This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
- 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, Senior Managers, 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; assist in developing new clients and opportunities
- Ensures/Documents client work and conclusions in the client tax file
- Identifies, develops, recommends, and implements efficient and effective tax strategies
- Manages teams of Senior Managers, Managers, Tax Seniors, and Associates
- Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required
- Ten (10) 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
- CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
- Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
- Strong analytical, research and critical thinking skills as well as decision-making skills
- Capable of developing and managing a team of tax professionals
- 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: $190,000 - $335,000 Colorado Range: $170,000 - $225,000 Illinois Range: $175,000 - $250,000 Maryland Range: $185,000 - $260,000 Massachusetts Range: $215,000 - $300,000 Minnesota Range: $170,000 - $250,000 New Jersey Range: $190,000 - $350,000 NYC/Long Island/Westchester Range: $230,000 - $350,000 Washington Range: $180,000 - $240,000 Washington DC Range: $190,000 - $300,000