Tax Senior / Manager / Senior Manager / Director Asset Management

Job Description

<h3>Job Description</h3><p>Job Description<p><p><strong>Location:</strong><br />Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.g., Jersey, Guernsey, Isle of Man)</p><p><strong>Overview:</strong><br /><strong>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.</strong> 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.</p><p><strong>Key Responsibilities:</strong></p><ul><li><p>Manage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry</p></li><li>Review and prepare U.S. tax returns and forms including but not limited to:<ul><li><p><strong>Form 1065</strong>, <strong>Form 1120</strong>, <strong>Form 1120-F</strong>, <strong>Form 1040-NR</strong></p></li><li><p><strong>Form 5471</strong>, <strong>Form 8865</strong>, <strong>Form 8858</strong>, <strong>Form 8938</strong>, <strong>Form 1118</strong>, <strong>Form 8621</strong></p></li><li><p>FATCA and CRS-related reporting</p></li></ul></li><li><p>Analyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules</p></li><li><p>Assist clients with tax structuring and cross-border planning including inbound and outbound investment strategies</p></li><li><p>Prepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules</p></li><li><p>Advise on fund formation, investment structuring, and exit planning</p></li><li><p>Liaise with clients, legal counsel, auditors, and tax authorities as needed</p></li><li><p>Supervise and mentor junior staff, and manage project timelines and deliverables</p></li><li><p>Monitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore<br><br></p></li></ul><p><strong>Qualifications:</strong></p><ul><li><p>CPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation</p></li><li><p>Minimum of 212+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team</p></li><li><p>Extensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients</p></li><li><p>Strong technical knowledge of U.S. federal income tax and cross-border taxation matters</p></li><li><p>Working knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles</p></li><li><p>Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset</p></li><li><p>Excellent interpersonal and project management skills<br><br></p></li></ul><p><strong>What the Role Offers:</strong></p><ul><li><p>Relocation support, including accommodation, transportation, and flights for the candidate and their family.</p></li><li><p>Competitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents.</p></li><li><p>Tax-free or low-tax jurisdiction employment</p></li><li><p>Exposure to top-tier global clients and complex international tax issues</p></li><li><p>Opportunity to live and work in premier financial hubs with high quality of life</p></li></ul><p><br /></p><p></p><p></p><p><strong>Note:</strong><em> We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent. </em></p><p><br /></p></p></p>