Tax Senior Manager, Alternative Investments

Job Summary

As a team member in our Alternative Investments practice, the Tax Senior Manager

will assist in providing tax compliance & consulting services to BDO’s 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 teams with Partner, Managers, Tax Seniors, 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

• Builds and manages client relationships; assists in developing new clients

and opportunities

• Ensures/Documents client work and conclusions in the client tax file

Tax Consulting

• Identifies, develops, recommends, and implements efficient and effective tax

strategies

• Other duties as required

Supervisory Responsibilities

• Managing teams of Managers, Tax Seniors, and Associates

Qualifications, Knowledge, Skills and Abilities

Education

• Bachelors degree required; major in Accounting, Finance, Economics or

Statistics, preferred

• Master’s in Accountancy or Taxation, preferred

Experience

• Eight (8) 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
• 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

License/Certifications

• 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), required

• Possession of other professional degrees or certifications applicable to

role, preferred

• CFP or Masters in Tax, preferred

Software

• 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

Other Knowledge, Skills & Abilities

• Superior verbal and written communication skills
• Ability to effectively delegate work as needed
• Strong analytical, research and critical thinking skills as well as

decision-making skills

• Capacity to work well in a team environment
• Capable of developing and managing a team of tax professionals
• Ability to compose written tax advice
• Capable of effectively developing and maintaining client relationships
• Executive presence and ability to act as primary client contact for

preparation and presentation of issues and resolutions to clients

Individual salaries that are offered to a candidate are determined after

consideration of numerous factors including but not limited to the candidate’s

qualifications, experience, skills, and geography.

California Range:  $146,000 - $200,000

Colorado Range:  $120,000 - $185,000

Illinois Range:  $140,000 - $190,000

Maryland Range:  $150,000 - $180,000

Massachusetts Range:  $150,000 - $206,000

Minnesota Range:  $130,000 - $190,000

New Jersey Range:  $155,000 - $200,000

NYC/Long Island/Westchester Range: $180,000 - $225,000

Washington Range:  $150,000 - $200,000

Washington DC Range:  $162,000 - $190,000

At BDO, how we show up matters. We build strong relationships by supporting one

another, our clients, and our communities with care, curiosity, and a commitment

to helping one another grow and succeed. Here, you’ll find meaningful work,

leaders invested in your success, and opportunities to build a career around

what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and

achieve what matters most. Our values guide how we bring that purpose to life

each day. Together, they shape how we work with one another, serve our clients,

and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S.

and around the world. No matter your role, you’ll be part of a team helping

clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s

success through beneficial ownership and a unique opportunity to enhance their

financial well-being. As a qualified retirement plan, the ESOP is a meaningful

addition to our comprehensive compensation and Total Rewards benefits*

offerings. It also reinforces an ownership mindset that strengthens our

connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional

benefits. Click here to find out more

[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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