Experienced Tax Manager, Alternative Investments

Min 5 yrs required

Full-time

No

# Experienced Tax Manager, Alternative Investments

BDO is looking for an experienced Tax Manager to join our Alternative Investments practice and assist in providing tax compliance and consulting services to our Private Equity, Hedge Fund, Fund of Fund, Foreign (non-US Partnerships) and Real Estate clients. Our Tax Manager will play a key role in 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, and ensuring/documenting client work and conclusions in the client tax file.

## Job Duties and Responsibilities

The Tax Manager will be responsible for the following duties:

- 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 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.
- 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 Partner, Managing Directors, Tax Seniors, and Associates on completion of project and coordination of client deliverables to meet client deadlines.
- 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.
- Assisting with identifying, developing, recommending, and implementing efficient and effective tax strategies.

## Qualifications, Knowledge, Skills and Abilities

The ideal candidate for this position will possess the following 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 five (5) years of prior tax experience, required
- Financial Services industry experience supporting Alternative Investment funds including: Private Equity, Fund of Funds, Foreign Partnerships Real Estate, and Hedge Funds, required
- Proficiency in the taxation of partnerships, required
- Proficiency in identifying and reporting required information for US investors in foreign partnerships
- CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
- Experience with tax research databases
- Proficient in tax compliance process software
- 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: $136,000 - $165,000
- Colorado Range: $130,000 - $155,000
- New York City/ Valhalla Range: $175,000 - $180,000
- Washington Range: $132,000 - $150,000

## 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 services 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.

## Total Rewards Package

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

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