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Tax Manager

New York, New York

We see the world differently at Capstone Investment Advisors. You will, too.

Capstone Investment Advisors, LLC (“Capstone”) is a global asset manager, dedicated to exploring alpha opportunities in derivatives and complementary strategies that persist across market cycles. With approximately $11.0 billion of AUM (as of July 1, 2025) and 326 employees, Capstone is headquartered in New York with offices in London, Amsterdam, Stamford, Los Angeles, Boston, Hong Kong, Tokyo, Milan, Texas, and Maryland. Since 2004, through strategic insight, market-leading expertise, and advanced technology, we have sought to anticipate and harness the complexities of world markets, creating unique opportunities for our clients, team, and industry.

With our sophisticated, global client base, we recognize that our success is deeply connected to real people. For that reason, we take a human approach to everything we do, focusing largely on collaborative performance. Our workflow and process are built around the belief that by sharing ideas, we achieve greater outcomes. This gives you greater access to resources, direct exposure to senior leadership, and new opportunities to experiment and innovate.

Overview:

Capstone Investment Advisors is looking to hire a Tax Manager to join the finance team in a growing, fast-paced environment that presents significant learning opportunities and interaction with senior personnel. This hire will be responsible for all aspects of tax, including setting tax strategy for the firm.  This position will report to the CFO and will work extensively with both the management company and fund controllers.

Responsibilities:

Responsible for all tax planning, structuring and compliance for both the management company and fund accounting functions:

Management Company

  • Lead tax consulting calls with external providers, including staying on top of legislation updates and briefing management on impacts and suggested responses
  • Continuous evaluation of optimal tax structures for both the management company and the funds
  • Lead calls regarding potential offices/employees in new jurisdictions. Prepare analysis of business impact of local tax laws
  • Liaise and own the relationship with accounting/tax firms for K-1s and tax filings for all global entities
  • Manage complex partnership PNL allocations
  • Deferred compensation arrangements
  • Administer withholding and remittance of Pass-through entity tax
  • Transfer pricing for all global entities
  • Employee/partner related tax issues:
    • UK: salaried member rules, etc.
    • Worldwide deferral/clawback structures
  • Stay up to speed on current tax legislation to determine impact on the firm/funds and plan accordingly
  • Responsible for all tax compliance:
    • US: State and local: NY, CT, CA, PA, MA, MN, NJ, 1042 withholding
    • UK: Corporate tax filings, P11D, PSA, VAT
    • Netherlands: Annual Tax Filings
    • Australia: Annual Tax filings, Monthly/Quarterly Reporting
    • Hong Kong: Corporate tax filings
    • Italy: Corporate tax filings, VAT
    • Japan: Corporate tax filings
    • Additional jurisdictions as they are added
  • Tax estimates as needed
  • Liaise with the firm’s partners and their tax providers to ensure we are optimizing their tax picture by keeping them up to speed on changes at the firm
  • Ad hoc analysis as necessary

 

Fund

  • K-1s and tax filings for all entities
  • Dividend withholding tax – review for 871m combination rule withholding as well as US dividend withholding
  • Fund structuring for new fund launches (customized fund of ones for single investor vehicles as well as multi-investor vehicles) including US (LP, LLC), Cayman (exempted companies and LPs) and Irish (ICAVs) entities
  • Review of tax section of PPMs for above
  • Tax election analysis (e.g. 475 elections) and tax treaty analysis for foreign investors
  • Research tax treatment and field tax questions from portfolio managers regarding security specific tax questions including MLPs, SPACs, REITs, etc.
  • Explore tax considerations when onboarding new portfolio managers/pods as well as sign-off on new product approvals as it relates to tax treatment, including emerging markets
  • ASC 740 analysis for the fund’s annual audit
  • Ad hoc analysis as necessary

Our Future Colleague Has These Skills:

  • 7-12 years of experience with a hedge fund or other alternative investment advisor/real estate advisor is preferred; Tax experience is a must
  • Self-starter who can drive the tax function and strategy
  • Knowledge of hedge fund manager structures (manager vs. GP entities) as well as fund structures (e.g. master-feeder, single investor) required
  • Understanding of partnership taxation including experience with tax allocations is strongly preferred
  • Ability to work independently and self-educate on key tax topics strongly preferred
  • B.S. in Accounting or Finance, CPA certification is a plus

Do you possess these Bonus Skills:.

  • Intellectual curiosity, the openness to share ideas, humility, the highest ethical standards and a desire to excel are a few of the traits that it takes to thrive and be your best self at Capstone.
  • To thrive at Capstone, a keen curiosity about technology and artificial intelligence is essential, as we continually drive innovation and enhance our strategic capabilities.

 

Benefits & Compensation Information:

Our team is our most important asset and investment. We value and respect our colleagues and their well-being inside and outside the workplace and our culture reflects this.  We offer a robust and competitive benefits program to ensure the well-being of our colleagues.

Some benefits included in this role are:

  • Training and development opportunities
  • Robust Wellness Resources: Physical, Mental and Financial
  • Time-Off, Retirement and Commuter Benefits
  • Gym Reimbursement and other Discounts

The applicable base salary range for this role is $150,000- $185,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

In addition to base compensation, this role is eligible for an annual incentive plan.

To learn even more about being part of the team, visit us online: Careers - Capstone (capstoneco.com)

Don’t forget to follow us on LinkedIn

 

Capstone’s Commitment

At Capstone, we value a diverse, equitable, and inclusive workplace where all employees feel appreciated and respected. Our commitment to a nondiscriminatory approach extends equal opportunities for employment and advancement across our programs, departments, and locations. We actively seek and appreciate a variety of life experiences and heritages and advocate for the amplification of all voices.

At Capstone, we're all about creating a workplace where you can thrive and make a real impact. We value innovation, teamwork, trust, and discipline, and we know you do too.

Experimentation: We love fresh ideas and encourage you to try new things. Here, you’ll have the freedom to innovate and help shape our strategies.

Collaboration: We’re big on teamwork. You'll join a supportive community where everyone’s input matters, and we learn from each other every day.

Trust: We believe in building strong, honest relationships. You'll be part of an environment where your contributions are respected and integrity is key.

Discipline: In our fast-paced world, staying focused is crucial. We commit to high standards and a disciplined approach, helping you grow both personally and professionally.

Be part of a team that values your creativity and dedication. Together, let's push boundaries and achieve great things.

 

Equal Opportunity Employer
Capstone is committed to creating an inclusive environment where we welcome people of different backgrounds. Capstone considers applications for employment without regard to all applicable protected characteristics, including race, color, religion, ethnicity, national origin, gender, sexual orientation, gender identity or expression, age, parental status, veteran status, or disability status.

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