Tax Managing Director, Alternative Investments

Tax Managing Director, Alternative Investments

Join to apply 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.

Guides tax compliance and consulting for Alternative Investment clients, ensuring compliance and minimizing tax burden while maintaining firm standards.

• Ensures both that clients comply with all applicable authorities and at the same time minimize their 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 the client’s unique circumstances, documentation, and other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure full compliance while keeping the tax and reporting burden low.
• Ensures all data needed to comply with filing requirements are collected; identifies and communicates missing items to prepare returns.
• Utilizes Firm compliance software to maximize efficiency in the tax prep process.
• Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of projects, following up with an 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.
• Builds and manages client relationships; assists in developing new clients and opportunities.
• 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.

• 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.

• 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 are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

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

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.