Experienced Tax Senior, Alternative Investments

Min 3 yrs required

Full-time

No

Salary Range:
California Range: $96,000 - $112,000
Colorado Range: $95,000 - $110,000
New York City/ Valhalla Range: $80,000 - $105,000
Washington Range: $95,000 - $112,500



# Experienced Tax Senior, Alternative Investments

BDO, a global accounting network, is looking for an experienced Tax Senior to join their Alternative Investments team. This position offers competitive pay and eligibility for an annual performance bonus, as well as a comprehensive benefits package.

## Job Summary

As a team member in BDO’s Alternative Investments practice, you will assist in providing tax compliance & consulting services to their Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

## Job Duties

- Tax Compliance
- Ensuring 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”).
- Applying understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and preparing 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.
- Ensuring all data needed to comply with filing requirements are collected; identifying and properly communicating missing items to prepare return.
- Utilizing Firm compliance software to maximize efficiency in tax prep process
- Effectively teaming with Manager 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
- Ensuring/documenting client work and conclusions in the client tax file
- Tax Consulting
- Assisting with identifying, developing, recommending, and implementing efficient and effective tax strategies.

## Supervisory Responsibilities

- Mentoring teams of Associates

## Qualifications, Knowledge, Skills and Abilities

- Bachelor’s degree in Accounting or other relevant field required
- Master’s degree in Accounting or Taxation preferred
- More than three (3) 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
- Working towards CPA, CFP, Masters in Tax, or JD
- 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
- Solid oral 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 Range

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: $96,000 - $112,000
- Colorado Range: $95,000 - $110,000
- New York City/ Valhalla Range: $80,000 - $105,000
- Washington Range: $95,000 - $112,500

## About BDO

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

- Unparalleled partner-involvement
- Deep industry knowledge and participation
- Geographic coverage across the .
- Cohesive global network
- Focused capabilities across disciplines

BDO brings world-class resources and exceptional service to each and every one of their clients. BDO USA is a member of BDO International, the world’s fifth largest accounting network.

## Benefits

BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”. Their wide range of rewards and their employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more.

Some examples of their Total Rewards offerings include:

- 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

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