Tax Senior, Alternative Investments

BDO USA•New York, NY

12d

About The Position

Job Summary: This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Duties: Tax Compliance 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 Manager 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 Ensures/Documents client work and conclusions in the client tax file Tax Consulting Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies Supervisory Responsibilities: Mentors teams of Associates

Requirements

Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area AND CPA certification, required
Two (2) or more years of tax experience, required
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance

Nice To Haves

Master’s Degree in Accountancy 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
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), preferred
Possession of other professional degrees or certifications applicable to role, preferred
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

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 Manager 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
Ensures/Documents client work and conclusions in the client tax file
Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies
Mentors teams of Associates