Tax Experienced Senior, Alternative Investments
$96k - $125kBDO USA LLP
Job Summary This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our 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 collaborates with Managers 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 Ensures/Documents client work and conclusions in the client tax file Tax Consulting Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies Supervisory Responsibilities Mentors teams of Associates Qualifications, Knowledge, Skills and Abilities Education Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area AND CPA certification, required Master's Degree in Accountancy or Taxation, preferred Experience Three (3) or more years of tax 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), preferred Possession of other professional degrees or certifications applicable to role, 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 Language N/A Other Knowledge, Skills & Abilities Solid verbal and written communication skills Able to follow instructions as directed by members of Tax Team Takes appropriate actions without being asked Seeks advice of appropriate superiors regarding issues, problems related to compliance Salary Ranges California: $96,000 - $125,000 Colorado: $80,000 - $100,000 Illinois: $90,000 - $108,000 Maryland: $98,000 - $110,000 Massachusetts: $102,000 - $119,000 Minnesota: $80,000 - $95,000 New Jersey: $88,000 - $125,000 NYC/Long Island/Westchester: $115,000 - $130,000 Washington: $83,000 - $115,000 Washington DC: $105,000 - $117,000 #J-18808-Ljbffr BDO USA, LLP
$96k - $125k
Job Description This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients. Job Summary This role in our Alternative Investments practice assists...SeniorTaxWork at office- A leading tax consulting firm seeks a skilled professional in Boston, MA to join their Alternative Investments practice. This role involves providing tax compliance and consulting services to clients in venture capital, private equity, hedge funds, and real estate markets...SeniorTax
- A leading accounting firm is seeking a Tax Manager to provide compliance and consulting services in Alternative Investments. The role involves ensuring client compliance, managing project budgets, and leading a team of professionals. Candidates must have a Bachelor’s Degree...SeniorTax
$85k - $90k
...Description If you are a motivated and experienced Senior Accountant looking to take your career... ...compliance with federal, state, and local tax regulations. Oversee accounts payable... ...on profitability with no out-of-pocket investment. Join a company that values your contribution...SeniorTaxFull timeWork at officeLocal areaImmediate startRemote workWorldwide- ...Description Support the execution of audits for alternative investment fund clients, including hedge funds,... ..., referring more complex concerns to senior team members. Contribute to research... ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and...SeniorTax
$58.24k - $84.76k
...Services business unit of the State Street Alternative Investment Services Group. The team comprises of... ...you will be responsible for As a Senior Associate you will be responsible for the... ...relationship with all client contacts, auditors, tax, lawyers and banking personnel * Be...SeniorTaxTemporary workFlexible hours$240k - $340k
The (West/East/Etc.) Senior Alternative Investment Wholesaler will drive fundraising results across the full suite of Bridge plus Apollo’s Real Estate... ...of the factors that drive wealth sales, especially tax, yield and liquidity implications. Deep knowledge of and experience...SeniorTaxWork experience placement$99k - $155k
...9, Audax Group is a leading alternative investment manager with offices in Boston... ...first lien, stretch senior, unitranche, second lien, and... ...investments. Audax Private Debt is an experienced and trusted partner with... ...Relations, CLO, FP&A, Tax and Senior Debt Deal teams....SeniorTaxContract workWork at office3 days per week$166k - $200k
Senior Quantitative Analyst (Putnam Investments) page is loaded## Senior Quantitative Analyst (Putnam... ...Group is seeking an experienced Quantitative Analyst who... ...research* Analyze alternative and traditional datasets... ...company match on your pre-tax and/or Roth contributions...SeniorTaxLocal areaFlexible hours- ...Focus Search LLC is recruiting for a Senior Fund Accountant role with a rapidly growing... ...administrative support for various Alternative Investment (Private Equity/Real Estate/Venture Capital... ...public accounting experience, Audit or Tax ~ Experience with Alternative...SeniorTax
- ...on clients, growth, and leadership. They are seeking experienced Senior Wealth Advisors to join their team in key regions. This... ...families Deliver comprehensive planning: retirement, tax, estate, investments, and more Collaborate with in-house specialists (planning...SeniorTaxWork at officeLocal areaRemote work
$99k - $155k
A leading alternative investment manager in Boston is seeking a Senior Finance Associate responsible for financial reporting and accounting. The candidate will support... ...with teams like Investor Relations and Tax. Essential qualifications include a CPA and over 5...SeniorTax$130k - $180k
A global financial services firm is seeking a Tax Product Senior Manager based in Boston, responsible for developing tailored tax solutions... ...significant experience in taxation, particularly with alternative investments, and excellent leadership skills. The position offers a...SeniorTax- ...Senior Accounts Payable Specialist Geode is looking for an initiative-taking Senior... ...invoice calculations including sales tax, price increases, usage-based fees, etc... ...trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale...SeniorTaxWork at officeRemote workMonday to Friday
$99k - $150k
...9, Audax Group is a leading alternative investment manager with offices in Boston... ...first lien, stretch senior, unitranche, second lien, and... ...investments. Audax Private Debt is an experienced and trusted partner with... ...Relations, CLO, FP&A, Tax and Private Debt Deal teams....SeniorTaxFull timeContract workWork at office3 days per week$52k - $84.76k
...provides fund accounting, administration, tax, compliance and middle office trade... ...hedge fund managers. AIS combines its experienced teams of trained financial service... ...lifecycle while working in support of large alternative investment managers trading across diverse...SeniorTaxWork at officeFlexible hours$90k - $110k
Job Overview - Senior Finance Associate (Private Equity) Compensation... ...across private equity investment vehicles. In this hybrid role... ...and allocations, coordinate tax reporting, and leverage advanced... ...experience within private equity, alternative investments, or public...SeniorTaxMonday to Friday$96k - $125k
Tax Experienced Senior, Core Tax Services Job Description Job Summary: A Tax Experienced Senior,... ...tax implications and offers clients alternative courses of action Other duties as required... ...ESOP is fully funded by BDO through investments in company stock and grants employees...SeniorTaxWork at office$175k - $225k
...Wealth is a boutique Registered Investment Advisor managing... ...entrepreneurial culture. Position Senior Financial Planner Department... ...Position Summary We are seeking an experienced Senior Financial Planner (CFP... ...management, estate and tax planning coordination, and is...SeniorTaxFull timeWork at office$95k - $135k
Overview The Assurance Experienced Senior will be responsible for coordinating... ..., analyzes, and discusses alternative generally accepted... ...professionals provide assurance, tax and advisory services for a... ...funded by BDO through investments in company stock and grants...SeniorTaxWork at office- Senior Accountant, International Finance Group A leading global private... ...opportunity for an experienced accounting professional who wants... ...closely with finance leadership, tax, legal, compliance, FP&A, and... ...a highly respected global investment platform with an outstanding...SeniorTax
$110k - $115k
...We don’t just hire talent, we invest in exceptional people who are... ...seeks a hands-on, detail-oriented Senior Accountant with 4–6 years of... ...in Avalara integration, tax compliance, and sales tax reconciliations... ...for clients within the Alternative Investment industry. Align is...SeniorTaxFull timeWork at officeRemote work3 days per week$124k - $335k
Job Summary Specialty/Competency: Industry Tax Practice. Industry/Sector: Asset and... .... Validate outcomes with clients, share alternative perspectives, and act on client feedback.... ...require a deeper level of sophistication. As a Senior Manager you are expected to lead large...SeniorTaxFull time$100k - $130k
Overview Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately... ...Finance Group responsible for the operational, accounting, tax, and reporting aspects of the co-invest portfolio. The team...SeniorTaxWork at office3 days per week$115k - $201.25k
..., processes all cash movements, updates investment valuations, captures underlying portfolio... ...you will be responsible for As Alternatives Admin Services, Vice President you will... ...incentive plans); and, eligibility for certain tax advantaged savings plans. For a full...TaxTemporary workFlexible hours$77k - $214k
At PwC, our people in tax services focus on providing advice and guidance to clients on... ..., and increased efficiencies. As a Senior Associate you analyze complex problems, mentor... ...how we work: PwC does not intend to hire experienced or entry level job seekers who will need,...SeniorTaxH1b$90k - $157.5k
...State Street Investment Management Data, Analytics & AI Services (DAAIS) is seeking an experienced AVP, to join our Boston office. This role is responsible for the production... ...incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview...SeniorTaxTemporary workWork at officeFlexible hours$115k - $201.25k
...Who we are looking for As an Alternative Investment Services Bank Loans Operations Vice President, the ideal candidate will need to have... ...subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans. For a full overview, visit...TaxTemporary workWork at officeFlexible hours$52k - $94.12k
...Looking For Fund Administration, Senior Associates interact with all... ...for several client-sponsored investment funds. What You Will Be... ...Maintain knowledge of current alternative procedures and processes Support... ...and, eligibility for certain tax advantaged savings plans....SeniorTaxTemporary work$85k - $171k
...Advisor Oversight Team partners closely with Fidelity's investment management teams and key stakeholders to identify and... ...and product structures. The team is looking to add a Senior Manager to support the Alternative Investment component of the program. Alternative Investments...SeniorWork experience placementWork at officeWork from homeShift work
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