Job Title: Tax Managing Director, Alternative Investments
Job Responsibilities:
Tax Compliance:
- Ensure clients comply with applicable authorities while minimizing tax and reporting burdens.
- Ensure self and client service teams adhere to company policies and the BDO Tax Quality Manual.
- Understand clients' unique circumstances and prepare required filings using a review and documentation system.
- Collect necessary data to comply with filing requirements and communicate missing items effectively.
- Utilize company compliance software for efficient tax preparation.
- Collaborate with Principals, Senior Managers, Managers, Tax Seniors, and Associates to complete projects.
- Deliver high-quality federal, state, and international tax compliance services.
- Lead complex engagements with a team of tax professionals.
- Manage engagements, including billing, collections, and project budgets.
- Build and manage client relationships and 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 is required.
- Master’s Degree in Accounting or Taxation is preferred.
Experience:
- Ten or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience is 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 or Licensed Attorney, or Internal Revenue Service Enrolled Agent is required.
- CFP or Masters in Tax 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:
- 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 to develop and manage a team of tax professionals.
- Ability to compose written tax advice.
- Capability to effectively develop and maintain 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
About Company:
At 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. 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. 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.
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 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.
