Tax Senior Manager, Alternative Investments
Job
Summary:
As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our 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 possibleEnsures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare returnUtilizes Firm compliance software to maximize efficiency in tax prep processEffectively teams with Partner, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)Delivering high quality federal, state, and international tax compliance servicesLeading complex engagements with a team of tax professionals Managing the engagement, including billing, collections, and the budget for projectsBuilding and managing client relationships; assist in developing new clients and opportunitiesEnsuring/Documenting client work and conclusions in the client tax fileTax Consulting:
Identifying, developing, recommending, and implementing efficient and effective tax strategiesSupervisory
Responsibilities:
Managing teams of Managers, Tax Seniors, and AssociatesQualifications, Knowledge, Skills and Abilities:
Education:
Bachelor s degree in Accounting or other relevant field required Master s degree in Accounting or Taxation preferred
Experience:
More than six (6) years of prior tax experience, requiredFinancial Services industry experience supporting Alternative Investment funds including:
Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred Proficiency in the taxation of partnerships, preferredLicense/Certifications:
CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredCFP or Masters in Tax, preferred Software:
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferredExperience with tax research databases, preferredProficient in tax compliance process software, preferredOther Knowledge, Skills & Abilities:
Solid verbal and written communication skillsAble to follow instructions as directed by members of Tax TeamTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceIndividual 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 - $200,000Colorado Range:
$120,000 - $185,000NYC/Long Island/Westchester Range:
$140,000 - $120,000Washington Range:
$150,000 - $200,000Join 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 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).
A qualified retirement plan, the ESOP offers participants a stake in the firm s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings.
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communities Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date:
2024-03-09.
Estimated Salary: $20 to $28 per hour based on qualifications.
Summary:
As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our 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 possibleEnsures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare returnUtilizes Firm compliance software to maximize efficiency in tax prep processEffectively teams with Partner, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)Delivering high quality federal, state, and international tax compliance servicesLeading complex engagements with a team of tax professionals Managing the engagement, including billing, collections, and the budget for projectsBuilding and managing client relationships; assist in developing new clients and opportunitiesEnsuring/Documenting client work and conclusions in the client tax fileTax Consulting:
Identifying, developing, recommending, and implementing efficient and effective tax strategiesSupervisory
Responsibilities:
Managing teams of Managers, Tax Seniors, and AssociatesQualifications, Knowledge, Skills and Abilities:
Education:
Bachelor s degree in Accounting or other relevant field required Master s degree in Accounting or Taxation preferred
Experience:
More than six (6) years of prior tax experience, requiredFinancial Services industry experience supporting Alternative Investment funds including:
Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred Proficiency in the taxation of partnerships, preferredLicense/Certifications:
CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredCFP or Masters in Tax, preferred Software:
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferredExperience with tax research databases, preferredProficient in tax compliance process software, preferredOther Knowledge, Skills & Abilities:
Solid verbal and written communication skillsAble to follow instructions as directed by members of Tax TeamTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceIndividual 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 - $200,000Colorado Range:
$120,000 - $185,000NYC/Long Island/Westchester Range:
$140,000 - $120,000Washington Range:
$150,000 - $200,000Join 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 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).
A qualified retirement plan, the ESOP offers participants a stake in the firm s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings.
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm s success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communities Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date:
2024-03-09.
Estimated Salary: $20 to $28 per hour based on qualifications.
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