Tax Manager, Alternative Investments

BDO USA; Philadelphia (Philadelphia County); On-site; USD 112,000 - 150,000; Full time

Job summary

BDO USA 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. You will lead engagements, mentor staff, and manage budgets and client relationships.

The role requires strong experience in partnership taxation, CPA or EA credential, and proven leadership within financial services tax. You will collaborate across teams to deliver high-quality results for complex funds.

Qualifications

• Bachelor's degree required; focus in Accounting, Finance, Economics, or Statistics preferred Master’s Degree in Accounting or Taxation.
• Five+ years of relevant tax experience and/or public accounting, private industry accounting, or consulting experience.
• Experience with financial services funds including Venture Capital, Private Equity, Real Estate, and Hedge Funds preferred.

Responsibilities

• Ensure federal, state, and international tax compliance and consulting services are delivered.
• Lead complex engagements with a team of tax professionals and manage engagement budgets.
• Build and manage client relationships and documents in client tax files.

Skills

CPA

Tax research

Team leadership

Communication skills

MS Office

Tax compliance

Partnership tax

Education

Bachelor's degree

Master's preferred

Tools

Tax software

Microsoft Office

Tax research databases

Job description

Job Summary

The Tax Manager, Alternative Investments 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 Principals, 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

Tax Consulting

• Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies

Supervisory Responsibilities

• Manages and mentors teams of Tax Seniors and Associates

Qualifications, Knowledge, Skills and Abilities

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”) (or the equivalent of one of these designations), required
• Possession of other professional degrees or certifications applicable to role beneficial

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

• 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: $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