Tax Senior Manager, Alternative Investments

Job Summary:

As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

Job Duties:

Tax Compliance:

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 teams with Partner, 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; assists in developing new clients and opportunities

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

Tax Consulting:

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

Other duties as required

Supervisory Responsibilities:

Managing teams of Managers, Tax Seniors, and Associates Qualifications,

Knowledge, Skills and Abilities:

Education:

Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred Master’s in Accountancy or Taxation, preferred

Experience:

Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required

Prior supervisory 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

License/

Certifications:

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), required

Possession of other professional degrees or certifications applicable to role, preferredCFP or Masters in Tax, preferred

Software:

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

Other Knowledge, Skills & Abilities:

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

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range:  $146,000…