Tax Manager, Alternative Investments

Job Summary

The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

Job Duties

• 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”).
    • Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possible.
      • 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.
            • Ledges 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.