Attorney in New York City, NY

In-House

New York City, NY

Attorney in New York City, NY

Non-practicing Attorney

Min 5 yrs required

No

Job Title: Tax Manager, Alternative Investments

Job Responsibilities:

The Tax Manager, Alternative Investments is responsible for assisting in the provision of tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. The primary duties include:

Tax Compliance:
- Ensuring that clients comply with all applicable authorities while minimizing their tax and reporting burdens.
- Ensuring that both self and client service teams comply with all company policies, standards, and the BDO Tax Quality Manual (TQM).
- Applying an understanding of the client’s unique circumstances, documentation, and other legal requirements to prepare required tax filings, ensuring full compliance while minimizing the client's tax and reporting burdens.
- Collecting all necessary data to comply with filing requirements and identifying any missing items needed to prepare returns.
- Utilizing company compliance software to maximize efficiency in the tax preparation process.
- Collaborating effectively with Principals, Tax Seniors, and Associates to complete projects, including following up on open items.
- Delivering high-quality federal, state, and international tax compliance services.
- Leading complex engagements with a team of tax professionals.
- Managing engagements, including billing, collections, and budgeting for projects.
- Building and managing client relationships.
- 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:
- Managing and mentoring teams of Tax Seniors and Associates.

Education and Experience Information:

Education:
- Bachelor’s Degree is required, with a preference for a focus in Accounting, Finance, Economics, or Statistics.
- A Master’s Degree in Accounting or Taxation is preferred.

Experience:
- A minimum of five years of relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services is required.
- Financial Services industry experience supporting Alternative Investment funds, including Venture Capital, Private Equity, Real Estate, and Hedge Funds, is preferred.
- Proficiency in the taxation of partnerships is preferred.
- Prior supervisory experience is required.

License/Certifications:
- CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (EA) is required.
- Possession of other professional degrees or certifications applicable to the role is beneficial.

Software:
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook) and Adobe Acrobat is preferred.
- Experience with tax research databases is preferred.
- Proficiency in tax compliance process software is preferred.

Other Knowledge, Skills, and 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.
- Capability of developing and managing a team of tax professionals.
- Ability to compose written tax advice.
- Capability of effectively developing and maintaining client relationships.
- Executive presence and ability to act as the primary client ,000
- Colorado Range: $90,000 - $130,000
- Illinois Range: $105,000 - $130,000
- Maryland Range: $111,000 - $122,000
- Massachusetts Range: $115,000 - $130,000
- Minnesota Range: $90,000 - $120,000
- New Jersey Range: $110,000 - $145,000
- NYC/Long Island/Westchester Range: $120,000 - $150,000
- Washington Range: $110,000 - $125,000
- Washington DC Range: $123,000 - $139,000

About Company: