BDO USA, LLP
Tax Managing Director, Alternative Investments-REIT
BDO USA, LLP, Mc Lean, Virginia, us, 22107
Job Summary: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 servicesLeading complex engagements with a team of tax professionalsManaging the engagement, including billing, collections, and the budget for projectsBuilding and managing client relationships; assist in developing new clients and opportunitiesEnsuring/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 AssociatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree in Accounting, requiredMaster's degree in Accounting or Taxation, preferredExperience:More than seven (7) years of prior tax experience, requiredFinancial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferredProficiency in the taxation of partnerships, preferredLicense/Certifications:CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredCFP or Masters in Tax, preferredSoftware:Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferredExperience with tax research databases, preferredProficient in tax compliance process software, preferredOther Knowledge, Skills & Abilities:Solid oral and written communication skillsAble to follow instructions as directed by members of Tax TeamTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceIndividual 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 - $335,000Colorado Range:
$170,000 - $225,000Maryland Range:
$190,000 - $260,000NYC/Long Island/Westchester Range:
$200,000 - $245,000Washington Range:
$180,000 - $240,000Washington DC Range: $205,000 - $300,000
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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 servicesLeading complex engagements with a team of tax professionalsManaging the engagement, including billing, collections, and the budget for projectsBuilding and managing client relationships; assist in developing new clients and opportunitiesEnsuring/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 AssociatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor's degree in Accounting, requiredMaster's degree in Accounting or Taxation, preferredExperience:More than seven (7) years of prior tax experience, requiredFinancial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferredProficiency in the taxation of partnerships, preferredLicense/Certifications:CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredCFP or Masters in Tax, preferredSoftware:Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferredExperience with tax research databases, preferredProficient in tax compliance process software, preferredOther Knowledge, Skills & Abilities:Solid oral and written communication skillsAble to follow instructions as directed by members of Tax TeamTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceIndividual 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 - $335,000Colorado Range:
$170,000 - $225,000Maryland Range:
$190,000 - $260,000NYC/Long Island/Westchester Range:
$200,000 - $245,000Washington Range:
$180,000 - $240,000Washington DC Range: $205,000 - $300,000
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