Tax Manager, Alternative Investments

Min 4 yrs required

Full-time

No

# Tax Manager, Alternative Investments

BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”. Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards.

As a Tax Manager, Alternative Investments you will be part of our Alternative Investments practice, assisting in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. You will be responsible for ensuring both that clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”). You will also be responsible for identifying, developing, recommending, and implementing efficient and effective tax strategies.

## Job Duties

- Ensures both that (a) clients comply with all applicable authorities, while at the same time 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 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.
- 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 teams with Partner, Tax Seniors, and Associates on completion of project (follow-up with Open items list).
- Delivering high quality federal, state, and international tax compliance services.
- Leading complex engagements with a team of tax professionals.
- Managing the engagement, including billing, collections, and the budget for projects.
- Building and managing client relationships.
- Ensuring/Documenting client work and conclusions in the client tax file.
- Identifying, developing, recommending, and implementing efficient and effective tax strategies.
- Managing and mentoring teams of Tax Seniors and Associates.

## Qualifications, Knowledge, Skills and Abilities

### Education

- Bachelor’s degree in Accounting, required
- Master’s degree in Accounting or Taxation, preferred

### Experience

- More than four (4) years of prior 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

### License/Certifications

- CPA, Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
- CFP or Masters in Tax, preferred

### 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

- Solid verbal and written communication skills
- Able to follow instructions as directed by members of Tax Team
- Takes appropriate actions without being asked
- Seeks advice of appropriate superiors regarding issues, problems related to compliance

## Salary Information

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

- California Range: $102,300 - $150,000
- Colorado Range: $110,000 - $130,000
- New York City/ Valhalla Range: $110,000 - $150,000
- Washington Range: $86,000 - $115,000

## About BDO

BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients.

Our Total Rewards package includes:

- Competitive pay and eligibility for an annual performance bonus.
- A 401k plan plus an employer match.
- Comprehensive, medical, dental, vision, FSA, and prescription insurance from day one.
- Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays.
- Paid Parental Leave.
- Adoption Assistance.
- Firm paid life insurance.
- Wellness programs.
- Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance.

Above offerings may be subject to eligibility requirements.

## Job Info

- Job Identification 2814
- Job Category Generalist
- Posting Date 08/31/2023, 12:11 AM
- Apply Before 08/30

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