Tax Senior / Manager / Senior Manager / Director Asset Management

47 Days Old

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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 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. 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 We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Location:
San Jose, CA, United States
Job Type:
FullTime
Category:
Finance