Tax Manager, Alternative Investments

Tax Compliance

Tax Compliance ensures both that clients comply with all applicable authorities, while at the same time 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”). This includes applying an understanding of the client's unique set of circumstances, documentation, and/or other requirements mandated by law to prepare 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. It involves ensuring all data needed to comply with filing requirements are collected, identifying and properly communicating missing items to prepare returns, utilizing Firm compliance software to maximize efficiency in the tax prep process, and effectively collaborating with Principals, Tax Seniors, and Associates on the completion of projects.

Tax Compliance also 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, and delivers high quality federal, state, and international tax compliance services.

Tax Consulting

Tax Consulting assists with identifying, developing, recommending, and implementing efficient and effective tax strategies. This includes working with clients to understand their unique situations and providing tailored tax solutions.

Supervisory Responsibilities

Manages and mentors teams of Tax Seniors and Associates, ensuring they meet performance goals and develop professionally. Manages complex engagements and budgets, and builds and maintains strong client relationships.

Education Qualifications, Knowledge, Skills and Abilities

• Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred
• Master’s Degree in Accounting or Taxation, preferred
• Five (5) 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 including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred
• Proficiency in the taxation of partnerships, preferred
• Prior supervisory experience required
• 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 beneficial
• 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

Language

N/A

Other Knowledge, Skills, & Abilities

• 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

About Us

BDO is 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. We empower team members to explore their full potential, celebrating ingenuity and innovation to transform our business and help our clients transform theirs. We focus on resilience and sustainability to positively impact our people, clients, and communities. BDO Total Rewards that encompass so much more than traditional “benefits.”

Benefits

Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets

Contact Information

For more information about BDO, visit our website or contact us directly.