Catalyst Labs · 3 months ago
Tax Senior / Manager / Senior Manager / Director Asset Management
Colorado, United States
Full-time
Onsite
Senior Level, Lead/Staff, Director/Executive
12+ years expCatalyst Labs is seeking experienced tax professionals to join their growing Tax team serving clients in the asset management and broader financial services sectors. This role involves managing U.S. tax compliance and consulting engagements, advising clients on U.S. and international tax matters, and supporting compliance efforts in a dynamic international environment.
Management Consulting
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
Qualification
Required
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
Excellent interpersonal and project management skills
Preferred
Prior exposure to international jurisdictions including FATCA, CRS, and local regulatory frameworks is an asset
Benefits
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
Company
Catalyst Labs
Welcome to Catalyst Labs – Powering Catalytic Growth At Catalyst Labs, catalytic growth isn't just a concept, it's our driving force.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase