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Tax Manager, Alternative Investments
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BDO USA JOB DESCRIPTION The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Summary The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties Tax Compliance 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, 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 Ensures/Documents client work and conclusions in the client tax file Tax Consulting Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies Supervisory Responsibilities Manages and mentors teams of Tax Seniors and Associates Education Qualifications, Knowledge, Skills and Abilities: Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred Master’s Degree in Accounting or Taxation, preferred Experience Qualifications, Knowledge, Skills and Abilities: Five (5) 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 Prior supervisory experience required License/Certifications Qualifications, Knowledge, Skills and Abilities: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Possession of other professional degrees or certifications applicable to role beneficial Software Qualifications, Knowledge, Skills and Abilities: 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 Qualifications, Knowledge, Skills and Abilities: N/A Other Knowledge, Skills, & Abilities Qualifications, Knowledge, Skills and 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. Salary ranges are as follows: California Range: $112,000 - $150,000, Colorado Range: $90,000 - $130,000, Illinois Range: $105,000 - $130,000, Maryland Range: $113,000 - $120,000, Massachusetts Range: $120,000 - $127,000, Minnesota Range: $90,000 - $120,000, New Jersey Range: $115,000 - $140,000, NYC/Long Island/Westchester Range: $125,000 - $160,000, Washington Range: $110,000 - $125,000, Washington DC Range: $120,000 - $140,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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Tax Manager, Alternative Investments
role at
BDO USA JOB DESCRIPTION The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Summary The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties Tax Compliance 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, 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 Ensures/Documents client work and conclusions in the client tax file Tax Consulting Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies Supervisory Responsibilities Manages and mentors teams of Tax Seniors and Associates Education Qualifications, Knowledge, Skills and Abilities: Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred Master’s Degree in Accounting or Taxation, preferred Experience Qualifications, Knowledge, Skills and Abilities: Five (5) 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 Prior supervisory experience required License/Certifications Qualifications, Knowledge, Skills and Abilities: CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required Possession of other professional degrees or certifications applicable to role beneficial Software Qualifications, Knowledge, Skills and Abilities: 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 Qualifications, Knowledge, Skills and Abilities: N/A Other Knowledge, Skills, & Abilities Qualifications, Knowledge, Skills and 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. Salary ranges are as follows: California Range: $112,000 - $150,000, Colorado Range: $90,000 - $130,000, Illinois Range: $105,000 - $130,000, Maryland Range: $113,000 - $120,000, Massachusetts Range: $120,000 - $127,000, Minnesota Range: $90,000 - $120,000, New Jersey Range: $115,000 - $140,000, NYC/Long Island/Westchester Range: $125,000 - $160,000, Washington Range: $110,000 - $125,000, Washington DC Range: $120,000 - $140,000 About Us Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
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