The Role
As Head of Tax, you will develop and implement the firm's tax strategy, oversee tax compliance, conduct research on tax issues, and manage external tax advisor relationships. Your role will involve evaluating tax processes, identifying cost-saving opportunities, and advising on tax implications related to new products and market expansions.
Summary Generated by Built In
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the frontier of applying AI/ML to investment management. We have become a multibillion-dollar asset manager, and we have ambitious goals for the future.
Your colleagues will include internationally recognized experts in artificial intelligence and machine learning research as well as highly experienced finance and technology professionals. The people who shape our company come from other backgrounds, including concert music performances, humanitarian aid, opera singing, sports writing, and BMX racing. You will be part of a team that loves to succeed together.
In addition to our enriching and collegial working environment, we offer highly competitive compensation and benefits packages, technology talks by our experts, a beautiful modern office, daily catered lunches, and more.
As Head of Tax, you will report directly to our CFO or our GC and will work closely with our CEO, COO, CFO, GC, and other senior leaders on tax-related initiatives within our firm. This role is a means to make a difference: you will play a pivotal role in strategically crafting the firm's tax strategy and driving its implementation. You will collaborate with a talented, accomplished, and experienced group of colleagues from a variety of functions to help shape the future of the firm and work with talented outside tax professionals. As the primary authority on tax matters within our firm, you will oversee both corporate- and fund-level tax work and focus on research, planning, strategy, and implementation.
Responsibilities
- Strategy Leader, Advisory and Planning
- Evaluate current tax processes at the firm, and those related to potential new businesses. Propose overall tax strategies to senior leaders and build out those strategies and their corresponding processes and controls
- Assess tax risks, identify cost-saving opportunities, and demonstrate good judgment in counseling and structuring
- Deliver tax advice on key issues (e.g., Section 174 and self-employment tax) to cross-functional teams including legal, finance, fund accounting, operations, investor relations, business strategy, and senior leaders
- Actively participate in the tax planning of new products, trading new jurisdictions, and an expanded corporate and employee footprint
- Oversee Voleon's relationships with external tax advisors and relevant tax authorities
- Tax Research
- Conduct research on complex tax issues that impact Voleon’s funds and management companies, including nuances of Subchapter K and partnership taxation, employment tax, and regulations in both US and international jurisdictions
- Evaluate the tax implications of expanding into new markets and launching new products and advise on the structuring of the above
- Tax Compliance and Monitoring
- Ensure compliance with all applicable tax laws and create appropriate processes and controls to monitor adherence thereto
- Remain current on tax law changes, an evolving regulatory environment, and business needs in order to proactively reassess (and adjust as need be) the firm's tax framework
- Tax Filings Review
- Review and approve tax paperwork prepared by external vendors or internal teams, including Schedules K-1, K-2, and K-3 and 20+ partnership returns across 10+ states
Requirements
- 15+ years of tax experience gained from working with an accounting firm, law firm, tax advisory firm, or within the financial services or asset management industry
- Certified Public Accountant (CPA) certification is required, and a J.D. degree is a plus
- A strong understanding of technical tax issues related to hedge funds and ability to strategically and creatively apply that knowledge to practical, often ambiguous, business situations
- Experience preparing and reviewing Schedules K-1, K-2, and K-3 and Form 1065 partnership returns for funds and investors both onshore and offshore
- Experience preparing and determining elections for tax forms including 475(f) and 8832
- A good understanding of the 871m withholding tax regime and qualified indices is preferred
- International tax experience is preferred
- Bachelor's and/or advanced degree in Accounting, Taxation, Law, Finance, or related fields
The base salary range for this position is $250,000 to $300,000 in the location(s) of this posting. Individual salaries are determined through a variety of factors, including, but not limited to, education, experience, knowledge, skills, and geography. Base salary does not include other forms of total compensation such as bonus compensation and other benefits. Our benefits package includes medical, dental and vision coverage, life and AD&D insurance, 20 days of paid time off, 9 sick days, and a 401(k) plan with a company match.
“Friends of Voleon” Candidate Referral Program
If you have a great candidate in mind for this role and would like to have the potential to earn $15,000 if your referred candidate is successfully hired and employed by The Voleon Group, please use this form to submit your referral. For more details regarding eligibility, terms and conditions please make sure to review the Voleon Referral Bonus Program.
Equal Opportunity Employer
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.
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Top Skills
AI
Finance
Machine Learning
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The Company
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.
