Tax Senior, 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.

• 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 Manager 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
• Ensures/Documents client work and conclusions in the client tax file

• Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies

• Mentors teams of Associates

• Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor’s degree in other focus area AND CPA certification, required
• Master’s Degree in Accountancy or Taxation, preferred

• Two (2) or more years of tax 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), preferred
• Possession of other professional degrees or certifications applicable to role, 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

• Solid verbal and written communication skills
• Able to follow instructions as directed by members of Tax Team
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues, problems related to compliance

California Range: $84,000 - $110,000

Colorado Range: $72,000 - $90,000

Illinois Range: $80,000 - $93,000

Maryland Range: $90,000 - $94,000

Massachusetts Range: $90,000 - $100,000

Minnesota Range: $75,000 - $84,000

New Jersey Range: $82,000 - $112,000

NYC/Long Island/Westchester Range: $100,000 - $118,000

Washington Range: $80,000 - $95,000

Washington DC Range: $93,000 - $98,000

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 curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team.

BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over…