Tax Manager, Alternative Investments

BDO USA • San Francisco, CA

2h • $90,000 - $160,000

About The Position

The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

Requirements

• Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred
• Five (5) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
• Prior supervisory experience required
• 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), required
• 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

Nice To Haves

• Master’s Degree in Accounting or Taxation, preferred
• 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
• Possession of other professional degrees or certifications applicable to role beneficial

Responsibilities

• 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 Principals, Tax Seniors, 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
• Builds and manages client relationships
• Ensures/Documents client work and conclusions in the client tax file
• Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies
• Manages and mentors teams of Tax Seniors and Associates

Benefits

• 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.
• 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.
• BDO Total Rewards that encompass so much more than traditional “benefits.”

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level