Tax Senior Manager, Alternative Investments

BDO USA•Richmond, VA

About The Position

As a team member in BDO’s Alternative Investments practice, the Tax Senior Manager provides tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The role leads complex engagements, manages client relationships and engagement operations, and supervises teams of tax professionals. The position ensures clients meet applicable filing and reporting requirements while minimizing their tax and reporting burdens, and ensures work complies with Firm policies, standards, and the BDO Tax Quality Manual. It also identifies and implements effective tax strategies and documents client work and conclusions.

Requirements

Bachelor’s degree required.
Eight or more years of prior relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience required.
Prior supervisory experience required.
CPA certification, admission as an attorney to practice in a U.S. jurisdiction, or IRS Enrolled Agent designation (or equivalent) required.
Superior verbal and written communication skills.
Ability to delegate work effectively.
Strong analytical, research, critical-thinking, and decision-making skills.
Ability to work well 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 effectively.
Executive presence and ability to serve as primary client contact for preparation and presentation of issues and resolutions.

Nice To Haves

Major in Accounting, Finance, Economics, or Statistics.
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.
Other professional degrees or certifications applicable to the role.
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 tax authorities and filing requirements 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 clients’ circumstances and requirements to prepare tax filings using review and documentation procedures.
Collect data needed for filing requirements and identify and communicate missing information.
Use Firm compliance software to improve tax preparation efficiency.
Coordinate with Partners, Managers, Tax Seniors, and Associates to complete projects, including following up on open items.
Deliver federal, state, and international tax compliance services.
Lead complex engagements with teams of tax professionals.
Manage engagements, including billing, collections, and project budgets.
Build and manage client relationships and assist in developing new clients and opportunities.
Ensure and document client work and conclusions in client tax files.
Identify, develop, recommend, and implement efficient and effective tax strategies.
Manage teams of Managers, Tax Seniors, and Associates.
Perform other duties as required.