Tax Senior / Manager / Senior Manager / Director Asset Management
Catalyst Labs
divh2Tax Senior / Manager / Senior Manager / Director Asset Management/h2pSanta Clara, California, United States/ph3About the Job/h3pWe 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./ph3Key Responsibilities/h3ulliManage U.S. tax compliance and consulting engagements for partnerships, corporations, and other entities in the asset management industry/liliReview 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/liliFATCA and CRS-related reporting/liliAnalyze and apply U.S. Subchapter K (Partnership Tax), Subchapter C (Corporate Tax), PFIC and CFC rules/liliAssist clients with tax structuring and cross-border planning including inbound and outbound investment strategies/liliPrepare and review tax workpapers, allocations, M-1 adjustments, and tax basis schedules/liliAdvise on fund formation, investment structuring, and exit planning/liliLiaise with clients, legal counsel, auditors, and tax authorities as needed/liliSupervise and mentor junior staff, and manage project timelines and deliverables/liliMonitor and interpret changes in U.S. tax legislation relevant to asset managers operating offshore/li/ulh3Qualifications/h3ulliCPA (U.S.), EA (Enrolled Agent), CTA (UK), ACA, or LL.M. in Taxation/liliMinimum of 2+ years of relevant U.S. tax experience, ideally within a Big 4, mid-tier, or in-house financial services tax team/liliExtensive experience with U.S. partnership and corporate tax compliance, international information reporting, and asset management clients/liliStrong technical knowledge of U.S. federal income tax and cross-border taxation matters/liliWorking knowledge of common structures including master-feeder funds, blockers, and offshore investment vehicles/liliPrior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset/liliExcellent interpersonal and project management skills/li/ulh3What the Role Offers/h3ulliRelocation support, including accommodation, transportation, and flights for the candidate and their family./liliCompetitive salary and comprehensive benefits package, including medical insurance coverage for the employee and their dependents./liliTax-free or low-tax jurisdiction employment/liliExposure to top-tier global clients and complex international tax issues/liliOpportunity to live and work in premier financial hubs with high quality of life/li/ulpNote: We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent./p/div
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