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BDO USA, LLP

Tax Senior Manager, Alternative Investments

BDO USA, LLP, Los Angeles, California, United States, 90079


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: 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) 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 Managers, Tax Seniors, and Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree in Accounting or other relevant field required Master's degree in Accounting or Taxation preferred Experience: More than six (6) 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 verbal 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: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Maryland Range: $152,000 - $188,000 NYC/Long Island/Westchester Range: $175,000 - $205,000 Washington Range: $150,000 - $200,000 Washington DC Range: $156,000 - $200,000

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