Tax Senior Manager, Alternative Investments

BDO USA • Melville, NY

16h • $120,000 - $225,000

About The Position

As a member of 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 oversees complex engagements and leads teams of tax professionals, while ensuring compliance with applicable authorities and Firm policies, standards, and the BDO Tax Quality Manual. It also manages engagement budgets, billing, and collections; develops client relationships and new business opportunities; and identifies and implements effective tax strategies.

Requirements

• Bachelor’s degree required.
• Eight or more years of relevant tax experience and/or experience in public accounting, private industry accounting, or consulting/professional services required.
• Prior supervisory experience required.
• CPA certification, admission as an attorney to practice in a U.S. jurisdiction, 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 effectively in a team environment and 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 primary client contact for presenting and preparing issues and resolutions.

Nice To Haves

• Bachelor’s degree 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 certification 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

• Prepare and review required tax filings while ensuring compliance and minimizing clients’ tax and reporting burdens.
• Collect and verify information needed for filings, identify missing items, and communicate them appropriately.
• 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 and manage teams of tax professionals.
• Manage engagement budgets, billing, and collections.
• 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 effective tax strategies.
• Manage and supervise Managers, Tax Seniors, and Associates.
• Perform other duties as required.

Benefits

• Employee Stock Ownership Plan (ESOP) participation, offering beneficial ownership in the firm.
• Comprehensive compensation and Total Rewards benefits; specific benefits are described in the linked benefits brochure and may be subject to eligibility requirements.

What This Job Offers

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