Tax Senior, Alternative Investments

BDO USA • New York, NY

2d • $72,000 - $112,000

About The Position

The Tax Senior in BDO’s Alternative Investments practice assists in providing tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. The role prepares and reviews required tax filings, ensuring compliance with applicable authorities and firm policies while minimizing clients’ tax and reporting burdens. It also supports tax strategy development and implementation, leads complex engagements, manages project budgets and billing, and mentors 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 Tax Team members.
• 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, IRS Enrolled Agent designation, or equivalent.
• 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 team follows firm policies, standards, and the Tax Quality Manual.
• Apply knowledge of clients’ circumstances and documentation to prepare required tax filings using review and documentation processes.
• Collect data needed for filing requirements and identify and communicate missing items.
• Use firm compliance software to improve tax preparation efficiency.
• 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 billing, collections, and project budgets.
• Document client work and conclusions in the client tax file.
• Assist in identifying, developing, recommending, and implementing tax strategies.
• Mentor teams of Associates.

Benefits

• ESOP participation, providing beneficial ownership in the firm and an opportunity to enhance financial well-being.
• Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.

What This Job Offers

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