The Voleon Group · 2 months ago
Head of Tax
United States
Full-time
Remote
Director/Executive
$250K/yr - $300K/yr
15+ years expThe Voleon Group is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. As Head of Tax, you will play a pivotal role in crafting and implementing the firm's tax strategy while collaborating with senior leaders and external tax professionals.
Financial ServicesVenture Capital
Responsibilities
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
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
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
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
Qualification
Required
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
Bachelor's and/or advanced degree in Accounting, Taxation, Law, Finance, or related fields
Preferred
A good understanding of the 871m withholding tax regime and qualified indices is preferred
International tax experience is preferred
Benefits
Medical, dental and vision coverage
Life and AD&D insurance
20 days of paid time off
9 sick days
401(k) plan with a company match
Company
The Voleon Group
The Voleon Group is a family of companies committed to the development & deployment of cutting-edge technologies in investment management.
201-500 employees
H1B Sponsorship
The Voleon Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (3)
2022 (4)
2021 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Jon McAuliffe
Chief Investment Officer and Co-founder
Prem Gopalan
Chief Technology Officer
Company data provided by crunchbase