Caxton Associates, founded in 1983, is a global trading and investment firm with offices in London, New York, Singapore, Monaco, Dubai and Bengaluru.
Caxton
Associates' primary business is to manage client and proprietary capital through a suite of products designed to fit the specific needs of investors. Employing a multi-portfolio manager framework, Caxton excels in discretionary global macro investing, leveraging its diversified expertise across asset classes and markets.
About the role
We require an experienced, articulate and driven tax professional with energy and enthusiasm, who consistently aims for best in practice and contributes to the success of the team. This role is a key hire in India and will report to the Senior Tax Manager in London, whilst collaborating with the wider Finance team and other individuals across the firm. This is an exciting prospect to work within a complex hedge fund environment.
Requirements
Caxton Fund Tax - Tax Compliance &
- Reporting
- Assist with the preparation and review of U.S. federal and state tax filings for partnerships and corporations
- Coordinate with and manage external tax advisors on fund returns
- Support annual Schedule K-1 and PFIC preparation and investor tax reporting
- Assist with the preparation and review of UK Reporting Fund compliance
Global Management Company - Tax Compliance &
- Reporting
- Assist with the preparation and review of tax filings for partnerships and corporations
- Coordinate with and manage external advisors on partnership and corporate tax returns
- Prepare quarterly tax payment calculations for each corporate entity
- Prepare VAT, GST and Sales &
- Use tax returns
- Prepare transfer pricing local files each financial year
- Prepare and review tax-related disclosures for each entity's financial statements
International Tax
- Support FATCA/CRS compliance and investor documentation (Forms W-8/W-9)
- Monitor FIN48 (ASC 740-10) tax exposure for the funds on a daily basis.
- U.S. withholding tax filings (e.g., Forms 1042/1042-S) and monthly reporting to brokers
Advisory &
- Planning
- Monitor global tax developments affecting fund structures
- Conduct research on tax issues impacting Caxton management and fund structures
- Support ad hoc projects related to tax strategy, investor queries and regulatory changes
Process Improvement
- Enhance tax processes, controls, and reporting frameworks
- Partner with operations, accounting, and legal teams to ensure alignment on tax matters
Experience
- Bachelor's degree, qualified accountant/tax advisor, preferably Big 4 trained
- +5 years of experience in financial services tax
- Solid understanding of fund and corporate taxation
- Strong Excel and financial modeling skills; experience with accounting software a plus
- Self-starter who takes initiative and plays as a team
- Diligent, organized and accountable
- Strong written and verbal communication
- Keen desire to learn and grow
- Ability to develop strong working relationships with other departments
- Ability to manage multiple projects and deadlines and persist in a fast-paced environment
- Displays and operates at the highest degree of ethics and integrity.