Tax Senior Manager, Alternative Investments

BDO USA, LLP; San Francisco (CA); Sur place; USD 146 000 - 200 000; Plein temps

Résumé du poste

BDO USA, LLP is seeking a Tax Senior Manager for our Alternative Investments practice in California. The role focuses on providing tax compliance and consulting services to Venture Capital, Private Equity, Hedge Fund, and Real Estate clients in a senior team setting.

The candidate should have 8+ years of tax experience, CPA/EA/attorney credentials, and strong leadership abilities to manage complex engagements and client relationships.

Qualifications

• Bachelor's degree in Accounting or related field required; CPA preferred.
• Master's in Taxation or related advanced degree preferred.
• Eight+ years of tax experience in public accounting, private industry, or consulting.”],
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Responsabilités

• Provide tax compliance and consulting services for venture capital, private equity, hedge funds, and real estate clients.
• Lead and supervise teams on tax engagements, including budgeting and billing.
• Develop and implement tax strategies for clients.

Connaissances

Strong communication

Team leadership

Analytical thinking

Client relationships

Formation

Bachelor's degree in Accounting

Master's in Taxation

Outils

Microsoft Office

Tax research databases

Description du poste

Job Summary:

As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO's 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 teams with Partner, 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; assists 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
• Other duties as required

Supervisory Responsibilities:

• Managing teams of Managers, Tax Seniors, and Associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
• Master's in Accountancy or Taxation, preferred

Experience:

• Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required
• Prior supervisory 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 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, preferred
• 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:

• 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

California Range: $146,000 - $200,000

Colorado Range: $120,000 - $185,000

Illinois Range: $140,000 - $190,000

Maryland Range: $150,000 - $180,000

Massachusetts Range: $150,000 - $206,000

Minnesota Range: $130,000 - $190,000

New Jersey Range: $155,000 - $200,000

NYC/Long Island/Westchester Range: $180,000 - $225,000

Washington Range: $150,000 - $200,000

Washington DC Range: $162,000 - $190,000

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.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits.

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets