Tax Senior, Alternative Investments, Core Tax Services

Min 2 yrs required

Full-time

No

Relocation Assistance No


## Tax Senior, Alternative Investment, Core Tax Services

### Job Summary

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

### Job Duties

As a Tax Senior in our Alternative Investments Practice you will play a key role. Job duties include:

* **Tax Compliance**
* Ensure clients comply with all applicable authorities, while minimizing their tax and reporting burdens
* 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 set of circumstances, documentation, and/or other requirements mandated by law and prepare 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
* 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 team with Manager 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
* Ensure/Document client work and conclusions in the client tax file
* **Tax Consulting**
* Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies.

### Supervisory Responsibilities

* Mentoring teams of Associates

### Qualifications, Knowledge, Skills and Abilities

#### Education

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

#### Experience

* More than two (2) 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

* Working towards CPA, CFP, Masters in Tax, or JD, 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

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: $84,000 - $107,500
* Colorado Range: $80,000 - $95,000
* New York City/ Valhalla Range: $80,000 - $105,000
* Washington Range: $76,000 - $105,000

### 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 offerings include:

* 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 our clients. BDO USA is a member of BDO International, the world’s fifth largest accounting network.

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, 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 our 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 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

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