Our client is looking for US tax professionals currently based in the United States who are open to relocating to the Cayman Islands or Bermuda. Applicants with any level of FS US tax experience are welcome to apply.
This is an exciting chance to join a global financial services practice that provides specialized tax solutions for clients in the asset management and insurance sctors. The roles are part of a dynamic team working with a diverse range of hedge funds, private equity funds, and mutual funds across various jurisdictions, including major financial hubs in the Caribbean..
Key Responsibilities
Role of a Senior Manager in the Wealth & Asset Management Tax team, you will:
- Lead tax compliance and advisory engagements for investment fund clients.
- Address complex issues in federal, international, and state/local taxation, aligning tax strategies with business objectives.
- Oversee tax compliance for hedge funds and private equity funds, including securities analysis and tax adjustments.
- Review and sign off on partnership tax returns and investor K-1s.
- Analyse partnership agreements and offering documents for tax implications, including allocations, fee structures, and incentive arrangements.
- Manage day-to-day client activities across multiple locations and ensure timely delivery of services.
Different degrees of responsibility for Manager and Senior Levels.
Skills and Attributes for Success
- Technical expertise in asset management taxation.
- Strong analytical skills in evaluating trading activity and identifying tax character and book-tax differences (e.g., wash sales, straddles, constructive sales).
- Ability to mentor team members and contribute to internal training programs.
- Proven relationship-building skills with clients and firm leadership.
- Collaborative leadership style that fosters team cohesion and trust.
- Proactive in identifying technical tax issues and consulting appropriately.
- Skilled at managing multiple priorities and deadlines.
Qualifications
- Bachelor’s degree in accounting, finance, or a related business discipline or law with at least 3 years of relevant tax experience
- Professional certification required (CPA, Enrolled Agent, or equivalent international designation).
- Demonstrated experience serving clients in the asset management industry, including mutual funds, hedge funds, and private equity.
- Broad exposure to federal income taxation and familiarity with state and local tax matters.
Preferred Skills
- Strong leadership, organisational, and communication skills.
- Experience mentoring and developing junior professionals.
- Ability to cultivate and maintain long-term client relationships.
What We’re Looking For
We seek driven professionals who thrive in collaborative environments and are equally comfortable working independently. Ideal candidates are detail-oriented, deadline-focused, and bring innovative thinking to complex challenges.
What is on Offer
- Competitive tax free compensation and performance-based rewards.
- Comprehensive benefits including health, pension, and generous leave entitlements.
- Access to continuous learning and leadership development programs.
- A culture that values diversity, inclusion, and personal growth.
Living and working in the Cayman Islands and Bermuda offers a rare blend of professional opportunity and idyllic lifestyle, making both destinations highly attractive to expatriates and skilled professionals.
🌴 Cayman Islands Highlights
- Tax-Free Income: One of the biggest draws is the absence of direct taxes—no income, capital gains, or corporate taxes—making it a financial haven for professionals, especially in finance and law.
- Career Opportunities: The economy thrives on financial services, tourism, and healthcare, attracting global talent to high-paying roles.
- Island Lifestyle: Residents enjoy pristine beaches, world-class diving, and a laid-back pace of life. Short commutes and a vibrant social scene add to the appeal.
- Safety and Stability: The islands boast a low crime rate and a well-regulated financial system.
🌊 Bermuda Highlights
- Global Business Hub: Bermuda is a leading center for insurance, reinsurance, and financial services, offering lucrative career paths for professionals in these sectors.
- High Standard of Living: With excellent healthcare, education, and infrastructure, Bermuda provides a comfortable and cosmopolitan lifestyle.
- Natural Beauty: Famous for its pink sand beaches and turquoise waters, Bermuda offers a stunning environment for outdoor enthusiasts.
- Cultural Blend: The island’s mix of British heritage and Caribbean charm creates a unique and welcoming community.
Both destinations combine professional growth with personal well-being, offering a lifestyle that’s hard to match elsewhere. Whether you’re drawn by the career prospects or the ocean breeze, Cayman and Bermuda deliver a compelling case for relocation.
Tags US Tax Jobs Cayman, US Tax Jobs Bermuda, US Tax Senior Manager Jobs, US Tax Manager Jobs
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