BDO USA
Tax Managing Director, Alternative Investments
BDO USA, San Francisco, California, United States, 94199
Tax Managing Director, Alternative Investments
Apply for the
Tax Managing Director, Alternative Investments
role at
BDO USA .
Job Description 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.
Job Summary The role involves leading tax compliance and consulting for high-growth investment funds, ensuring compliance while minimizing tax and reporting burdens, and managing client relationships and engagement teams.
Job Duties Tax Compliance
Ensures that clients comply with all applicable authorities while minimizing their tax and reporting burdens, and that self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
Applies understanding of client’s unique circumstances, documentation, and other requirements mandated by law to prepare required filings (tax returns) using a system of review and documentation to ensure full compliance.
Ensures all data needed to comply with filing requirements are collected and communicates missing items to prepare returns.
Utilizes Firm compliance software to maximize efficiency in the tax prep process.
Collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on project completion and follows up with the 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; assists in developing new clients and opportunities.
Ensures client work and conclusions are documented 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.
Education & Qualifications
Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required.
Master’s Degree in Accounting or Taxation, preferred.
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 (Venture Capital, Private Equity, Real Estate, Hedge Funds), preferred.
Proficiency in the taxation of partnerships, preferred.
CPA, Licensed Attorney, or Internal Revenue Service Enrolled Agent, required.
CFP or Masters in Tax, preferred.
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, Outlook) and Adobe Acrobat, preferred.
Experience with tax research databases, preferred.
Proficiency in tax compliance process software, preferred.
Superior verbal and written communication skills.
Ability to effectively delegate work.
Strong analytical, research and critical thinking skills and decision-making ability.
Capacity to work well in a team environment.
Ability to compose written tax advice and maintain client relationships.
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.
Salary Ranges California: $190,000 – $335,000
Colorado: $170,000 – $225,000
Illinois: $175,000 – $250,000
Maryland: $185,000 – $260,000
Massachusetts: $215,000 – $300,000
Minnesota: $170,000 – $250,000
New Jersey: $190,000 – $350,000
NYC/Long Island/Westchester: $230,000 – $350,000
Washington: $180,000 – $240,000
Washington DC: $190,000 – $300,000
About Us BDO is a global professional services firm focused on delivering exceptional and sustainable outcomes for clients, people, and communities. We offer flexibility, opportunities for advancement, and a culture centered on meaningful connections, curiosity, and authenticity. BDO is an ESOP company that shares ownership with employees and provides comprehensive compensation and Total Rewards benefits.
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. BDO USA, P.A. is an EO employer for M/F/Veteran/Disability.
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Tax Managing Director, Alternative Investments
role at
BDO USA .
Job Description 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.
Job Summary The role involves leading tax compliance and consulting for high-growth investment funds, ensuring compliance while minimizing tax and reporting burdens, and managing client relationships and engagement teams.
Job Duties Tax Compliance
Ensures that clients comply with all applicable authorities while minimizing their tax and reporting burdens, and that self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”).
Applies understanding of client’s unique circumstances, documentation, and other requirements mandated by law to prepare required filings (tax returns) using a system of review and documentation to ensure full compliance.
Ensures all data needed to comply with filing requirements are collected and communicates missing items to prepare returns.
Utilizes Firm compliance software to maximize efficiency in the tax prep process.
Collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on project completion and follows up with the 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; assists in developing new clients and opportunities.
Ensures client work and conclusions are documented 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.
Education & Qualifications
Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required.
Master’s Degree in Accounting or Taxation, preferred.
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 (Venture Capital, Private Equity, Real Estate, Hedge Funds), preferred.
Proficiency in the taxation of partnerships, preferred.
CPA, Licensed Attorney, or Internal Revenue Service Enrolled Agent, required.
CFP or Masters in Tax, preferred.
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, Outlook) and Adobe Acrobat, preferred.
Experience with tax research databases, preferred.
Proficiency in tax compliance process software, preferred.
Superior verbal and written communication skills.
Ability to effectively delegate work.
Strong analytical, research and critical thinking skills and decision-making ability.
Capacity to work well in a team environment.
Ability to compose written tax advice and maintain client relationships.
Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.
Salary Ranges California: $190,000 – $335,000
Colorado: $170,000 – $225,000
Illinois: $175,000 – $250,000
Maryland: $185,000 – $260,000
Massachusetts: $215,000 – $300,000
Minnesota: $170,000 – $250,000
New Jersey: $190,000 – $350,000
NYC/Long Island/Westchester: $230,000 – $350,000
Washington: $180,000 – $240,000
Washington DC: $190,000 – $300,000
About Us BDO is a global professional services firm focused on delivering exceptional and sustainable outcomes for clients, people, and communities. We offer flexibility, opportunities for advancement, and a culture centered on meaningful connections, curiosity, and authenticity. BDO is an ESOP company that shares ownership with employees and provides comprehensive compensation and Total Rewards benefits.
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. BDO USA, P.A. is an EO employer for M/F/Veteran/Disability.
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