Tax Senior Manager Senior Manager Director Asset Management

Catalyst Labs; Hamilton; On-site; GBP 60,000 - 85,000; Full time

Job summary

A leading financial services firm based in Hamilton, Scotland, is seeking experienced tax professionals to join their growing team. This role offers the chance to manage U.S. tax compliance and consulting for clients in the asset management sector. Ideal candidates will have substantial experience with U.S. federal income tax and cross-border issues, along with CPA qualifications. The position provides competitive compensation, relocation support, and exposure to complex international tax matters.

Benefits

Relocation support

Comprehensive benefits package

Competitive salary

Qualifications

• Minimum of 2-12 years of relevant U.S. tax experience ideally within a Big 4 firm.
• Strong technical knowledge of U.S. partnership and corporate tax compliance.
• Prior exposure to FATCA, CRS, and regulatory frameworks is an asset.

Responsibilities

• Manage U.S. tax compliance and consulting engagements for various entities.
• Supervise and mentor junior staff while managing project timelines.
• Advise clients on fund formation and investment structuring.

Skills

Asset Management

U.S. federal income tax

Cross-border taxation matters

Project management

Microsoft Excel

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 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 2-12 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

Key Skills

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