Tax Senior, Alternative Investments

BDO USA•New York, NY

About The Position

This role in the Alternative Investments practice assists in providing tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The Tax Senior prepares federal, state, and international tax filings while helping clients meet applicable requirements and minimize tax and reporting burdens. The role leads complex engagements, manages projects and client work, and mentors teams of Associates.

Requirements

Bachelor’s degree in Accounting, Finance, Economics, or Statistics; alternatively, a bachelor’s degree in another focus area and CPA certification.
At least two years of tax experience.
Solid verbal and written communication skills.
Ability to follow instructions from members of the Tax Team.
Ability to take appropriate action without being asked.
Ability to seek advice from appropriate superiors regarding compliance issues and problems.

Nice To Haves

Master’s degree in Accountancy or Taxation.
Financial Services industry experience supporting Alternative Investment funds, including Venture Capital, Private Equity, Real Estate, and Hedge Funds.
Proficiency in partnership taxation.
CPA certification, admission as an attorney in a U.S. jurisdiction, Internal Revenue Service Enrolled Agent designation, or an equivalent designation.
Other professional degrees or certifications applicable to the role.
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 tax and reporting burdens, and ensure the self and client service teams comply with Firm policies, standards, and the BDO Tax Quality Manual.
Apply knowledge of each client’s circumstances and requirements to prepare required tax filings using review and documentation procedures.
Collect data needed to meet filing requirements and identify and communicate missing items.
Use Firm compliance software to improve the efficiency of tax preparation.
Collaborate with Managers and Associates to complete projects, including following up on open items.
Deliver federal, state, and international tax compliance services.
Lead complex engagements with a team of tax professionals.
Manage engagements, including project billing, collections, and budgets.
Document client work and conclusions in the client tax file.
Assist with identifying, developing, recommending, and implementing tax strategies.
Mentor teams of Associates.