BDO USA
Overview
Job Title
This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Responsibilities
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
Applies understanding of client's unique set of circumstances, documentation, and / or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible;
Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return;
Utilizes Firm compliance software to maximize efficiency in tax prep process
Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
Delivers high quality federal, state, and international tax compliance services
Leads complex engagements with a team of tax professionals
Manages the engagement, including billing, collections, and the budget for projects
Builds and manages client relationships; assist in developing new clients and opportunities
Ensures / Documents client work and conclusions in the client tax file
Tax Consulting
Identifies, develops, recommends, and implements efficient and effective tax strategies
Supervisory Responsibilities
Manages teams of Senior Managers, Managers, Tax Seniors, and Associates
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required
Master's Degree in Accounting or Taxation, preferred
Experience
Ten (10) or more years of relevant tax experience and / or public accounting, private industry accounting, or consulting / professional services experience, required
Financial Services industry experience supporting Alternative Investment funds including : Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred
Proficiency in the taxation of partnerships, preferred
License / Certifications
CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
CFP or Masters in Tax, preferred
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
Experience with tax research databases, preferred
Proficient in tax compliance process software, preferred
Language: N / A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range :
$190,000 - $335,000
Colorado Range :
$170,000 - $225,000
Illinois Range :
$175,000 - $250,000
Maryland Range :
$190,000 - $260,000
Massachusetts Range :
$205,000 - $300,000
Minnesota Range :
$170,000 - $250,000
New Jersey Range :
$190,000 - $300,000
NYC / Long Island / Westchester Range :
$200,000 - $245,000
Washington Range :
$180,000 - $240,000
Washington DC Range :
$205,000 - $300,000
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This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Responsibilities
Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
Applies understanding of client's unique set of circumstances, documentation, and / or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client's tax and reporting burden's as low as possible;
Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return;
Utilizes Firm compliance software to maximize efficiency in tax prep process
Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
Delivers high quality federal, state, and international tax compliance services
Leads complex engagements with a team of tax professionals
Manages the engagement, including billing, collections, and the budget for projects
Builds and manages client relationships; assist in developing new clients and opportunities
Ensures / Documents client work and conclusions in the client tax file
Tax Consulting
Identifies, develops, recommends, and implements efficient and effective tax strategies
Supervisory Responsibilities
Manages teams of Senior Managers, Managers, Tax Seniors, and Associates
Qualifications, Knowledge, Skills and Abilities Education
Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required
Master's Degree in Accounting or Taxation, preferred
Experience
Ten (10) or more years of relevant tax experience and / or public accounting, private industry accounting, or consulting / professional services experience, required
Financial Services industry experience supporting Alternative Investment funds including : Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred
Proficiency in the taxation of partnerships, preferred
License / Certifications
CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
CFP or Masters in Tax, preferred
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
Experience with tax research databases, preferred
Proficient in tax compliance process software, preferred
Language: N / A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skills
Ability to effectively delegate work as needed
Strong analytical, research and critical thinking skills as well as decision-making skills
Capacity to work well in a team environment
Capable of developing and managing a team of tax professionals
Ability to compose written tax advice
Capable of effectively developing and maintaining client relationships
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range :
$190,000 - $335,000
Colorado Range :
$170,000 - $225,000
Illinois Range :
$175,000 - $250,000
Maryland Range :
$190,000 - $260,000
Massachusetts Range :
$205,000 - $300,000
Minnesota Range :
$170,000 - $250,000
New Jersey Range :
$190,000 - $300,000
NYC / Long Island / Westchester Range :
$200,000 - $245,000
Washington Range :
$180,000 - $240,000
Washington DC Range :
$205,000 - $300,000
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