Lead Tax Manager, Alternative Investments

BDO USA; San Francisco (CA); On-site; USD 136,000 - 165,000; Full time

Job summary

BDO USA in San Francisco seeks a Tax Manager to provide tax compliance and consulting for Venture Capital, Private Equity, Hedge Funds, and Real Estate clients. You will lead complex engagements, manage project budgets, and oversee teams of tax professionals while building lasting client relationships.

The role requires strong communication, analytical skills, and a track record of supervising Tax Seniors and Associates in a dynamic practice. CPA/EA/Attorney designation preferred.

Qualifications

• Six or more years of relevant tax experience and/or public accounting or consulting experience.
• Prior supervisory experience is required.
• Experience with Alternative Investment funds (venture capital, private equity, real estate, hedge funds) preferred.
• CPA/Attorney/EA or equivalent certification required.

Responsibilities

• Lead tax compliance for complex engagements and ensure quality federal, state, and international work.
• Manage client engagements, including budgeting, billing, and collections.
• Build and maintain client relationships and supervise Tax Seniors and Associates.
• Assist in developing efficient tax strategies and delegate work within teams.

Skills

Team leadership

Client relationship management

Executive presence

Communication skills

Analytical thinking

Delegation

Education

Bachelor’s degree

Master’s degree in Taxation or Accounting

Tools

Microsoft Office

Tax research databases

Tax compliance software

Job description

BDO USA in San Francisco seeks a Tax Manager to provide tax compliance and consulting for Venture Capital, Private Equity, Hedge Funds, and Real Estate clients. You will lead complex engagements, manage project budgets, and oversee teams of tax professionals while building lasting client relationships.

The role requires strong communication, analytical skills, and a track record of supervising Tax Seniors and Associates in a dynamic practice. CPA/EA/Attorney designation preferred.