Tax Senior, 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 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 Manager and Associates on completion of project (follow-up with Open items list);
  • Delivering high quality federal, state, and international tax compliance services
  • Leading complex engagements with a team of tax professionals 
  • Managing the engagement, including billing, collections, and the budget for projects
  • Ensuring/Documenting client work and conclusions in the client tax file
• Tax Consulting
  • Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies.

Supervisory Responsibilities:

• Mentoring teams of Associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting, required 
• Master’s degree in Accounting or Taxation, preferred

Experience:

• More than two (2) years of prior 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

License/Certifications:

• Working towards CPA, CFP, Masters in Tax, or JD, 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

Language:

• N/A

Other Knowledge, Skills & Abilities:

• 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

 

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:  $84,000 - $110,000
Colorado Range:  $72,000 - $90,000
NYC/Long Island/Westchester Range:  $80,000 - $105,000
Washington Range:  $80,000 - $95,000
 

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 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 s