Head of Tax - The Voleon Group : Job Details

Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For more than a decade, 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 ofTax, you will report directly to our CFO or our GC and will work closely with our CEO, COO, CFO, GC, and other senior leaders ontax-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'staxstrategy 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 outsidetaxprofessionals. As the primary authority ontaxmatters within our firm, you will oversee both corporate- and fund-leveltaxwork and focus on research, planning, strategy, and implementation.

• Strategy Leader, Advisory and Planning
• Evaluate currenttaxprocesses at the firm, and those related to potential new businesses. Propose overalltaxstrategies to senior leaders and build out those strategies and their corresponding processes and controls
• Assesstaxrisks, identify cost-saving opportunities, and demonstrate good judgment in counseling and structuring
• Delivertaxadvice on key issues (e.g., Section 174 and self-employmenttax) to cross-functional teams including legal, finance, fund accounting, operations, investor relations, business strategy, and senior leaders
• Actively participate in thetaxplanning of new products, trading new jurisdictions, and an expanded corporate and employee footprint
• Oversee Voleon's relationships with externaltaxadvisors and relevanttaxauthorities

• TaxResearch
• Conduct research on complextaxissues that impact Voleon's funds and management companies, including nuances of Subchapter K and partnership taxation, employmenttax, and regulations in both US and international jurisdictions
• Evaluate thetaximplications of expanding into new markets and launching new products and advise on the structuring of the above

• TaxCompliance and Monitoring
• Ensure compliance with all applicabletaxlaws and create appropriate processes and controls to monitor adherence thereto
• Remain current ontaxlawchanges, an evolving regulatory environment, and business needs in order to proactively reassess (and adjust as need be) the firm'staxframework

• TaxFilings Review
• Review and approvetaxpaperwork prepared by external vendors or internal teams, including SchedulesK-1,K-2, andK-3and 20+ partnership returns across 10+ states

• 15+ years oftaxexperience gained from working with an accounting firm,lawfirm,taxadvisory 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 technicaltaxissues related tohedge fundsand ability to strategically and creatively apply that knowledge to practical, often ambiguous, business situations
• Experience preparing and reviewing SchedulesK-1,K-2, andK-3andForm 1065partnership returns for funds and investors both onshore and offshore
• Experience preparing and determining elections fortaxforms including 475(f) and 8832
• A good understanding of the 871m withholdingtaxregime and qualified indices is preferred
• Internationaltaxexperience 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 $300,000in 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 $15,000if your referred candidate is successfully hired and employed by The Voleon Group, please use thisformto submit your referral. For more details regarding eligibility, terms and conditions please make sure to review theVoleon 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 federallaw.

Vaccination Requirement

The Voleon Group has implemented a policy requiring all employees who will be entering our worksite, including new hires, to be fully vaccinated with the COVID-19 vaccine. This policy also applies to remote employees, as such employees will be asked to visit our offices from time to time. To the extent permitted by applicablelaw, proof of vaccination will be required as a condition of employment. This policy is part of Voleon's ongoing efforts to ensure the safety and well-being of our employees and community, and to support public health efforts.

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