Tax Experienced Senior, Alternative Investments
Job Summary
JOB DESCRIPTION
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 clients 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 clients tax and reporting burdens 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 file
Tax Consulting
Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies
Supervisory Responsibilities
Other duties as required
Mentors teams of Associates
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelors Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area AND CPA certification, required
Masters Degree in Accountancy or Taxation, preferred
Experience
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, 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), preferred
Possession of other professional degrees or certifications applicable to role, 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 candidates 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: $95,000 - $110,000
Minnesota Range: $80,000 - $95,000
NYC/Long Island/Westchester Range: $100,000 - $120,000
Washington Range: $83,000 - $115,000
Washington DC Range: $100,000 - $115,000
About Us
Join us at BDO, where you will find more than a career, youll 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 firms 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 firms 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 clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional benefits. Click here to find out more!
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
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"
Apply Now
JOB DESCRIPTION
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 clients 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 clients tax and reporting burdens 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 file
Tax Consulting
Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies
Supervisory Responsibilities
Other duties as required
Mentors teams of Associates
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelors Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area AND CPA certification, required
Masters Degree in Accountancy or Taxation, preferred
Experience
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, 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), preferred
Possession of other professional degrees or certifications applicable to role, 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 candidates 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: $95,000 - $110,000
Minnesota Range: $80,000 - $95,000
NYC/Long Island/Westchester Range: $100,000 - $120,000
Washington Range: $83,000 - $115,000
Washington DC Range: $100,000 - $115,000
About Us
Join us at BDO, where you will find more than a career, youll 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 firms 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 firms 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 clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities
BDO Total Rewards that encompass so much more than traditional benefits. Click here to find out more!
Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
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"
Apply Now