US Tax Director, Bermuda

Investment funds with investors all over the world bring their US tax questions to this team. As Director, you’ll be the one with the answers. You’ll lead planning, structuring and compliance across a portfolio of fund clients. You’ll also sit with the partners on where the practice grows next, and build the team that gets it there.

The practice is growing, the culture is collaborative and the work-life balance is real. Your commute will be shorter than most client calls. Bermuda puts a global finance community on your doorstep, the Atlantic outside your window and New York under two hours away.

Lead it well, and the next title on your business card could be Partner.

• Lead US tax compliance and consulting for investment partnerships, including hedge funds, mutual funds and private equity funds
• Advise on fund and management company structures to keep them tax-efficient
• Own the partnership tax work, including K-1s and K-3s for US and non-US funds
• Build long-term client relationships and present complex positions in plain terms
• Lead and develop the team, and help price and negotiate engagements
• Move the practice further into automation, data analytics and visualisation tools

• 10+ years of recent US tax experience in professional services
• Strong financial services client experience in funds, private equity, asset management or insurance
• Partnership tax knowledge and a solid grasp of alternative investment strategies and vehicles
• US CPA or Enrolled Agent