Tax Senior / Manager / Senior Manager / Director AssetManagement

Catalyst Labs; Montreal; On-site; CAD 70,000 - 120,000; Full time

Job summary

A leading financial services firm seeks experienced tax professionals to join their expanding Tax team. This role involves managing U.S. tax compliance for asset management clients, requiring strong technical knowledge and a CPA qualification. Candidates will benefit from a competitive salary, relocation support, and the opportunity to work in a dynamic international environment.

Benefits

Relocation support

Comprehensive benefits package

Competitive salary

Exposure to top-tier clients

Qualifications

• 2+ years of relevant U.S. tax experience, ideally in Big 4 or financial services.
• Strong knowledge of U.S. federal income tax and cross-border taxation.
• Experience with asset management clients and compliance.

Responsibilities

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

Skills

U.S. tax compliance

International tax regulations

Project management

Analytical skills

Education

CPA (U.S.)

EA (Enrolled Agent)

LL.M. in Taxation

Job description

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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