Tax Managing Director, Alternative Investments
About The Position
The Tax Managing Director works in the Alternative Investments practice, providing tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The role ensures client compliance with applicable authorities while minimizing tax and reporting burdens, and ensures adherence to Firm policies, standards, and the BDO Tax Quality Manual. It applies knowledge of each client’s circumstances and requirements to prepare and review required tax filings, gather necessary data, identify missing items, and use Firm compliance software to support efficient tax preparation. The position leads complex engagements and teams of tax professionals, collaborates with colleagues across levels, manages project budgets, billing, and collections, and builds and maintains client relationships. It also identifies, develops, recommends, and implements tax strategies. The role supervises teams of Senior Managers, Managers, Tax Seniors, and Associates.
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 credential.
- 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 the taxation of partnerships.
- 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.
- Ensure self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual.
- Apply knowledge of client circumstances, documentation, and legal requirements to prepare required tax filings using review and documentation procedures.
- Collect data needed for filing requirements and identify and communicate missing items.
- Use Firm compliance software to maximize tax preparation efficiency.
- 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 teams of tax professionals.
- Manage engagement 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.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
