Gerald Group

Position Summary:
We are seeking an experienced Tax Manager with deep expertise in U.S. domestic tax and broad exposure to international tax compliance and consulting. The ideal candidate will have at least 6 years of experience as a tax generalist, encompassing U.S. corporate, individual, and international tax matters. Experience within or familiarity with commodity trading or financial services operations is highly desirable.

Responsibilities:

Domestic Tax (U.S.)

• 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.

International Tax

• 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.

Required Skills/Abilities:

• Bachelor’s degree in Accounting, Finance, or related field.
• Master’s degree in Taxation preferred.
• CPA strongly preferred.
• 6+ years of progressive experience as a tax generalist, including both U.S. and international tax exposure.
• Big Four experience a plus or commodity or trading 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.
• Proven ability to manage multiple complex tax projects across jurisdictions.
• Excellent analytical, communication, and leadership skills.
• Excellent organizational skills and attention to detail.
• 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.
• Maintains a strong work ethic and responds well to challenges.
• Ability to maintain confidentiality.
• Proficient in Microsoft Office Suite with advanced Excel skills.
• Bilingual or multilingual a plus.
• Ability to work in office Monday through Friday.

Employee Programs & Benefits:

• Comprehensive medical, dental, vision, and life insurance benefits
• Commuter benefits
• Flexible Spending Accounts
• Health Saving Account
• 401(k) plan with company match
• Short- and long-term disability
• Tuition reimbursement
• Paid time off for vacation, personal, and sick time

We are an equal-opportunity employer. Our teams consist of professionals with diverse backgrounds and skill sets, all of which contribute to the efficacy and profitability of our operations. We take pride in our contributions in aiding developing economies, reducing carbon emissions, and in building towards a more progressive and equitable future.