Tax Senior / Manager / Senior Manager / Director Asset Management
2 Days Old
Role: Tax Senior / Manager / Senior Manager / Director Asset Management
Do you have the following skills, experience and drive to succeed in this role Find out below.
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 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 212+ 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.
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- Location:
- Sunnyvale, CA
- Salary:
- $250
- Category:
- Accountancy
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