Tax Managing Director, Alternative Investments

BDO USA • Richmond, VA

3d • $170,000 - $350,000

About The Position

The Tax Managing Director in BDO’s Alternative Investments practice assists in providing tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The role leads complex engagements and teams of tax professionals, oversees engagement management—including billing, collections, and project budgets—and develops and maintains client relationships. It also contributes to developing new clients and opportunities and identifies, recommends, and implements effective tax strategies.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics, or Statistics.
• At least 10 years of relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services.
• CPA, licensed attorney, or Internal Revenue Service Enrolled Agent.
• Superior verbal and written communication skills.
• Ability to delegate work effectively.
• Strong analytical, research, critical-thinking, and decision-making skills.
• Ability to work effectively in a team environment.
• Ability to develop and manage a team of tax professionals.
• Ability to compose written tax advice.
• Ability to develop and maintain client relationships.
• Executive presence and ability to serve as the primary client contact for preparing and presenting issues and resolutions.

Nice To Haves

• Master’s degree in Accounting or Taxation.
• Financial Services industry experience supporting Alternative Investment funds, including Venture Capital, Private Equity, Real Estate, and Hedge Funds.
• Proficiency in partnership taxation.
• CFP or Master’s in Tax.
• Experience with Microsoft Office tools (Excel, PowerPoint, Word, and Outlook) and Adobe Acrobat.
• Experience with tax research databases.
• Proficiency in tax compliance process software.

Responsibilities

• Ensure clients comply with applicable authorities while minimizing their tax and reporting burdens, and ensure the team follows Firm policies, standards, and the BDO Tax Quality Manual.
• Apply knowledge of clients’ circumstances, documentation, and legal requirements to prepare required tax returns using appropriate review and documentation processes.
• Ensure required filing data is collected and identify and communicate missing information needed to prepare returns.
• Use Firm compliance software to improve the efficiency of tax preparation.
• Collaborate with Principals, Senior Managers, Managers, Tax Seniors, and Associates to complete projects and follow up on open items.
• Deliver federal, state, and international tax compliance services.
• Lead complex engagements with a team of tax professionals.
• Manage engagements, including billing, collections, and project budgets.
• Build and manage client relationships and assist in developing new clients and opportunities.
• Document client work and conclusions in client tax files.
• Identify, develop, recommend, and implement efficient and effective tax strategies.
• Manage teams of Senior Managers, Managers, Tax Seniors, and Associates.

Benefits

• ESOP participation that provides beneficial ownership and an opportunity to share in the firm’s success.
• Comprehensive compensation and Total Rewards benefits offerings; eligibility requirements may apply.

What This Job Offers

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