Tax Senior, Alternative Investments

Job Title

Tax Senior, Alternative Investments – BDO USA

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 tax and reporting burdens, and that self and client service teams comply with all firm policies, standards, and the BDO Tax Quality Manual (TQM).
• Applies understanding of clients’ unique circumstances, documentation, and regulatory requirements to prepare required filings (tax returns) using a system of review and documentation to ensure full compliance while keeping tax and reporting burdens low.
• Ensures all data needed for filing requirements are collected; identifies and communicates missing items.
• Utilizes firm compliance software to maximize efficiency in tax preparation.
• Collaborates with Manager and Associates on project completion (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 project budget.
• Ensures documentation and conclusions are recorded in the client tax file.

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

• Mentors teams of Associates.

• Required:
  
  Bachelor’s Degree in Accounting, Finance, Economics, or Statistics; OR Bachelor’s Degree in another focus area and CPA certification.
• Preferred:
  Master’s Degree in Accountancy or Taxation.

• Required:
  
  Two (2) or more years of tax experience.
• Preferred:
  Financial Services industry experience supporting Alternative Investment funds (Venture Capital, Private Equity, Real Estate, 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).
• Preferred:
  Possession of other professional degrees or certifications applicable to the role.

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

• N/A

• Solid verbal and written communication skills.
• Able to follow instructions as directed by members of the Tax Team.
• Takes appropriate action without being asked.
• Seeks advice from appropriate superiors regarding compliance-related issues or problems.

• California: $84,000 - $110,000
• Colorado: $72,000 - $90,000
• Illinois: $80,000 - $93,000
• Massachusetts: $90,000 - $100,000
• Minnesota: $75,000 - $84,000
• New Jersey: $82,000 - $112,000
• NYC/Long Island/Westchester: $100,000 - $118,000
• Washington: $80,000 - $95,000
• Washington DC: $93,000 - $98,000

Join us at BDO, where you find more than a career—you find a place where your work is impactful, and you are valued for your individuality. We offer flexibility, opportunities for advancement, and a culture centered on meaningful connections, curiosity, and authenticity.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we deliver exceptional and sustainable outcomes for our people, clients, and communities. BDO is proud to be an ESOP company, sharing the benefits of our growth with our U.S. team.

BDO offers assurance, tax, and advisory services to a diverse range of clients across the U.S. and in over 160 countries through our global organization. We are the first large accounting institution to implement an ESOP, enabling participants to stake in the firm’s success.

We are committed to delivering exceptional experiences for Middle‑Market leaders by sharing insight‑driven perspectives, helping companies go beyond business-as-usual, and placing quality, resilience, and sustainability at the forefront of our work.

Mid‑Senior level

Full‑time

Finance and Accounting / Auditing

Accounting

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.

Equal Opportunity Employer, including disability/vets

Equal Opportunity Employer, including disability/vets