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Tax senior / manager / senior manager / director asset management

Birmingham (West Midlands)
Catalyst Labs
Director asset management
Posted: 28 June
Offer description

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 industryReview and prepare U.S. tax returns and forms including but not limited to:Form 1065, Form 1120, Form 1120-F, Form 1040-NRForm 5471, Form 8865, Form 8858, Form 8938, Form 1118, Form 8621FATCA and CRS-related reportingAnalyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rulesAssist clients with tax structuring and cross-border planning including inbound and outbound investment strategiesPrepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedulesAdvise on fund formation, investment structuring, and exit planningLiaise with clients, legal counsel, auditors, and tax authorities as neededSupervise and mentor junior staff, and manage project timelines and deliverablesMonitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshoreQualifications:CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in TaxationMinimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax teamExtensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clientsStrong technical knowledge of U.S. federal income tax and cross-border taxation mattersWorking knowledge of common structures including master-feeder funds, blockers, and offshore investment vehiclesPrior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an assetExcellent interpersonal and project management skillsWhat 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 employmentExposure to top-tier global clients and complex international tax issuesOpportunity to live and work in premier financial hubs with high quality of lifeNote: 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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