HR253: US Tax Manager, Wealth & Asset Management | Cayman Islands

Hamilton Recruitment; Houston (TX); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

A leading financial recruitment firm is seeking a Tax Manager based in Houston, Texas, focusing on wealth and asset management. The ideal candidate should have at least 5 years of relevant tax experience, a CPA certification, and strong expertise in federal, state, and local taxation. The role involves managing compliance and advisory for clients in hedge funds and private equity funds. Excellent communication and leadership skills are essential for this dynamic position.

Qualifikationen

• Minimum 5 years of relevant tax experience; or 4 years with an advanced degree.
• Strong technical knowledge in asset management taxation.
• Excellent managerial and organizational skills.

Aufgaben

• Manage tax compliance and advisory work for clients.
• Focus on implementing tax strategies aligned with client goals.
• Review tax compliance accounts for hedge funds and private equity funds.

Kenntnisse

Federal income taxation

State and local tax

Tax compliance

Tax advisory work

Managerial skills

Verbal/written communication

Ausbildung

Bachelor's degree in accounting, finance, or business

CPA or equivalent

Advanced degree in tax or law

Jobbeschreibung

US TAX MANAGER – WAM – CAYMAN ISLANDS – 0% TAX – HR253

About this opportunity

Our client’s financial services tax practice provides comprehensive and specialized tax support for the asset management industry, covering all aspects of hedge fund, private equity fund, and mutual fund taxation. The practice includes key industry groups such as asset management, banking and capital markets, and insurance, and offers integrated services across audit, advisory, transactions, and tax. The regional team, which spans several major offshore financial centers, forms one of the key market segments within the practice.

As a Manager in the wealth & asset management tax practice, your key responsibilities will include:

• Managing and coordinating tax compliance and advisory work for clients
• Working on key client issues in domestic federal, international, and state and local taxation, with a focus on implementing tax strategies aligned with client business objectives
• Managing tax compliance accounts for hedge funds and/or private equity funds
• Reviewing extensive securities analysis, making appropriate tax adjustments, and providing sign-off for the production and delivery of K-1's and partnership tax returns
• Reviewing partnership agreements and private placement memorandums for tax implications of items such as book and tax allocations, stuffing provisions, management and incentive fees
• Running the day-to-day activities on accounts spread across various locations

What you’ll need

• A bachelor's degree in an accounting, finance, or a business discipline, and a minimum of 5 years of relevant tax experience; or an advanced degree in tax or law and a minimum of 4 years of relevant tax experience
• A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification
• Broad exposure to federal income taxation and exposure to state and local tax
• Experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds, or other investment vehicles
• Strong technical knowledge in the asset management tax area
• The ability to analyze trading reports for tax character and book tax differences (e.g., wash sales, constructive sales, straddles)
• Excellent managerial, leadership, organizational, and verbal/written communication skills

How to apply

• To apply, attach your résumé or include a link to your LinkedIn profile
• If you don't provide one of the above, we can't progress your application

For reasons of confidentiality and to ensure best match for positions, our normal practice is to submit applications to employers only after we have had a Career Consultation with candidates. In the event that you are not shortlisted for this particular vacancy, your details will be held on file and considered for other relevant opportunities.

Our clients are equal opportunity employers and value diversity. They do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. If you believe you deserve an exceptional career, we’ll help make it happen.