Tax Managing Director, Alternative Investments

BDO USA; Woodbridge (NJ); On-site; USD 190,000 - 335,000; Full time

Job summary

An established industry player is seeking a Tax Managing Director for their Alternative Investments practice. In this pivotal role, you will provide tax compliance and consulting services to various investment clients, ensuring they meet legal requirements while minimizing tax burdens. You will lead a team of professionals, manage complex engagements, and build strong client relationships. This role offers the opportunity to make a significant impact in a dynamic environment, where your expertise will help shape the future of tax strategies for high-profile clients. Join a company that values individuality and offers a supportive culture focused on professional growth and meaningful connections.

Benefits

Employee Stock Ownership Plan

Flexible Work Opportunities

Advancement Opportunities

Comprehensive Compensation Package

Qualifications

• 7+ years of tax experience required, preferably in Financial Services.
• CPA or Licensed Attorney required; CFP or Masters in Tax preferred.

Responsibilities

• Manage tax compliance and consulting for Alternative Investments clients.
• Lead teams and ensure high quality tax services and client relationships.

Skills

Tax Compliance

Tax Consulting

Client Relationship Management

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

New York, NY, United States and 25 more

Job Description

Job Summary:
As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

Job Duties:

As a Tax Managing Director in our Alternative Investments Practice you will play a key role. Job duties include:

• 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 teams with Partner, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)
  • Delivering high quality federal, state, and international tax compliance services
  • Leading complex engagements with a team of tax professionals
  • Managing the engagement, including billing, collections, and the budget for projects
  • Building and managing client relationships; assist in developing new clients and opportunities
  • Ensuring/Documenting client work and conclusions in the client tax file
• Tax Consulting
  • Identifying, developing, recommending, and implementing efficient and effective tax strategies.

Supervisory Responsibilities:

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

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting, required
• Master’s degree in Accounting or Taxation, preferred

Experience:

• More than seven (7) years of prior tax 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

Other Knowledge, Skills & Abilities:

• Solid oral and written communication skills
• Able to follow instructions as directed by members of Tax Team
• Takes appropriate actions without being asked
• Seeks advice of appropriate superiors regarding issues, problems related to compliance

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

*Benefits may be subject to eligibility requirements.