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, manage budgets, and build and maintain client relationships.

Responsibilities

• Taxes Compliance: Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens. Prepares required filings using a system of review and documentation to ensure full compliance.
• Taxes Compliance: Utilizes Firm compliance software to maximize efficiency in tax prep process. Effectively teams with Principal, Tax Seniors, and Associates on project completion.
• Taxes Consulting: Identifies, develops, recommends, and implements efficient and effective tax strategies. Assists with identifying and developing tax strategies.
• Tax Consulting: Manages complex engagements with a team of tax professionals. Manages the engagement, including billing, collections, and the budget for projects.
• Tax Consulting: 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, or a Master’s in Accountancy or Taxation.
• Six (6) or more years of relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience.
• Prior supervisory experience.
• Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds.
• 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).
• Proficiency in the taxation of partnerships.
• Industry expertise in one or more tax specialties.
• Software Experience: Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), Adobe Acrobat, tax compliance process software, tax research databases.

Qualifications

• Education: Bachelor’s degree required; Master’s in Accountancy or Taxation preferred.
• Experience: Six (6) or more years of relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required.
• Supervisory Experience: Prior supervisory experience, required.
• Industry Expertise: Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred.
• License/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.
• Other Professional Degrees/Certifications: Possession of other professional degrees or certifications applicable to role, preferred.
• Software Experience: Proficiency in tax compliance process software, tax research databases, Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), Adobe Acrobat.

Skills and Abilities

• Verbal and Written Communication: Superior verbal and written communication skills.
• Teamwork: Strong analytical, research, and critical thinking skills as well as decision-making skills. Capable of working well in a team environment.
• Client Relationships: Capacity to develop and manage 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

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. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Our Culture

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. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on 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.” Click here to find out more!

Equal Opportunity Employer

Equal Opportunity Employer, including disability/vets. Click here to find out more!