Full-Time

Tax Manager

HBK Capital Management

HBK Capital Management

51-200 employees

Manages hedge funds and alternative investments

No salary listed

Dallas, TX, USA

In Person

Category
Accounting (1)
Required Skills
Data Analysis
Requirements
  • Degree in Accounting, Finance, or related field with a GPA 3.5 or higher
  • CPA strongly preferred
  • 5-7 years of experience; prior experience with a Big 4 accounting firm required
  • Strong analytical skills to grasp new concepts and solve problems efficiently
  • Excellent verbal and written communication skills, with the ability to remain poised and confident when interacting with colleagues at all levels, including senior management
  • Demonstrated initiative by analyzing situations, recommending alternatives, and implementing improved processes when necessary
  • Effective time management and organization skills, with the ability to evaluate and prioritize multiple tasks and projects
  • Sound judgment and the ability to apply firm policies while considering business needs
  • High degree of curiosity and self-motivation to succeed
Responsibilities
  • Tax consulting related to fund investments - This includes understanding dividend, interest and capital gains tax rules and rates and other issues in various jurisdictions (U.S. and foreign), communicating with investment professionals, and developing and implementing appropriate structures
  • Tax consulting related to HBK’s partners and management companies - This includes understanding federal, state, local and U.K. tax rules and issues relevant to the ownership and operation of HBK’s business, communicating with the firm’s partners and senior managers, and developing and implementing appropriate structures.
  • Coordinate with Fund Accounting, Investor Accounting, and Financial Reporting to obtain data for tax return preparation
  • Prepare U.S. and international tax returns for funds, management companies and partners
  • Process tax depreciation for management companies
  • Manage Form 1099 and Form 1042 reporting for funds and management companies
  • Monitor ASC 740 tax exposure and preparing annual report for auditors
  • Perform various special projects, including policy and procedure documentation and data analysis
  • Collaborate with HBK’s development team to enhance tax systems
  • Remain current on relevant tax issues through frequent communication with outside tax advisors
HBK Capital Management

HBK Capital Management

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HBK Capital Management is an alternative investment firm managing about $6.8 billion in assets for institutional investors and high-net-worth individuals. It runs hedge fund strategies through a team of around 200 professionals across Dallas, New York, London, and Charlottesville, selecting and managing investments to pursue steady, risk-controlled returns and charging ongoing management fees plus performance-based incentives. The firm distinguishes itself with a transparent, team-focused culture and a long operating history since 1991, which supports continuity and alignment with clients. Its goal is to deliver consistent, risk-managed results while growing assets under management and maintaining strong alignment between the firm’s interests and those of its clients.

Company Size

51-200

Company Stage

N/A

Total Funding

$1.2M

Headquarters

Dallas, Texas

Founded

1991

Simplify Jobs

Simplify's Take

What believers are saying

  • Low turnover stems from transparent, team-focused culture with 205 staff.
  • HBK Master Fund and Merger Strategies Fund drive ongoing arbitrage opportunities.
  • Leadership by Co-CIOs Jamiel Akhtar and Matthew Luth ensures strategy continuity.

What critics are saying

  • AUM stagnates at $6.8-9.7 billion since 2015 amid Citadel's $60 billion growth.
  • Portfolio manager defects to D.E. Shaw, poaching 20-30% performance edge.
  • SEC scrutiny forces unwind of HBK Merger Strategies Fund positions.

What makes HBK Capital Management unique

  • HBK manages 11 hedge funds across Convertible Arbitrage, Fixed Income, Multi-Strategy, and Risk/Merger Arbitrage.
  • Firm delivers 11.6% annualized net returns since 1991 inception.
  • Satellite offices in New York, Virginia, London, Tokyo, and Hong Kong expand global reach.

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Benefits

Wellness Program

Flexible Work Hours

Remote Work Options