Tax Senior / Manager / Senior Manager / Director AssetManagement

Catalyst Labs; München; Vor Ort; EUR 60.000 - 90.000; Vollzeit

Zusammenfassung

A leading financial services firm is seeking experienced tax professionals to join its team in Munich. This role includes managing U.S. tax compliance for partnerships and corporations, reviewing tax returns, and advising on structuring and regulatory matters. Ideal candidates will possess at least 212 years of relevant experience, strong knowledge of U.S. taxation, and excellent interpersonal skills. The firm offers a competitive salary, comprehensive benefits, and relocation support.

Leistungen

Relocation support

Comprehensive benefits package

Tax-free or low-tax jurisdiction employment

Qualifikationen

• 212+ years of relevant U.S. tax experience, ideally within a Big 4 or mid-tier financial services tax team.
• Extensive experience with U.S. partnership and corporate tax compliance.
• Strong knowledge of U.S. federal income tax and cross-border taxation matters.

Aufgaben

• Manage U.S. tax compliance and consulting engagements for clients.
• Review and prepare U.S. tax returns and forms.
• Assist with tax structuring and cross-border planning.

Kenntnisse

U.S. tax compliance

Project management

Interpersonal skills

Ausbildung

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

Jobbeschreibung

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 Form 1065, Form 1120, Form 1120-F, Form 1040-NR, Form 5471, Form 8865, Form 8858, Form 8938, Form 1118, and Form 8621.
• Handle 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.