Tax Senior / Manager / Senior Manager / Director Asset Management

Catalyst Labs; Montreal; On-site; CAD 80,000 - 130,000; Full time

Job summary

Une entreprise de services financiers recherche des professionnels fiscaux expérimentés pour rejoindre une équipe en pleine croissance. Le poste implique la gestion de la conformité fiscale U.S. et offre une opportunité de travailler avec des clients de premier plan dans des juridictions offshore. Un soutien à la relocalisation et un salaire compétitif sont offerts.

Benefits

Support à la relocalisation

Salaire compétitif et avantages complets

Emploi dans une juridiction à faible imposition

Exposition à des clients mondiaux de premier plan

Qualité de vie élevée

Qualifications

• Au moins 2 ans d'expérience pertinente en fiscalité U.S.
• Expérience avec la conformité fiscale pour les clients de gestion d'actifs.
• Connaissance des structures communes pour le secteur offshore.

Responsibilities

• Gérer les engagements de conformité fiscal U.S. pour les partenariats et corporations.
• Préparer et réviser des déclarations fiscales U.S. et des formulaires.
• Conseiller sur la formation de fonds et la planification des investissements.

Skills

Compliance

Cross-border taxation

U.S. federal income tax

Interpersonal skills

Project management

Education

CPA (U.S.)

EA (Enrolled Agent)

CTA (UK)

ACA

LL.M. in Taxation

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 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

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