Job Description - U.S. Tax Manager
Position Overview
We are seeking an experienced and proactive U.S. Tax Manager to join our in-house tax team, supporting a diversified portfolio of domestic and international investments and business operations.
The successful candidate will be responsible for managing U.S. federal, state, and international tax compliance, providing technical tax support on investment transactions and cross-border structures, and leading tax-related projects involving internal stakeholders and external professional advisors.
This position requires a combination of solid U.S. tax technical knowledge, strong research and analytical capabilities, effective project management skills, and proactive communication. The ideal candidate is capable of independently managing day-to-day responsibilities, diligently following through on assigned projects, and identifying matters requiring further guidance or escalation.
Key Responsibilities
- U.S. Tax Compliance and Reporting
- Manage and oversee U.S. federal and state tax compliance for U.S. domestic and offshore entities with U.S. tax reporting obligations, such as US withholding taxes.
- Coordinate the preparation and review of U.S. corporate, partnership, and other applicable tax returns such as 1120-F, including related international information reporting.
- Manage tax compliance calendars, filing deadlines, tax payments, supporting documentation, and tax reporting requirements.
- Coordinate with external tax advisors and U.S. tax authorities on compliance matters, inquiries, examinations, and audits.
- Monitor changes in U.S. tax legislation and regulations, assess their implications, and recommend appropriate actions.
- Tax Project Management, Execution and Business Collaboration
- Take ownership of assigned tax projects. Ensure diligent follow-through and timely completion of deliverables by developing and maintaining project action plans, timelines, and task priorities based on objectives and guidance from the tax lead.
- Proactively coordinate with internal stakeholders, external advisors, and other team members to facilitate project progress and resolve routine execution issues.
- Exercise appropriate independence in managing day-to-day project activities while seeking direction on significant technical judgments, changes in scope, or strategic decisions.
- Maintain organized project documentation and tracking records to ensure accountability, effective communication, and proper follow-through.
- Act as a key U.S. tax contact for internal investment, finance, and operations teams.
- Coordinate the work of external tax service providers, ensuring quality, timeliness, and cost effectiveness.
- Support knowledge sharing, process improvements, and the development of efficient tax compliance and project management practices.
- U.S. and Cross-Border Tax Planning
- Conduct technical research and analysis on U.S. federal, state, and international tax matters relevant to the group's investments, transactions, and business operations.
- Prepare clear, accurate, and well-supported technical tax memoranda, research summaries, and recommendations for review by the Tax Director.
- Support tax due diligence, investment structuring, and transaction implementation by gathering relevant information, performing technical analysis, and coordinating with internal stakeholders and external advisors.
- Assist in evaluating and implementing tax planning strategies
- Tax Risk Management and Regulatory Compliance
- Support U.S. FATCA compliance and related cross-border tax reporting and withholding obligations.
- Assist with tax-related regulatory due diligence and compliance initiatives, including coordination with relevant internal teams on FATCA, CRS, and other applicable requirements.
- Support tax audit responses, remediation initiatives, and the development of internal tax controls and procedures.
Qualifications And Experience
Required Qualifications:
- Degree in Taxation, Law, Accounting, or related discipline.
- Minimum 2 years of relevant U.S. tax manager experiences, preferably in a large or mid-sized public accounting firm, investment management organization, multinational corporation, or family office.
- Solid working knowledge of U.S. federal corporate and partnership taxation, with practical exposure to international and cross-border tax matters.
- Practical experience in U.S. tax compliance, including the preparation or review of corporate, partnership, or related tax filings.
- Demonstrated ability to take ownership of assigned projects, coordinate deliverables, monitor deadlines, and communicate progress effectively.
- Strong organizational skills, attention to detail, and ability to manage multiple priorities with an appropriate degree of independence.
- Effective written and verbal communication skills, including the ability to present technical findings clearly and concisely.
- Proficiency in Microsoft Excel, Word, PowerPoint, and relevant tax research applications
Preferred Qualifications
- U.S. CPA, EA, J.D., LL.M. in Taxation, or equivalent relevant professional qualification.
- Experience with U.S. taxation of investment funds, private equity, partnerships, trusts, and international holding structures.
- Knowledge of U.S. withholding tax, FATCA, and international information reporting requirements.
- Exposure to Canadian–U.S. cross-border taxation and offshore investment structures.
- Experience supporting tax planning, investment structuring, transaction tax due diligence, or implementation of tax-efficient strategies.
- Mandarin language proficiency is an asset but not required.
Key Competencies
Project Ownership and Execution: Demonstrates accountability, initiative, and the ability to independently plan, organize, execute, and complete assigned projects.
Technical Expertise and Judgment: Applies U.S. tax knowledge to real-life situations, identifies material risks, and propose practical, well-supported action plans.
Stakeholder Management: Coordinates effectively across business functions and with external advisors to achieve agreed objectives.
Communication and Reporting: Communicates technical findings, project progress, and key decisions clearly, concisely, and in a timely manner.
Adaptability and Problem Solving: Manages changing priorities, resolves issues proactively, and operates effectively in a dynamic, multi-entity environment.
Collaboration and Professionalism: Works constructively within a multidisciplinary team while maintaining high standards of accuracy, confidentiality, and professional integrity.
Note: This posting is for an existing job vacancy. Some steps in the resume screening process may use AI-assisted tools to help identify qualified candidates. All applications will be reviewed fairly and in compliance with the Employment Standards Act (ESA).
