U.S. Tax Opportunities
Core
Provide advice and guidance to clients on tax planning, compliance, and strategy, specifically focusing on U.S., Bermuda, and international tax matters for local and offshore businesses.
Role type
Senior Associate, Tax Compliance & Advisory
Builds
Tax returns, technical memoranda, and presentation materials for insurance companies, investment funds, and other organizations.
Domain
Finance / International Tax Compliance
Required skills
US Tax Compliance, International Tax, CPA Exam Eligibility, Tax Return Preparation, Technical Memoranda Drafting, Client Advisory, Regulatory Submissions, Financial Data Analysis, Partnership/Corporate Tax Issues, Tax Software Expertise
Preferred skills
Enrolled Agent Certification, Asset Management Knowledge, Insurance Industry Experience, Managerial Experience
Technologies
Tax Software
Responsibilities
Prepare and review tax returns for insurance companies and investment funds; Conduct and supervise tax research and draft technical memoranda; Meet with clients to discuss tax issues; Manage client engagements, staffing, and economics (Manager/Senior Manager levels).
Seniority
Senior, hands-on IC with potential for management
