Tax Senior Manager Senior Manager Director Asset Management

Catalyst Labs; Edmonton; On-site; CAD 150,000 - 200,000; Full time

Job summary

A leading tax consulting firm is seeking experienced tax professionals in Edmonton, Canada, to manage U.S. tax compliance and provide strategic advice. The role involves working closely with clients in asset management and international financial sectors. Candidates should have a CPA or similar qualification and several years of relevant experience. Competitive salary, comprehensive benefits, and relocation support are offered.

Benefits

Relocation support including accommodation

Comprehensive benefits package including medical insurance

Tax-free or low-tax jurisdiction employment

Qualifications

• Minimum of 2-12 years of relevant U.S. tax experience.
• Extensive experience with U.S. partnership and corporate tax compliance.
• Strong technical knowledge of U.S. federal income tax matters.

Responsibilities

• Manage U.S. tax compliance and consulting engagements.
• Review and prepare various U.S. tax returns and forms.
• Advise on fund formation and investment structuring.

Skills

U.S. tax compliance

Tax structuring

Cross-border planning

U.S. partnership and corporate tax

Interpersonal skills

Project management

Education

CPA (U.S.) or EA or CTA or ACA or LL.M. in Taxation

Tools

Microsoft Excel

Job 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 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.

Key Skills

Asset Management,Digitization,Maintenance Management,ServiceNow,Microsoft Excel,Metadata,Financial Analysis,LIHTC,Property Management,Remedy,Contracts,Taxonomy

Employment Type : Full Time

Experience : years

Vacancy : 1