Tax Managing Director, Alternative Investments

BDO USA; Stamford (CT); On-site; USD 185,000 - 240,000; Full time

Job summary

An established industry player is seeking a Tax Managing Director to lead their Alternative Investments practice. This pivotal role involves providing comprehensive tax compliance and consulting services to a diverse portfolio of clients, including Venture Capital, Private Equity, and Hedge Funds. The ideal candidate will leverage their extensive experience to ensure compliance while minimizing tax burdens, all within a collaborative team environment. This is a unique opportunity to make a significant impact in a firm that values individuality and offers pathways for professional growth and advancement.

Benefits

Employee Stock Ownership Plan

Flexible Work Environment

Opportunities for Advancement

Comprehensive Compensation Package

Qualifications

• 10+ years of tax experience in public accounting or consulting.
• Strong knowledge of tax strategies for alternative investments.

Responsibilities

• Lead tax compliance and consulting for alternative investment clients.
• Manage teams and build client relationships effectively.

Skills

Tax Compliance

Tax Consulting

Client Relationship Management

Analytical Skills

Communication Skills

Education

Bachelor’s Degree in Accounting

Master’s Degree in Accounting or Taxation

Tools

Microsoft Office Tools

Tax Compliance Software

Tax Research Databases

Job description

Tax Managing Director, Alternative Investments

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Tax Managing Director, Alternative Investments

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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

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 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: $190,000 - $260,000

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

NYC/Long Island/Westchester Range: $200,000 - $245,000

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

Washington DC Range: $205,000 - $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

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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"

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Accounting

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