Talent.com
Catalyst Labs
Tax Senior / Manager / Senior Manager / Director Asset ManagementCatalyst Labs • Montreal, Montreal (administrative region), Canada
Tax Senior / Manager / Senior Manager / Director Asset Management

Tax Senior / Manager / Senior Manager / Director Asset Management

Catalyst Labs • Montreal, Montreal (administrative region), Canada
30+ days ago
Job type
  • Full-time
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 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 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 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

Note

We adhere to strict data protection policies to ensure that your information is secure and only shared with potential employers with your explicit consent.

#J-18808-Ljbffr
Create a job alert for this search

Tax Senior / Manager / Senior Manager / Director Asset Management • Montreal, Montreal (administrative region), Canada

Similar jobs

Global Mobility Tax - Senior Manager

VialtoMontreal
Full-time

Vialto Partners is a market leader in global mobility services.Our purpose is to ‘Connect the world’.We are unique and the only stand‑alone global mobility business.This presents a rare opportunity... Show more

 • Promoted

Remote Global Income Tax Senior Manager

MQ Referrals OnlyMontreal (administrative region), QC, CA
Remote
Full-time

A leading financial services company is seeking an Income Tax Senior Manager who will oversee U.The ideal candidate will have a CPA and extensive experience in income tax regulations, ideally in th... Show more

 • Promoted

Remote Senior Tax Manager — Strategy, Leadership & Growth

Yeah! GlobalMontreal (administrative region), QC, CA
Remote
Full-time

A leading global outsourcing firm is looking for an experienced Senior Tax Manager to develop effective tax strategies and manage a portfolio of tax services clients.This remote role requires a CPA... Show more

 • Promoted

Senior Tax Consultant with Mentorship Role

Barricad Fiscalistes inc.Montreal (administrative region), QC, CA
Full-time +1

Step into a pivotal role as a Senior Tax Consultant.This position allows for both full-time and part-time flexibility, catering to individual needs.We are on the lookout for a seasoned tax professi... Show more

 • Promoted

Senior Corporate Tax Manager Role

BDO Canada LLPMontreal (administrative region), QC, CA
Full-time

Drive excellence in US corporate tax as a Senior Manager, specializing in tax planning and compliance.Optimize client tax positions through expert analysis and strategic solutions.This senior manag... Show more

 • Promoted

Tax Senior / Manager / Senior Manager / Director Asset Management

Catalyst LabsMontreal
Full-time

Cayman Islands | Bermuda | Bahamas | British Virgin Islands | Crown Dependencies (e.Jersey, Guernsey, Isle of Man).We are seeking experienced tax professionals from Associate all the way up to Mana... Show more

 • Promoted

Senior Manager, Tax

Lightspeed Commerce, Inc.Montreal
Full-time

We’re looking for a Senior Tax Manager to join our Finance team.Reporting to the Director, Tax, the ideal candidate is self‑motivated, possesses strong organizational skills, and is extremely detai... Show more

 • Promoted

Manager, Tax Retirement and Estate Planning Services

Empire Lifesaint-esprit, qc, ca
Full-time +2

Manager, Tax Retirement and Estate Planning Services.Location: Hybrid - Anywhere in Canada.The total target compensation (TTC) range, including salary and target bonus, is $117,600 - $166,880.This ... Show more

 • Promoted

Senior Tax Manager

HopperMontreal
Full-time

Chez Hopper, nous redéfinissons la façon dont les gens voyagent en bâtissant la place de marché de voyage la plus transparente et la plus axée sur le client, dans un contexte de croissance mondiale... Show more

 • Promoted

Senior Tax Manager Focusing on Global Compliance and Corporate Tax

Ernst & Young Advisory Services Sdn BhdMontreal (administrative region), QC, CA
Full-time

Elevate your career as a Senior Tax Manager specializing in global compliance.Leverage your expertise to navigate corporate tax issues and develop client relationships effectively in this pivotal r... Show more

 • Promoted

Senior Manager, Tax - U.S. Advisory

RichterMontreal (administrative region), QC, CA
Full-time

Richter is a Business | Family Office that provides strategic advice on business matters and on families’ financial and personal objectives across generations.With close to 100 years of experience ... Show more

 • Promoted

Global Mobility Tax - Senior Manager

Vialto PartnersMontreal
Full-time

Vialto Partners is a market leader in global mobility services.Our purpose is to ‘Connect the world’.We are unique and the only stand‑alone global mobility business.This presents a rare opportunity... Show more

 • Promoted

Tax Manager - Suna Solutions

Suna Solutionsmontréal, qc, ca
Permanent

Hybrid – Montreal preferred; Toronto also considered.Join a leading organization in the renewable energy sector that has been delivering innovative clean energy solutions across North America for d... Show more

 • Promoted • New!

Senior Manager – Tax Strategy and Compliance

Solmax International Inc.Longueuil, Montérégie, CA
Full-time

Drive tax optimization and compliance as a Senior Manager in Tax Strategy at a major global organization.Collaborate with various departments in a hybrid work setting to enhance tax processes.As a ... Show more

 • Promoted

Tax Manager Leading Strategies for Wealth Transfer and Compliance

EYMontreal (administrative region), QC, CA
Full-time

Elevate your career as a Tax Manager specializing in private client tax strategies.Focus on estate planning, asset protection, and compliance while engaging with high net worth individuals.This rol... Show more

 • Promoted

Senior Corporate Tax Manager Role at BDO

BDO CanadaMontreal (administrative region), QC, CA
Full-time

Elevate your career at BDO as a Senior Manager in US Corporate Tax.This role combines leadership in tax advisory with a focus on client-centric solutions in a supportive workplace environment.At BD... Show more

 • Promoted

Principal Tax Director Driving Compliance and Team Excellence

Escient Inc.Laval
Full-time

Become a Principal Tax Director, leading compliance initiatives and team excellence in a collaborative environment that prioritizes employee growth and flexibility.In this vital role, you'll direct... Show more

 • Promoted

Tax Strategy Senior Manager Needed

SolmaxLongueuil, Montérégie, CA
Full-time

Elevate your career as a Senior Manager in Tax Strategy and Compliance with a leading global firm.This hybrid role emphasizes strategic tax planning and operational efficiency in a collaborative en... Show more

 • Promoted

Tax Strategy Director

American Iron & Metal (AIM)Montreal (administrative region), QC, CA
Full-time

A leading metal recycling firm in Montreal seeks a Tax Manager to oversee all tax activities, ensuring compliance and optimizing positions.The ideal candidate will have 5+ years of corporate taxati... Show more

 • Promoted

Taxation & Operational Compliance Senior Manager

Banque Nationale du CanadaMontreal (administrative region), QC, CA
Full-time

A leading Canadian bank is seeking a Senior Manager for Taxation and Operational Compliance.This hybrid role requires over 10 years of relevant experience, emphasizing leadership in compliance and ... Show more