Tax Managing Director, Alternative Investments

About the role

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

Responsibilities

• Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensure self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM")
• Apply understanding of client's unique circumstances, documentation, and/or other requirements mandated by law and prepare required filings (tax returns) using a system of review and documentation to ensure full compliance while keeping tax and reporting burdens as low as possible
• Ensure all data needed to comply with filing requirements are collected; identify and properly communicate missing items to prepare return
• Utilize Firm compliance software to maximize efficiency in tax prep process
• Effectively collaborate with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
• Deliver high quality federal, state, and international tax compliance services
• Lead complex engagements with a team of tax professionals
• Manage the engagement, including billing, collections, and the budget for projects
• Build and manage client relationships; assist in developing new clients and opportunities
• Ensure/Document client work and conclusions in the client tax file
• Identify, develop, recommend, and implement efficient and effective tax strategies
• Manage teams of Senior Managers, Managers, Tax Seniors, and Associates

Qualifications

• Bachelor's Degree in Accounting, Finance, Economics, or Statistics required
• Master's Degree in Accounting or Taxation preferred
• Ten (10) 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
• CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent required
• CFP or Masters in Tax preferred

Skills

• 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
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients
• 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

Pay

• California Range: $190,000 - $335,000
• Colorado Range: $170,000 - $225,000
• Illinois Range: $175,000 - $250,000
• Maryland Range: $185,000 - $260,000
• Massachusetts Range: $215,000 - $300,000
• Minnesota Range: $170,000 - $250,000
• New Jersey Range: $190,000 - $350,000
• NYC/Long Island/Westchester Range: $230,000 - $350,000
• Washington Range: $180,000 - $240,000
• Washington DC Range: $190,000 - $300,000