Tax Senior / Manager / Senior Manager / Director Asset Management (Sunnyvale)
RICHMOND, CAPosted 25 days ago
Job summary
Job post source
This job is from a recruiting firm hiring for a separate company as it mentions working with big 4 clients and refers to relocation support and data protection policies typical of recruitment agencies.
Job overview
The Tax Senior/Manager/Senior Manager/Director role in Asset Management involves advising leading hedge funds and alternative asset managers on U.S. and international tax matters, supporting compliance, and providing strategic tax insights in a dynamic international environment.
Responsibilities and impact
The candidate will manage U.S. tax compliance and consulting for asset management clients, prepare and review various U.S. tax returns and forms, advise on tax structuring and cross-border planning, supervise junior staff, and stay updated on relevant tax legislation.
Compensation and benefits
The role offers competitive salary, comprehensive medical insurance for employees and dependents, relocation support including accommodation and flights, and employment in tax-free or low-tax jurisdictions.
Experience and skills
Candidates must have CPA, EA, CTA, ACA, or LL.M. in Taxation with at least 2+ years of U.S. tax experience, preferably in Big 4 or financial services tax teams, strong knowledge of U.S. federal and cross-border tax, and experience with partnership and corporate tax compliance.
Career development
The role provides exposure to top-tier global clients and complex international tax issues, offering opportunities for professional growth in premier financial hubs.
Work environment and culture
The position is in an international, dynamic environment with high-quality living standards in premier financial hubs, emphasizing data protection and client confidentiality.
Job location and travel
The job is located in international financial centers including the Cayman Islands, Bermuda, Bahamas, British Virgin Islands, and Crown Dependencies with relocation support provided.
Unique job features
The role offers unique opportunities to work with leading global asset managers on complex international tax matters in low-tax jurisdictions with relocation support for candidates and families.
Company overview
Catalyst Labs is a dynamic company specializing in innovative technology solutions, primarily focusing on software development and digital transformation services. They generate revenue by offering customized software solutions, consulting services, and technology integration for businesses across various industries. Founded with a mission to drive technological advancement, Catalyst Labs has a history of pioneering projects that leverage cutting-edge technologies like artificial intelligence and machine learning. The company is known for its collaborative work culture and commitment to delivering high-quality, scalable solutions that meet the evolving needs of its clients.
How to land this job
Position your resume to highlight your deep expertise in U.S. tax compliance and consulting specifically for partnerships and corporations within the asset management sector, emphasizing your experience with forms like 1065, 1120, and international reporting requirements such as FATCA and CRS.
Showcase your knowledge of complex tax structures including Subchapter K, Subchapter C, PFIC, and CFC rules, alongside your ability to advise on fund formation, investment structuring, and cross-border tax planning.
Apply through multiple platforms including Catalyst Labs' official corporate careers page and LinkedIn to maximize your application visibility for this competitive role.
Connect with professionals in Catalyst Labs’ tax and asset management divisions on LinkedIn; initiate conversations by referencing recent regulatory changes in U.S. tax law affecting asset managers or by expressing interest in their work with hedge funds and private equity clients.
Optimize your resume for ATS by incorporating keywords from the job description such as 'U.S. tax compliance,' 'asset management,' 'partnership tax,' 'cross-border planning,' and specific tax forms and regulations mentioned to ensure your resume passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and suggest relevant LinkedIn contacts to network with, allowing you to focus more on preparing for interviews and refining your expertise.
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