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. Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return; utilizes Firm compliance software to maximize efficiency in tax prep process. Effectively collaborates with Principals, Tax Seniors, and Associates on completion of project (follow-up with Open items list); delivers high quality federal, state, and international tax compliance services; 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/document client work and conclusions in the client tax file.

Tax Consulting

Tax Consulting assists with identifying, developing, recommending, and implementing efficient and effective tax strategies.

Supervisory Responsibilities

Manages and mentors teams of Tax Seniors and Associates.

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
• 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 beneficial
• Software Experience: with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
• Experience with tax research databases, preferred
• Experience with tax compliance process software, preferred

Language

N/A

Other Knowledge, Skills, & Abilities

• Superior verbal and written communication skills
• Ability to effectively delegate work as needed
• 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

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.

Benefits

Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"