U.S. Tax Opportunities
Core
Provide advice and guidance on tax planning, compliance, and strategy for local and offshore businesses, individuals, and organizations, focusing on U.S., Bermuda, and international tax matters.
Role type
Senior Associate, tax compliance and advisory
Builds
Tax returns, technical memoranda, and presentation materials for insurance companies, investment funds, and other clients
Domain
Finance, Tax, International Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
US tax compliance, tax research, drafting tax documents, client meetings, regulatory submissions, financial data analysis
Preferred skills
International tax experience, CPA/US Bar eligibility, asset management or insurance expertise
Technologies
Tax software
Responsibilities
Prepare and review tax returns for insurance companies and investment funds; conduct and supervise tax research; draft technical memoranda; meet with clients to discuss tax issues; manage client engagements, staffing, and economics (Manager/Senior Manager)
Seniority
Senior, hands-on IC