Tax Senior Manager, Alternative Investments

Job Summary:As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.Job Duties:Tax Compliance:Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)Applies understanding of client’s unique set of circumstances, documentation, and/or other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure that the client is in full compliance, while keeping the client’s tax and reporting burden’s as low as possibleEnsures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare returnUtilizes Firm compliance software to maximize efficiency in tax prep processEffectively teams with Partner, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)Delivering high quality federal, state, and international tax compliance servicesLeading complex engagements with a team of tax professionals Managing the engagement, including billing, collections, and the budget for projectsBuilding and managing client relationships; assist in developing new clients and opportunitiesEnsuring/Documenting client work and conclusions in the client tax fileTax Consulting:Identifying, developing, recommending, and implementing efficient and effective tax strategiesSupervisory Responsibilities:Managing teams of Managers, Tax Seniors, and AssociatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree in Accounting or other relevant field required Master’s degree in Accounting or Taxation preferredExperience:More than six (6) years of prior  tax experience, requiredFinancial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred Proficiency in the taxation of partnerships, preferredLicense/Certifications:CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredCFP or Masters in Tax, preferred Software:Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferredExperience with tax research databases, preferredProficient in tax compliance process software, preferredOther Knowledge, Skills & Abilities:Solid verbal and written communication skillsAble to follow instructions as directed by members of Tax TeamTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceIndividual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.California Range:  $146,000 - $200,000Colorado Range:  $120,000 - $185,000NYC/Long Island/Westchester Range:  $140,000 - $120,000Washington Range:  $150,000 - $200,000BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients.Unparalleled partner-involvement Deep industry knowledge and participationGeographic coverage across the U.S.Cohesive global network Focused capabilities across disciplines BDO brings world-class resources and exceptional service to each and every one of our clients. BDO USA is a member of BDO International, the world’s fifth largest accounting network.  BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”. Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more. Some examples of our Total Rewards offerings include: Competitive pay and eligibility for an annual performance bonus. A 401k plan plus an employer matchComprehensive, medical, dental, vision, FSA, and prescription insurance from day oneCompetitive Paid Time Off with daily accrual from day one of employment, plus paid holidaysPaid Parental LeaveAdoption AssistanceFirm paid life insuranceWellness programsAdditional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance    Above offerings may be subject to eligibility requirements. Click here to find out more!Full timePosting Date: 2024-03-09