What are the responsibilities and job description for the Tax Manager position at WhiteCap Search?
A global financial services firm is looking to bring on an experienced Tax Manager.
Job Function
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Job Function
- Manage and review U.S. corporate tax return compliance and filings.
- Oversee U.S. personal tax filings, including expatriate and resident alien returns.
- Apply expertise in taxation of financial products and interest expense limitation rules (Section 163(j)).
- Handle sales tax, property tax, and state income tax filings, ensuring compliance.
- Assess state nexus implications and manage reporting requirements.
- Oversee accounting for income taxes in accordance with ASC 740.
- Support personal financial planning, including FBAR and Form 8938 (Statement of Specified Foreign Financial Assets) compliance.
- Provide advisory and compliance support related to U.S. international tax rules, transfer pricing, and permanent establishment considerations.
- Manage FATCA and U.S. withholding tax requirements, including Form W-8BEN-E filings.
- Address issues related to Pillar 2 implementation and global minimum tax compliance.
- Advise on expatriate taxation, foreign assignment planning, and resident alien taxation.
- Support U.S. citizens claiming Puerto Rico tax benefits and related cross-border considerations.
- Apply practical understanding of Puerto Rico income tax regimes and related U.S. interactions.
- Oversee or coordinate with local advisors for U.K., Swiss, and Dubai corporate tax compliance and filings.
- Maintain general working knowledge of Chinese and Sierra Leone tax systems for entity or transaction-level considerations.
- Bachelor’s degree in Accounting, Finance, or related field.
- Master’s degree in Taxation preferred.
- CPA strongly preferred.
- 5 years of progressive experience as a tax generalist, including both U.S. and international tax exposure.
- Big Four experience a plus
- Financial Services industry experience a plus.
- Extensive knowledge of international tax laws and U.S. tax laws regarding foreign income.
- Experience with commodity trading, financial products, or global investment structures a strong plus.
- Experience coordinating with global tax advisors and auditors.
- Extremely proficient with accounting and tax preparation software.
- Ability to interpret complex tax legislation and communicate implications clearly to business stakeholders.
- Proactive approach to tax planning and risk management.
- Proficient in Microsoft Office Suite with advanced Excel skills.
- Bilingual or multilingual a plus.
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Salary : $140,000 - $150,000