Tax Manager, Alternative Investments

BDO USA

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. This role involves ensuring client compliance with tax authorities while minimizing tax burdens, applying a deep understanding of client circumstances and legal requirements. The manager will prepare tax filings, manage engagement teams, and build client relationships. Additionally, the role includes assisting in developing and implementing tax strategies and providing supervisory guidance to tax professionals.

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.
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.
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.
Experience with tax research databases, preferred.
Proficient in tax compliance process software, preferred.
Possession of other professional degrees or certifications applicable to role beneficial.

Responsibilities

Ensures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens.
Ensures 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.