Tax Experienced Manager, Alternative Investments

About the role

The Tax Manager will assist in providing tax compliance & consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. They will lead complex engagements with a team of tax professionals, manage the engagement, including billing, collections, and the budget for projects, and build and manage client relationships.

Responsibilities

• Tax Compliance: Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens. Prepares required filings (tax returns) using a system of review and documentation to ensure full compliance, while keeping the client's tax and reporting burden as low as possible.
• Tax Compliance Process: Utilizes Firm compliance software to maximize efficiency in tax prep process. Effectively teams with Principal, Tax Seniors, and Associates on completion of project (follow-up with Open items list).
• Tax Consulting: Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies.
• Supervisory Responsibilities: Manages teams of Tax Seniors and Associates.

Requirements

• Education: Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics, preferred. Master’s in Accountancy or Taxation, preferred.
• Experience: Six (6) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required. Prior supervisory experience, required.
• Industry Experience: Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred.
• Licenses/Certifications: 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, preferred.
• Software Experience: Proficiency in the taxation of partnerships, preferred. Industry expertise in one or more tax specialties, preferred. Proficient in tax compliance process software, preferred.

Qualifications

• Knowledge: Superior verbal and written communication skills. 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. Capable of composing written tax advice. Capable of effectively developing and maintaining client relationships.
• Other Skills: Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.

Skills

• Superior verbal and written communication skills.
• 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.
• Capable of composing written tax advice.
• Capable of effectively developing and maintaining client relationships.

Benefits

California Range: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Virginia Range: $140,000 - $165,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000

Pay

California Range: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Virginia Range: $140,000 - $165,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000

Schedule

Not specified