology and data innovation**: applying advanced analytics, AI, and technology to investment research and operations.

## Why Work Here
- **Culture & structure**: Flat, entrepreneurial organization where junior team members can make an immediate impact. Emphasis on mentorship, collaboration, and long‑term development.
- **Work environment**: Premium office spaces with amenities; hybrid/office‑based roles (specific policy varies by role and location). Most roles are based in firm offices.
- **Benefits** (generally include): Exceptional healthcare benefits, generous parental and family leave, supplemental retirement plans with employer match, tuition assistance.
- **Engineering & quant culture**: Cubist offers researchers, developers, and data specialists the chance to work on cutting‑edge problems in financial markets.
- **Growth opportunities**: Internal mobility, leadership development, and a strong track record of promoting from within. The firm invests heavily in learning (Academy, conferences, tuition reimbursement).
- **Community and inclusion**: Affinity groups, volunteer opportunities through Community Matters, and a dedicated Chief Inclusion and Engagement Officer.

## Sources
1. [Point72 Home](https://point72.com/)
2. [Point72 What We Do](https://point72.com/what-we-do/)
3. [Point72 Working Here](https://point72.com/working-here/)
4. [Point72 Students & Early-Career](https://point72.com/students-early-career/)
5. [Point72 Careers](https://careers.point72.com/)
6. [Point72 Fundamental Equities](https://point72.com/fundamental-equities/)
7. [Point72 Global Macro](https://point72.com/global-macro/)
8. [Point72 Cubist](https://point72.com/cubist/)

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