Tax Managing Director, Alternative Investments

Tax Managing Director, Alternative Investments

Application for the Tax Managing Director, Alternative Investments role at BDO USA
.

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 client and firm compliance with authorities and BDO tax policies.
• Prepares required filings while minimizing tax burden.
• Collects necessary data and communicates missing items.
• Uses firm compliance software for efficiency.
• Collaborates with senior staff on project completion.
• Delivers high‑quality federal, state, and international tax compliance services.
• Leads complex engagements and manages billing, collections, and budgets.
• Builds and manages client relationships; assists in developing new clients.
• Documents client work and conclusions in the tax file.

• Identifies, develops, recommends, and implements efficient 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, required.
• Financial Services experience supporting Alternative Investment funds, preferred.
• Proficiency in partnership taxation, preferred.

• CPA, Licensed Attorney, or IRS Enrolled Agent, required.
• CFP or Masters in Tax, preferred.

• Experience with Microsoft Office, Adobe Acrobat.
• Experience with tax research databases.
• Proficiency in tax compliance process software.

• N/A

• Superior verbal and written communication skills.
• Ability to delegate work effectively.
• Strong analytical, research, and critical thinking 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 develop and maintain client relationships.
• Executive presence and ability to act as primary client contact.

• California: $190,000 – $335,000
• Colorado: $170,000 – $225,000
• Illinois: $175,000 – $250,000
• Maryland: $185,000 – $260,000
• Massachusetts: $215,000 – $300,000
• Minnesota: $170,000 – $250,000
• New Jersey: $190,000 – $350,000
• NYC/Long Island/Westchester: $230,000 – $350,000
• Washington: $180,000 – $240,000
• Washington DC: $190,000 – $300,000

BDO is a global professional services firm, delivering exceptional and sustainable outcomes for clients across the U.S. and over 160 countries. BDO’s culture centers on meaningful connections, curiosity, and belonging, with a commitment to employee development and an ESOP offering that rewards staff participation.

We are dedicated to delivering exceptional experiences for Middle‑Market leaders, building resilient and sustainable solutions, and celebrating diversity, empowerment, and innovation.

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.”