Job Description
Full job description
Job Summary:
The Tax Manager, Alternative Investments 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, 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
Ensures/Documents client work and conclusions in the client tax file
Tax Consulting
Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies
Supervisory Responsibilities:
Manages and mentors teams of Tax Seniors and Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred Master’s Degree in Accounting or Taxation, preferred
Experience:
Five (5) 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
Prior supervisory experience required
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 beneficial
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
Job Summary:
The Tax Manager, Alternative Investments 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, 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
Ensures/Documents client work and conclusions in the client tax file
Tax Consulting
Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies
Supervisory Responsibilities:
Manages and mentors teams of Tax Seniors and Associates
Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor’s Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred Master’s Degree in Accounting or Taxation, preferred
Experience:
Five (5) 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
Prior supervisory experience required
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 beneficial
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
💡 Quick Summary
Seeking a career-building opportunity? The Tax Manager, Alternative Investments position is now open for candidates interested in the Accountant Jobs sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
