Job Summary:
As a team member in our Alternative Investments practice, the Tax 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 Principal, 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
- Ensures/Documents client work and conclusions in the client tax file
- Other duties as required
Tax Consulting
* Assist with identifying, developing, recommending, and implementing efficient
and effective tax strategies
Supervisory Responsibilities:
* Managing teams of Tax Seniors and Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor’s degree required; major in Accounting, Finance, Economics or
Statistics, preferred
* Master’s in Accountancy or Taxation, preferred
Experience:
* Six (6) 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
- Industry expertise in one or more tax specialty, 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: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Virginia Range: $140,000 - $165,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000
Join us at BDO, where you will find more than a career, you’ll find a place
where your work is impactful, and you are valued for your individuality. We
offer flexibility and opportunities for advancement. Our culture is centered
around making meaningful connections, approaching interactions with curiosity,
and being true to yourself, all while making a positive difference in the
world.
At BDO, our purpose of helping people thrive every day is at the heart of
everything we do. Together, we are focused on delivering exceptional and
sustainable outcomes and value for our people, our clients, and our communities.
BDO is proud to be an ESOP company, reflecting a culture that puts people first,
by sharing financially in our growth in value with our U.S. team. BDO
professionals provide assurance, tax and advisory services for a diverse range
of clients across the U.S. and in over 160 countries through our global
organization.
BDO is the first large accounting and advisory organization to implement an
Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP
offers participants a stake in the firm’s success through beneficial ownership
and a unique opportunity to enhance their financial well-being. The ESOP stands
as a compelling addition to our comprehensive compensation and Total Rewards
benefits* offerings. The annual allocation to the ESOP is fully funded by BDO
through investments in company stock and grants employees the chance to grow
their wealth over time as their shares vest and grow in value with the firm’s
success, with no employee contributions.
We are committed to delivering exceptional experiences to middle market leaders
by sharing insight-driven perspectives, helping companies take business as usual
to better than usual. With industry knowledge and experience, a breadth and
depth of resources, and unwavering commitment to quality, we pride ourselves on:
* Welcoming diverse perspectives and understanding the experience of our
professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to
proactively help our clients navigate an expanding array of complex
challenges and opportunities
* Celebrating ingenuity and innovation to transform our business and help our
clients transform theirs
* Focus on resilience and sustainability to positively impact our people,
clients, and communities
* BDO Total Rewards that encompass so much more than traditional
“benefits.” Click here to find out more!
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*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
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