Tax Senior Manager, Alternative Investments

BDO USA · United States

Job Summary: As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO’s 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 possible;
• Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return;
• Utilizes Firm compliance software to maximize efficiency in tax prep process
• Effectively teams with Partner, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
• Delivers high quality federal, state, and international tax compliance services
• Leads complex engagements with a team of tax professionals
• Manages the engagement, including billing, collections, and the budget for projects
• Builds and manages client relationships; assists in developing new clients and opportunities
• Ensures/Documents client work and conclusions in the client tax file

• Identifies, develops, recommends, and implements efficient and effective tax strategies
• Other duties as required

• Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
• Master’s in Accountancy or Taxation, preferred

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
• Prior supervisory 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

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations), required
• Possession of other professional degrees or certifications applicable to role, preferred
• CFP or Masters in Tax, preferred

• 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

• 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 primary client contact for preparation and presentation of issues and resolutions to clients