Tax Experienced Senior, Alternative Investments

This role in our Alternative Investments practice assists in providing tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

Responsibilities

• Ensures both that (a) clients comply with all applicable authorities while 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 circumstances, documentation, and legal requirements to prepare required tax filings, ensuring full compliance while minimizing the client’s tax and reporting burdens.
• Collects all data needed for compliance; identifies and communicates missing items required to prepare returns.
• Utilizes Firm compliance software to maximize efficiency in the tax preparation process.
• Collaborates effectively with Managers and Associates to complete projects, including follow-up on open items.
• Delivers high-quality federal, state, and international tax compliance services.
• Leads complex engagements with a team of tax professionals.
• Manages engagements, including billing, collections, and project budgets.
• Documents client work and conclusions in the client tax file.
• Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies.
• Mentors teams of Associates.
• Performs other duties as required.

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in another focus area AND CPA certification, required.
• Master’s Degree in Accountancy or Taxation, preferred.
• Three (3) or more years of tax 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.
• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or equivalent), preferred.
• Possession of other professional degrees or certifications applicable to the role, preferred.

Skills

• Proficiency with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat.
• Experience with tax research databases.
• Proficient in tax compliance process software.
• Solid verbal and written communication skills.
• Able to follow instructions and take appropriate actions without being asked.
• Seeks advice from superiors regarding compliance-related issues and problems.

Pay

• California Range: $96,000 - $125,000
• Colorado Range: $80,000 - $100,000
• Illinois Range: $90,000 - $108,000
• Maryland Range: $98,000 - $110,000
• Massachusetts Range: $102,000 - $119,000
• Minnesota Range: $80,000 - $95,000
• New Jersey Range: $88,000 - $125,000
• NYC/Long Island/Westchester Range: $115,000 - $130,000
• Washington Range: $83,000 - $115,000
• Washington DC Range: $105,000 - $117,000

Benefits

BDO offers a comprehensive Total Rewards package, including an Employee Stock Ownership Plan (ESOP). The ESOP provides participants with a stake in the firm’s success through beneficial ownership, fully funded by BDO with no employee contributions required. The annual allocation to the ESOP grants employees the opportunity to grow their wealth over time as shares vest and increase in value with the firm’s success.

Benefits may be subject to eligibility requirements. Click here to find out more!

About Us

At BDO, we offer more than a career—we provide a place where your work is impactful, and you are valued for your individuality. Our culture centers on making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. Our purpose is helping people thrive every day, reflected in everything we do.

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 and helping companies move from business as usual to better than usual.

• Empowering team members to explore their full potential.
• Leveraging diverse perspectives and understanding the experiences of our professionals and clients.
• Celebrating ingenuity and innovation to transform our business and help clients transform theirs.
• Focusing on resilience and sustainability to positively impact our people, clients, and communities.