At a Glance
- Tasks: Join our team to manage U.S. tax compliance and consulting for asset management clients.
- Company: Be part of a Big 4 firm serving top hedge funds and private equity firms globally.
- Benefits: Enjoy relocation support, competitive salary, and comprehensive medical insurance.
- Why this job: Work in dynamic financial hubs while tackling complex international tax issues.
- Qualifications: Must have CPA, EA, or equivalent with 2+ years of relevant U.S. tax experience.
- Other info: Tax-free employment in premier locations like the Cayman Islands and Bermuda.
The predicted salary is between 43200 - 72000 £ per year.
Location:
Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man)
Overview:
We are seeking experienced tax professionals from Associate all the way up to Manager, Senior Manager, or Director level to join our big 4 clients growing Tax team serving clients in the asset management and broader financial services sectors. This role offers the opportunity to work with some of the world’s leading hedge funds, private equity firms, venture capital groups, and alternative asset managers and insurance in a dynamic international environment. You will advise clients on U.S. and international tax matters, support compliance efforts, and provide insight on structuring, transactions, and regulatory reporting.
Key Responsibilities:
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Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry
- Review and prepare U.S. tax returns and forms including but not limited to:
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Form 1065 , Form 1120 , Form 1120-F , Form 1040-NR
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Form 5471 , Form 8865 , Form 8858 , Form 8938 , Form 1118 , Form 8621
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FATCA and CRS-related reporting
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Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules
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Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies
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Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules
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Advise on fund formation, investment structuring, and exit planning
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Liaise with clients, legal counsel, auditors, and tax authorities as needed
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Supervise and mentor junior staff, and manage project timelines and deliverables
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Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore
Qualifications:
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CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation
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Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team
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Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients
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Strong technical knowledge of U.S. federal income tax and cross-border taxation matters
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Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles
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Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset
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Excellent interpersonal and project management skills
What the Role Offers:
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Relocation support, including accommodation, transportation, and flights for the candidate and their family.
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Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.
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Tax-free or low-tax jurisdiction employment
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Exposure to top-tier global clients and complex international tax issues
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Opportunity to live and work in premier financial hubs with high quality of life
Note: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.
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Tax Senior / Manager / Senior Manager / Director Asset Management employer: Catalyst Labs
Contact Detail:
Catalyst Labs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tax Senior / Manager / Senior Manager / Director Asset Management
✨Tip Number 1
Network with professionals in the asset management and financial services sectors. Attend industry conferences, webinars, or local meetups to connect with potential employers and gain insights into the latest trends and opportunities.
✨Tip Number 2
Stay updated on U.S. tax legislation and international tax matters relevant to asset management. Subscribe to industry newsletters or follow thought leaders on social media to ensure you’re well-informed and can discuss current issues during interviews.
✨Tip Number 3
Consider reaching out to recruiters who specialise in tax roles within the financial services sector. They often have exclusive access to job openings and can provide valuable advice on how to position yourself for success.
✨Tip Number 4
Prepare for interviews by practising common questions related to U.S. tax compliance and consulting. Be ready to discuss your experience with specific tax forms and regulations, as well as your approach to managing client relationships and project timelines.
We think you need these skills to ace Tax Senior / Manager / Senior Manager / Director Asset Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in U.S. tax compliance and asset management. Use specific examples of your work with partnerships, corporations, and international tax matters to demonstrate your expertise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your qualifications, such as CPA or CTA, and how your experience aligns with the responsibilities outlined in the job description.
Highlight Technical Skills: Emphasise your technical knowledge of U.S. federal income tax and cross-border taxation. Include any experience with specific forms like Form 1065 or Form 1120, as well as your familiarity with FATCA and CRS regulations.
Showcase Interpersonal Skills: Since the role involves liaising with clients and mentoring junior staff, highlight your interpersonal and project management skills. Provide examples of how you've successfully managed teams or client relationships in previous roles.
How to prepare for a job interview at Catalyst Labs
✨Know Your Tax Legislation
Make sure you brush up on the latest U.S. tax legislation, especially those relevant to asset management. Being able to discuss recent changes and their implications will show your expertise and readiness for the role.
✨Demonstrate Technical Knowledge
Prepare to discuss specific tax forms and compliance issues, such as Form 1065 or FATCA reporting. Highlighting your experience with these forms will demonstrate your technical proficiency and suitability for the position.
✨Showcase Your Project Management Skills
Be ready to talk about your experience in managing projects and mentoring junior staff. Providing examples of how you've successfully led teams or managed timelines will illustrate your leadership capabilities.
✨Understand Cross-Border Taxation
Familiarise yourself with cross-border investment strategies and international tax matters. Discussing your knowledge in this area will be crucial, as it’s a key responsibility of the role and shows your ability to navigate complex tax environments.