At a Glance
- Tasks: Manage U.S. tax compliance and consulting for top asset management clients.
- Company: Join a Big 4 firm in premier financial hubs like the Cayman Islands.
- Benefits: Enjoy competitive salary, relocation support, and comprehensive medical coverage.
- Why this job: Work with leading hedge funds and make an impact on international tax strategies.
- Qualifications: CPA or equivalent with 2+ years of relevant U.S. tax experience.
- Other info: Dynamic role with excellent career growth and exposure to global clients.
The predicted salary is between 36000 - 60000 £ 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:
- 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: Form 1065, Form 1120, Form 1120-F, Form 1040-NR, Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621, FATCA and CRS-related reporting
- Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules
- Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies
- Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules
- Advise on fund formation, investment structuring, and exit planning
- Liaise with clients, legal counsel, auditors, and tax authorities as needed
- Supervise and mentor junior staff, and manage project timelines and deliverables
- Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore
Qualifications:
- CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation
- Minimum of 2-12+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team
- Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients
- Strong technical knowledge of U.S. federal income tax and cross-border taxation matters
- Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles
- Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset
- Excellent interpersonal and project management skills
What the Role Offers:
- Relocation support, including accommodation, transportation, and flights for the candidate and their family.
- Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.
- Tax-free or low-tax jurisdiction employment
- Exposure to top-tier global clients and complex international tax issues
- 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.
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
✨Network Like a Pro
Get out there and connect with people in the industry! Attend tax seminars, workshops, or networking events. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your experiences and how you’ve tackled complex tax issues. We want to see your passion and expertise shine through!
✨Tailor Your Approach
Every company is different, so make sure you tailor your conversations to fit their needs. Research their clients and challenges, and come prepared with ideas on how you can help. We love seeing candidates who do their homework!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always on the lookout for talented individuals like you to join our growing team in the asset management sector.
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 is tailored to highlight your relevant experience in U.S. tax compliance and asset management. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about tax and asset management. We love seeing candidates who can convey their enthusiasm and fit for our dynamic environment.
Showcase Your Technical Skills: Be sure to mention your technical knowledge of U.S. federal income tax and cross-border taxation matters. We’re looking for candidates who can hit the ground running, so highlight any specific experiences that demonstrate your expertise.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team!
How to prepare for a job interview at Catalyst Labs
✨Know Your Tax Stuff
Make sure you brush up on U.S. tax compliance and international tax matters, especially those relevant to asset management. Familiarise yourself with key forms like Form 1065 and Form 1120, as well as the intricacies of Subchapter K and C rules. This knowledge will help you answer technical questions confidently.
✨Showcase Your Experience
Prepare to discuss your previous roles in detail, particularly any experience you've had with partnerships, corporations, and cross-border planning. Highlight specific projects where you managed tax compliance or advised clients on structuring and transactions. Real-life examples will make your experience stand out.
✨Understand the Company’s Clients
Research the types of clients the firm serves, such as hedge funds and private equity firms. Understanding their needs and challenges will allow you to tailor your responses and demonstrate how you can add value to their team. It shows you're genuinely interested in the role and the company.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to tax structuring and compliance, or how they stay updated with changes in legislation. This not only shows your interest but also your proactive mindset. It’s a great way to engage with the interviewers and leave a lasting impression.