Tax Experienced Manager, Alternative Investments

BDO USA; San Francisco (CA); Presencial; USD 136.000 - 165.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Team leadership

Client relationship management

Executive presence

Communication skills

Analytical thinking

Delegation

Educación

Bachelor’s degree

Master’s degree in Taxation or Accounting

Herramientas

Microsoft Office

Tax research databases

Tax compliance software

Descripción del empleo

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.

Salary Ranges

• 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