Tax Manager, Alternative Investments

BDO USA; Boston (MA); On-site; USD 120,000 - 127,000; Full time

Job summary

BDO USA in Boston, Massachusetts is seeking a Tax Manager, Alternative Investments to provide tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund and Real Estate clients, and to lead engagements from start to finish with accuracy and efficiency.

The ideal candidate brings five or more years of tax experience in public accounting or related fields, CPA or EA credentials, supervisory ability, and strong written and verbal communication.

Qualifications

• Bachelor's degree required in accounting, finance, economics, or statistics; Master’s in accounting or taxation preferred.
• Five or more years of tax experience in public accounting, private industry, or consulting required.
• Experience with Venture Capital, Private Equity, Real Estate, or Hedge Funds preferred.
• CPA certification, Attorney (US jurisdiction) or Enrolled Agent required.

Responsibilities

• Ensure tax compliance for clients and minimize tax and reporting burdens.
• Provide tax consulting to identify and implement efficient tax strategies.
• Supervise and mentor teams of Tax Seniors and Associates.
• Prepare and review tax filings and related client communications.
• Manage client relationships and engagement economics.

Skills

Tax compliance

Tax consulting

Supervisory

Partnership taxation

Leadership

Communication

Education

Bachelor's Degree in Accounting/Finance

Master's in Accounting/Taxation preferred

Tools

Microsoft Office

Tax research databases

Tax software

Job description

Job Description

The Tax Manager, Alternative Investments assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

Responsibilities

• Tax Compliance: Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens; apply client circumstances to prepare filings; collect required data; use compliance software; collaborate with team; deliver high‑quality services; lead engagements; manage engagement billing, collections, and budget; build and manage client relationships; document work in the client tax file.
• Tax Consulting: Assist with identifying, developing, recommending, and implementing efficient tax strategies.
• Supervisory: Manage and mentor teams of Tax Seniors and Associates.

Education

• Bachelor’s Degree required; focus in Accounting, Finance, Economics, or Statistics preferred; Master’s Degree in Accounting or Taxation preferred.

Experience

• Five (5) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services 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.
• Prior supervisory experience required.

License/Certifications

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") required.
• Additional professional degrees or certifications beneficial.

Software

• Microsoft Office Tools (Excel, PowerPoint, Word, Outlook) and Adobe Acrobat; tax research databases; tax compliance process software.

Language

• N/A

Other Knowledge, Skills, & Abilities

• Superior verbal and written communication skills.
• Effective delegation.
• Strong analytical, research, critical thinking, and decision‑making skills.
• Team player.
• Leadership of tax professionals.
• Compose written tax advice.
• Maintain client relationships.
• Executive presence; primary client contact for preparation and presentation of issues and resolutions.

Compensation

• California: $112,000 - $150,000
• Colorado: $90,000 - $130,000
• Illinois: $105,000 - $130,000
• Maryland: $113,000 - $120,000
• Massachusetts: $120,000 - $127,000
• Minnesota: $90,000 - $120,000
• New Jersey: $115,000 - $140,000
• NYC/Long Island/Westchester: $125,000 - $150,000
• Washington: $110,000 - $125,000
• Washington DC: $120,000 - $140,000

Equal Opportunity Employer

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.