Job Title: Tax Experienced Senior, Alternative Investments
Job Responsibilities:
Tax Compliance
- Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens.
- Ensure compliance with all company policies, standards, and the BDO Tax Quality Manual.
- Apply understanding of clients' unique circumstances to prepare required filings (tax returns) using a system of review and documentation.
- Collect all necessary data to comply with filing requirements and communicate missing items to prepare returns.
- Use company compliance software to maximize efficiency in the tax preparation process.
- Collaborate effectively with Managers 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 the engagement, including billing, collections, and the budget for projects.
- Document client work and conclusions in the client tax file.
Tax Consulting
- Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies.
Other Duties
- Perform other duties as required.
Supervisory Responsibilities:
- Mentor teams of Associates.
Education and Experience Information:
Education:
- Bachelor's Degree in Accounting, Finance, Economics, or Statistics is required. Alternatively, a Bachelor's degree in another focus area with CPA certification is required.
- A Master's Degree in Accountancy or Taxation is preferred.
Experience:
- Three or more years of tax experience are required.
- Experience in the Financial Services industry supporting Alternative Investment funds, including Venture Capital, Private Equity, Real Estate, and Hedge Funds, is preferred.
- Proficiency in the taxation of partnerships is preferred.
License/Certifications:
- CPA certification, Attorney (admitted to practice in a . jurisdiction), or Internal Revenue Service Enrolled Agent (EA) or equivalent designation is preferred.
- Possession of other professional degrees or certifications applicable to the role is preferred.
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 & Abilities:
- Solid verbal and written communication skills.
- Ability to follow instructions as directed by members of the Tax Team.
- Ability to take appropriate actions without being asked.
- Seeks advice from appropriate superiors regarding issues related to compliance.
Salary Information:
Individual salaries offered to a candidate are determined after consideration of numerous factors, including but not limited to the candidate’s qualifications, experience, skills, and geography. The salary ranges for various locations are as follows:
- California Range: $96,000 - $125,000
- Colorado Range: $80,000 - $100,000
- Illinois Range: $90,000 - $108,000
- Maryland Range: $95,000 - $110,000
- Massachusetts Range: $100,000 - $115,000
- Minnesota Range: $80,000 - $95,000
- New Jersey Range: $95,000 - $125,000
- NYC/Long Island/Westchester Range: $100,000 - $120,000
- Washington Range: $83,000 - $115,000
- Washington DC Range: $100,000 - $115,000
About Us:
Join us at the company, where you will find more than a career; you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At the company, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. The company is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth in value with our . team. The company professionals provide assurance, tax, and advisory services for a diverse range of clients across the . and in over 160 countries through our global organization.
The company is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by the company through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and an unwavering commitment to quality, we pride ourselves on:
- Welcoming diverse perspectives and understanding the experience of our professionals and clients.
- Empowering team members to explore their full potential.
- Our talented team who brings varying skills, knowledge, and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities.
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.
- Focus on resilience and sustainability to positively impact our people, clients, and communities.
- The company Total Rewards that encompass so much more than traditional “benefits."
Equal Opportunity Employer, including disability/vets.
