Tax Senior / Manager / Senior Manager / Director Asset Management
Tax Senior / Manager / Senior Manager / Director Asset Management

Tax Senior / Manager / Senior Manager / Director Asset Management

Leeds Full-Time 43200 - 72000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our team to manage U.S. tax compliance for top asset management clients.
  • Company: Be part of a Big 4 firm serving elite hedge funds and private equity firms.
  • Benefits: Enjoy relocation support, competitive salary, and tax-free living in stunning locations.
  • Why this job: Work on complex international tax issues while enjoying a high quality of life.
  • Qualifications: Must have CPA, EA, or similar qualifications with 2+ years of relevant experience.
  • Other info: Opportunity to mentor junior staff and engage with global clients.

The predicted salary is between 43200 - 72000 Β£ per year.

Location: Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man)

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

Join a leading firm in the Cayman Islands, Bermuda, Bahamas, British Virgin Islands, or Crown Dependencies, where you will thrive in a dynamic international environment while working with top-tier clients in the asset management sector. Our company offers a competitive salary, comprehensive benefits, and relocation support, ensuring a high quality of life in tax-free jurisdictions. With a strong focus on employee growth and mentorship, we provide ample opportunities for career advancement in a collaborative and innovative work culture.
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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 tax sectors. Attend industry conferences, webinars, or local meetups to connect with potential colleagues and employers. Building relationships can often lead to job opportunities that aren't advertised.

✨Tip Number 2

Stay updated on the latest 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 knowledgeable about current trends and changes that could impact your role.

✨Tip Number 3

Consider obtaining additional certifications or qualifications that are highly regarded in the asset management field, such as a CTA or LL.M. in Taxation. This can enhance your profile and demonstrate your commitment to professional development.

✨Tip Number 4

Prepare for interviews by practising common questions related to U.S. tax compliance and asset management. Be ready to discuss specific cases or scenarios you've handled in the past, showcasing your expertise and problem-solving skills.

We think you need these skills to ace Tax Senior / Manager / Senior Manager / Director Asset Management

U.S. Tax Compliance
International Taxation
Tax Structuring
Cross-Border Planning
Partnership Tax (Subchapter K)
Corporate Tax (Subchapter C)
FATCA and CRS Reporting
Tax Return Preparation
Regulatory Reporting
Project Management
Interpersonal Skills
Technical Knowledge of U.S. Federal Income Tax
Experience with Asset Management Clients
Supervisory Skills
Analytical Skills

Some tips for your application 🫑

Tailor Your CV: Make sure your CV highlights relevant experience in U.S. tax compliance and asset management. Emphasise your qualifications, such as CPA or CTA, and any specific tax forms you have worked with.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention your experience with international tax matters and how it aligns with the needs of their clients in the asset management sector.

Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as project management, technical knowledge of U.S. federal income tax, and experience with cross-border taxation. Use specific examples to demonstrate these skills.

Proofread Your Application: Before submitting, carefully proofread your application for any errors or inconsistencies. A polished application reflects your attention to detail, which is essential in the tax profession.

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 commitment to staying informed.

✨Demonstrate Technical Knowledge

Prepare to discuss specific tax forms and compliance issues you'll be handling, such as Form 1065 or FATCA reporting. Highlighting your familiarity with these forms will demonstrate your readiness for the role.

✨Showcase Your Project Management Skills

Since the role involves managing timelines and deliverables, be ready to share examples of how you've successfully managed projects in the past. This could include mentoring junior staff or liaising with clients and auditors.

✨Prepare Questions for Them

Have insightful questions ready about their approach to tax structuring and cross-border planning. This not only shows your interest in the role but also your understanding of the complexities involved in international tax matters.

Tax Senior / Manager / Senior Manager / Director Asset Management
Catalyst Labs
Location: Leeds

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