Tax Experienced Senior, Alternative Investments

BDO USA; San Jose (CA); On-site; USD 96,000 - 125,000; Full time

Benefits offered by this job

ESOP

Job summary

BDO USA is seeking a Tax professional to support Alternative Investments in California. You will provide tax compliance and consulting for venture capital, private equity, hedge funds, and real estate clients.

The role emphasizes leadership, budgeting, and collaboration within tax teams, with CPA credentials or active licensure highly valued and strong communication essential.

Qualifications

• Bachelor's degree in Accounting / Finance / Economics / Statistics, or equivalent plus CPA certification.
• Master’s Degree in Accountancy or Taxation preferred.
• CPA or equivalent certification strongly preferred for licensing and compliance.

Responsibilities

• Provides tax compliance and consulting services for alt investment clients.
• Leads engagements, including budgeting, billing, and collections.
• Mentors Associates and collaborates with tax teams on complex filings.
• Ensures client work is documented in tax files with quality standards.

Skills

Solid verbal and written communication

Follow instructions

Takes appropriate actions

Education

Bachelor’s degree in Accounting/Finance/Economics/Statistics + CPA

Master’s in Accountancy or Taxation (preferred)

Tools

Microsoft Office

Adobe Acrobat

Tax research databases

Tax compliance software

Job description

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 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

Other duties as required

• Mentors teams of Associates

Qualifications, Knowledge, Skills and Abilities

• 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

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: $96,000 - $125,000

Colorado Range: $80,000 - $100,000

Illinois Range: $90,000 - $108,000

Maryland Range: $98,000 - $110,000

Massachusetts Range: $102,000 - $119,000

Minnesota Range: $80,000 - $95,000

New Jersey Range: $88,000 - $125,000

NYC/Long Island/Westchester Range: $110,000 - $125,000

Washington Range: $83,000 - $115,000

Washington DC Range: $105,000 - $117,000

About Us

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.

• Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"