Tax Managing Director, Alternative Investments

Job Summary

This role in our Alternative Investments practice assists in providing tax compliance and consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

• Ensures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures that self and client service teams comply with all firm policies, standards, and the BDO Tax Quality Manual ("TQM").
• Applies understanding of client’s unique circumstances, documentation, and other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure full compliance while keeping the burden as low as possible.
• Ensures all data needed to comply with filing requirements are collected; identifies and communicates missing items to prepare the return.
• Utilizes firm compliance software to maximize efficiency in the tax prep process.
• Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of projects, including 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 are captured in the client tax file.

• Identifies, develops, recommends, and implements efficient and effective tax strategies.

• Manages teams of Senior Managers, Managers, Tax Seniors, and Associates.

• Bachelor’s Degree in Accounting, Finance, Economics, or Statistics – required.
• Master’s Degree in Accounting or Taxation – preferred.

• Ten (10) 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.

• CPA, Licensed Attorney, or IRS Enrolled Agent – required.
• CFP or Master’s in Tax – preferred.

• Experience with Microsoft Office (Excel, PowerPoint, Word, Outlook) and Adobe Acrobat.
• Experience with tax research databases.
• Proficiency in tax compliance process software.

• N/A.

• Superior verbal and written communication skills.
• Ability to effectively delegate work as needed.
• Strong analytical, research and critical thinking skills, and 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.

Join us at BDO, where you will find more than a career— you’ll find a place where your work is impactful, and where you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture centers around meaningful connections, curiosity, and authenticity, while making a positive difference in the world.

BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financial growth with its U.S. team. BDO provides assurance, tax and advisory services across more than 160 countries.

We are committed to delivering exceptional experiences to mid‑market leaders by sharing insight‑driven perspectives and helping companies elevate their business.

• Welcoming diverse perspectives and understanding the experience of our professionals and clients.
• Empowering team members to explore their full potential.
• 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.
• Comprehensive compensation and total rewards benefits.

Equal Opportunity Employer, including disability/vets.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability.