Tax Manager, Alternative Investments

BDO USA; San Jose (CA); On-site; USD 112,000 - 150,000; Full time

Job summary

BDO USA is seeking a Tax Manager for Alternative Investments in California. You will lead tax compliance and consulting for VC, PE, hedge funds, and real estate clients, guiding teams and managing engagements with a focus on high-quality results.

The role requires 5+ years of relevant tax experience, CPA/EA or equivalent, and strong communication, leadership, and client-management abilities. Competitive California salary ranges are provided and benefits apply.

Qualifications

• Bachelor’s degree in accounting, finance, economics, or statistics; master’s preferred.
• CPA, Attorney, or EA designation recommended; 5+ years tax experience.
• Experience with alternative investments (VC/PE/real estate/hedge funds) preferred.

Responsibilities

• Provide federal, state, and international tax compliance services.
• Lead complex engagements with a team of tax professionals.
• Manage engagement; include billing, collections, and budgeting.
• Build and manage client relationships; ensure quality documentation.

Skills

Communication skills

Analytical thinking

Leadership

Client relationships

Education

Bachelor’s Degree in Accounting/Finance

Master’s Degree in Accounting/Taxation (preferred)

Tools

Microsoft Office Suite

Adobe Acrobat

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.

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

• 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.

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.

Salaries

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: $112,000 - $150,000

Colorado Range: $90,000 - $130,000

Illinois Range: $105,000 - $130,000

Maryland Range: $113,000 - $120,000

Massachusetts Range: $120,000 - $127,000

Minnesota Range: $90,000 - $120,000

New Jersey Range: $115,000 - $140,000

NYC/Long Island/Westchester Range: $125,000 - $150,000

Washington Range: $110,000 - $125,000

Washington DC Range: $120,000 - $140,000

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.

Benefits may be subject to eligibility requirements.

Equal Opportunity

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".