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, minimizes tax and reporting burdens, and keeps client’s tax and reporting burden’s as low as possible.
• Prepares required filings (tax returns) using a system of review and documentation to ensure full compliance.
• 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).
• 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.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics, preferred.
• Master’s in Accountancy or Taxation, preferred.
• 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.
• 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.
• Industry expertise in one or more tax specialties, preferred.
• 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.
• Certified Financial Planner (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.

Qualifications

• 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.

Skills

• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients.

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

Full-time