Job DescriptionJob Summary:As a team member in our Alternative Investments practice, the Tax 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 Principal, 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
- Other duties as required
Tax Consulting- Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies
Supervisory Responsibilities:- Managing teams of Tax Seniors and Associates
Qualifications, Knowledge, Skills and Abilities:Education:- Bachelor's degree required; major in Accounting, Finance, Economics or Statistics, preferred
- Master's in Accountancy or Taxation, preferred
Experience:- Six (6) 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
- Industry expertise in one or more tax specialty, 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
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: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Virginia Range: $140,000 - $165,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000
