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Tax Experienced Senior, Alternative Investments

BDO USA, P.C

NEW YORK, NYJob$110–125K/yrSeen todaySeen in employer's feed today

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At a glance

Compensation
$110–125K/yr
Location
NEW YORK, NY
Work Authorization
Not specified

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Job overview

This role in BDO’s Alternative Investments practice provides tax compliance and consulting services to venture capital, private equity, hedge fund, and real estate clients. It prepares and reviews tax filings, supports efficient tax strategies, and leads complex engagements with tax professionals. The role also manages project budgets, billing, and collections, documents client work, and mentors Associates.

Skills & qualifications

RequiredNice to have

Skills

Tax ComplianceTax ConsultingPartnership TaxationMicrosoft OfficeExcelPowerPointWordOutlookAdobe AcrobatTax Research DatabasesTax Compliance SoftwareVerbal CommunicationWritten CommunicationFollowing InstructionsInitiative

Qualifications

Bachelor's in Accounting, Finance, Economics, or Statistics or Bachelor's in Other Focus Area and CPAMaster's in Accountancy or Taxation3+ Years Tax ExperienceAlternative Investment Fund ExperienceCPA, Attorney, or Enrolled AgentOther Applicable Professional Degrees or Certifications

Full job description

Job Summary: 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. 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 collaborates with Managers 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 * Ensures/Documents client work and conclusions in the client tax fileTax Consulting * Assists with identifying, developing, recommending, and implementing efficient and effective tax strategiesOther duties as requiredSupervisory Responsibilities: * Mentors teams of AssociatesQualifications, Knowledge, Skills and Abilities:Education: * Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area AND CPA certification, required * Master's Degree in Accountancy or Taxation, preferredExperience: * Three (3) or more years of 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, preferredLicense/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), preferred * Possession of other professional degrees or certifications applicable to role, preferredSoftware: * 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, preferredLanguage: * N/AOther 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: $96,000 - $125,000 Colorado Range: $80,000 - $100,000 Illinois Range: $90,000 - $108,000 Maryland Range: $98,000 - $110,000 Massachusetts Range: $102,000 - $119,000 Minnesota Range: $80,000 - $95,000 New Jersey Range: $88,000 - $125,000 NYC/Long Island/Westchester Range: $110,000 - $125,000 Washington Range: $83,000 - $115,000 Washington DC Range: $105,000 - $117,000 At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping

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