Tax Managing Director, Alternative Investments

JOB DESCRIPTION

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

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

• 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 collaborates with Principals, Senior Managers, 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; assist 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

• 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 or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
• 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

• N/A

• 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

California Range: $190,000 - $335,000

Colorado Range: $170,000 - $225,000

Illinois Range: $175,000 - $250,000

Maryland Range: $185,000 - $260,000

Massachusetts Range: $215,000 - $300,000

Minnesota Range: $170,000 - $250,000

New Jersey Range: $190,000 - $350,000

NYC/Long Island/Westchester Range: $230,000 - $350,000

Washington Range: $180,000 - $240,000

Washington DC Range: $190,000 - $300,000

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with…