Job Title: Tax Associate - located in the Cayman Islands, all relocation costs will be covered.
The opportunity
Our client's tax practice provides comprehensive and specialized tax assistance tailored to the unique needs of the asset management industry. You would join a team of tax professionals who are knowledgeable and experienced with varied and specialized facets of hedge fund, private equity fund and mutual fund taxation, including fund and organizational structuring, tax compliance, and on-call advice.
Your Key Responsibilities
As a Tax Associate in our client's wealth & asset management tax practice, you will be responsible for tax compliance and advisory work for clients. You will work with Managers through Partners on key client issues in domestic federal, international and state and local taxation with a focus on implementing tax strategies that align with the client's business objectives. You will be involved in tax compliance accounts for hedge funds, mutual funds and/or private equity funds.
Skills And Attributes For Success
- Solid technical knowledge, ideally in the asset management tax area
- Ability to analyse trading reports for tax character and book tax differences, such as wash sales, constructive sales, straddles, and other securities issues
- Build impactful relationships with new and existing clients and maintain relationships with firm leadership
- Create a positive and trusting environment where team members know each other and feel a part of their team
- Able to identify key tax technical issues and raise the appropriate questions before the work is sent for review to the partner or senior manager – and consult when necessary
- Managing multiple work assignments and deadlines
To qualify for the role, you must have
- A Bachelor’s degree in an accounting, finance or a business discipline, and/or an advanced degree in tax or law
- A minimum of two (2) years of recent relevant tax experience
- A CPA (or equivalent internationally recognized accounting designation), Enrolled Agent and/or LLM certification preferred; non-certified and partially certified hires are required to become certified before being eligible for promotion to manager
- Although not required, the ideal candidate would have experience serving clients in the wealth & asset management industry, which may include mutual funds, hedge funds, private equity funds or other investment vehicles
- Broad exposure to federal income taxation and exposure to state and local tax
- Excellent teaming, leadership, organizational, and verbal/written communication skills
- A thorough understanding of building client relationships
If you are a detail-oriented individual with a strong background in tax accounting and a passion for helping clients navigate complex tax regulations, we encourage you to apply for the position of Tax Associate. Join our client's team of dedicated professionals and contribute to our clients' financial success. Apply today!
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Opportunities for advancement
- Paid sick time
- Paid time off
- Parental leave
- Relocation assistance
- Vision insurance
Experience level:
Schedule:
Ability to Relocate:
- Massachusetts: Relocate before starting work (Required)
Work Location: In person