Job Title: Tax Managing Director, Alternative Investments
Job Responsibilities:
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 company policies, standards, and the BDO Tax Quality Manual.
- Apply understanding of client’s unique circumstances and prepare required filings (tax returns) using a system of review and documentation.
- Ensure all data needed to comply with filing requirements are collected and communicate missing items to prepare returns.
- 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 the engagement, including billing, collections, and the budget for projects.
- Build and manage client relationships; assist in developing new clients and opportunities.
- Ensure and 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 Master’s 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 the 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
Additional Information:
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.
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 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.
