Job Title: Tax Manager, 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 (TQM).
- Apply understanding of client’s unique circumstances, documentation, and legal requirements to prepare required filings (tax returns).
- Collect all necessary data for filing requirements and communicate any missing items needed to prepare returns.
- Use company compliance software to maximize efficiency in the tax preparation process.
- Collaborate effectively with Principals, Tax Seniors, and Associates on project completion, including follow-up with open items.
- 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 budgeting for projects.
- Build and manage client relationships.
- Document client work and conclusions in the client tax file.
Tax Consulting:
- Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies.
Supervisory Responsibilities:
- Manage and mentor teams of Tax Seniors and Associates.
Education and Experience Information:
Education:
- Bachelor’s Degree required, with a preference for a focus in Accounting, Finance, Economics, or Statistics.
- Master’s Degree in Accounting or Taxation is preferred.
Experience:
- Five or more 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, & Abilities:
- Superior verbal and written communication skills.
- Ability to effectively delegate work as needed.
- Strong analytical, research, critical thinking, and decision-making skills.
- Ability 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: $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:
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 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.
- Company Total Rewards that encompass so much more than traditional “benefits.”
Equal Opportunity Employer, including disability/vets.
