Attorney in Charlotte, NC

In-House

Charlotte, NC

Attorney in Charlotte, NC

Non-practicing Attorney

No

Job Title: Tax Managing Director, Alternative Investments

Job Responsibilities:

Tax Compliance:
- Ensure clients comply with all applicable authorities while minimizing tax and reporting burdens.
- Ensure self and client service teams comply with all company policies, standards, and the BDO Tax Quality Manual (TQM).
- Apply understanding of client’s unique circumstances and prepare required filings using a system of review and documentation.
- Ensure all data needed for compliance is collected and communicate missing items for return preparation.
- Utilize company compliance software to maximize efficiency in the tax preparation process.
- Collaborate effectively with Principals, Senior Managers, Managers, Tax Seniors, and Associates on project completion.
- Deliver high-quality federal, state, and international tax compliance services.
- Lead complex engagements with a team of tax professionals.
- Manage engagement, including billing, collections, and the budget for projects.
- Build and manage client relationships; assist in developing new clients and opportunities.
- Document client work and conclusions in the client tax file.

Tax Consulting:
- Identify, develop, recommend, and implement efficient and effective tax strategies.

Supervisory Responsibilities:
- Manage teams of Senior Managers, Managers, Tax Seniors, and Associates.

Education and Experience Information:

Education:
- Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required.
- Master’s Degree in Accounting or Taxation, preferred.

Experience:
- Ten 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.

License/Certifications:
- CPA or 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.

Other Knowledge, Skills, & Abilities:
- 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 ,000
Colorado Range: $170,000 - $225,000
Illinois Range: $175,000 - $250,000
Maryland Range: $190,000 - $260,000
Massachusetts Range: $205,000 - $300,000
Minnesota Range: $170,000 - $250,000
New Jersey Range: $190,000 - $300,000
NYC/Long Island/Westchester Range: $200,000 - $245,000
Washington Range: $180,000 - $240,000
Washington DC Range: $205,000 - $300,000

Jul 17, 2025
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