Tax Managing Director, Alternative Investments

BDO USA; Costa Mesa (CA); On-site; USD 190,000 - 335,000; Full time

Benefits offered by this job

ESOP

Total Rewards program

Flexible work options

Job summary

BDO USA in California is seeking a senior tax professional to support our Alternative Investments practice, delivering tax compliance and consulting services for Venture Capital, Private Equity, Hedge Funds, and Real Estate clients.

The role emphasizes leading engagements, managing teams, and delivering high-quality federal, state, and international tax work while maintaining strong client relationships and budgets.

Qualifications

• Bachelor’s Degree in Accounting, Finance, Economics, or Statistics is required.
• Master’s Degree in Accounting or Taxation is preferred.
• CPA or Licensed Attorney, or IRS Enrolled Agent, is required.
• Experience with partnerships taxation is preferred.

Responsibilities

• Provide high-quality federal, state, and international tax compliance services.
• Lead complex engagements with a team of tax professionals.
• Manage engagements including billing, collections, and project budgets.
• Build and manage client relationships and assist in developing new clients.

Skills

Leadership

Analytical thinking

Communication

Team delegation

Education

Bachelor’s Degree in Accounting, Finance, Economics, or Statistics

Master’s Degree in Accounting or Taxation

CPA or Enrolled Agent

Tools

Microsoft Office

Adobe Acrobat

Tax research databases

Tax compliance software

Job description

JOB DESCRIPTIONThis 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 SummaryThis 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 Principals, Senior Managers, Managers, 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; assist in developing new clients and opportunities
• Ensures/Documents client work and conclusions in the client tax file

Tax Consulting

• Identifies, develops, recommends, and implements efficient and effective tax strategies

Supervisory Responsibilities

• Manages teams of Senior Managers, Managers, Tax Seniors, and Associates

Education

Qualifications, Knowledge, Skills and Abilities:

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

Experience

• Ten (10) 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

License/Certifications

• CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
• 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

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.

California Range: $190,000 - $335,000

Colorado Range: $170,000 - $225,000

Illinois Range: $175,000 - $250,000

Maryland Range: $185,000 - $260,000

Massachusetts Range: $215,000 - $300,000

Minnesota Range: $170,000 - $250,000

New Jersey Range: $190,000 - $350,000

NYC/Long Island/Westchester Range: $230,000 - $350,000

Washington Range: $180,000 - $240,000

Washington DC Range: $190,000 - $300,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• 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