Job Description

Join to apply for the Tax Senior / Manager / Senior Manager / Director Asset Management role at Catalyst Labs

2 days ago Be among the first 25 applicants

Join to apply for the Tax Senior / Manager / Senior Manager / Director Asset Management role at Catalyst Labs

Get AI-powered advice on this job and more exclusive features.

Location:

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

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 worlds 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.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Business Consulting and Services

Referrals increase your chances of interviewing at Catalyst Labs by 2x

Get notified about new Senior Tax Manager jobs in San Jose, CA .

Senior Director, Tax Provision and Compliance

Fully Remote Senior Tax Manager - Trusts and Estates

San Jose, CA $160,000.00-$210,000.00 2 weeks ago

Manager, Global Accounting and Consolidations (On-site Hybrid)

San Jose, CA $167,000.00-$228,000.00 6 days ago

San Jose, CA $167,000.00-$228,000.00 6 days ago

Silicon Valley - Accounting and Finance Professionals Senior Associates, Associate Managers & Managers

San Jose, CA $170,000.00-$200,000.00 2 weeks ago

San Jose, CA $127,000.00-$160,000.00 1 day ago

San Jose, CA $75,400.00-$161,000.00 1 day ago

San Jose, CA $137,375.00-$212,625.00 2 weeks ago

Mergers and Acquisitions Senior Manager/Director

San Francisco Bay Area $135,000.00-$185,000.00 18 hours ago

San Francisco Bay Area $130,000.00-$210,000.00 18 hours ago

San Jose, CA $112,000.00-$125,000.00 6 days ago

San Jose, CA $112,000.00-$125,000.00 6 days ago

San Jose, CA $220,000.00-$240,000.00 2 days ago

Sunnyvale, CA $100,000.00-$130,000.00 1 week ago

Stanford, CA $111,640.00-$125,000.00 5 days ago

San Francisco Bay Area $50.00-$70.00 3 weeks ago

Sr Director Revenue Transformation (QtoC)

Senior Manager, Revenue Accounting - Revenue Operations & New Product Integrations

Tax Senior Manager-Financial Services - Global Compliance and Reporting - Real estate-EDGE

San Jose, CA $112,400.00-$256,900.00 2 weeks ago

Redwood City, CA $115,000.00-$150,000.00 3 weeks ago

Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Job Tags

Full time, Local area, Remote work, Relocation package,

Similar Jobs