Responsibilities
- Ownership of assigned funds and legal entities, ensuring full-cycle U.S. tax compliance from data collection to final return filing, including annual withholding tax calculation and payment for U.S. sourced income paid to foreign investors and investor Schedule K-1 reporting, in coordination with internal teams and external advisors.
- Review federal and state tax returns and investor K-1s for multiple funds; provide oversight and quality assurance across all filings.
- Respond to investor tax inquiries, drafting clear, well-written email responses
- Demonstrate strong communication skills, corresponding directly with banks, investors, Big 4 tax advisors, legal counsel, and colleagues across functions.
- Manage ad-hoc tax-related requests from a wide range of stakeholders with accuracy and timeliness.
- Knowledge of hedge fund–related tax matters, including structuring for foreign corporate blockers, analysis and mitigation of UBTI for tax-exempt investors, assessment of ECI exposure, and PFIC/QEF reporting.
- Partner with fund accounting and fund operations teams on recurring accounting processes
- Conduct monthly ASC 740 assessments to determine applicability and ensure proper accounting for income taxes.
- Review PTET tax withholding calculations for distributions within a tight deadline
Requirements
- 4-6 years of experience in roles in or closely related to hedge fund tax compliance and reporting at hedge funds, tax service provider, or fund administrator
- Demonstrated expertise in partnership taxation (Subchapter K) for hedge fund and its related filings
- Deep understanding of IRC provisions applicable to hedge funds
- Clear ability to explain tax issues to both technical and non-technical stakeholders, including investors.
- Solid experience preparing and reviewing the above forms in practice, including handling PFICs, CFCs, and international reporting.
- Proactive in identifying tax planning opportunities while ensuring compliance.
- Experience with both onshore (U.S.) and offshore (Cayman) fund structures.
- Advanced abilities in Microsoft Excel
- Prior Big 4 or top-tier accounting/tax advisory firm experience in asset management tax (preferred)
- Bachelor’s degree in economics, Finance, Accounting, Tax, or a related field
- Authorization to work in the United States
Top Skills
What We Do
Founded in 2007 by two machine learning scientists, The Voleon Group is a quantitative hedge fund headquartered in Berkeley, CA. We are committed to solving large-scale financial prediction problems with statistical machine learning.
The Voleon Group combines an academic research culture with an emphasis on scalable architectures to deliver technology at the forefront of investment management. Many of our employees hold doctorates in statistics, computer science, and mathematics, among other quantitative disciplines.
Voleon's CEO holds a Ph.D. in Computer Science from Stanford and previously founded and led a successful technology startup. Our Chief Investment Officer and Head of Research is Statistics faculty at UC Berkeley, where he earned his Ph.D. Voleon prides itself on cultivating an office environment that fosters creativity, collaboration, and open thinking. We are committed to excellence in all aspects of our research and operations, while maintaining a culture of intellectual curiosity and flexibility.
The Voleon Group is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
