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About the Role

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.

Responsibilities

• Ensures clients comply with all applicable authorities while minimizing tax and reporting burdens.
• Ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual.
• Prepares required filings (tax returns) using a system of review and documentation to ensure client compliance and minimize tax burden.
• Ensures all data needed for filing requirements are collected and properly communicates missing items.
• Utilizes Firm compliance software to maximize efficiency in the tax preparation process.
• Effectively teams with Principal, Tax Seniors, and Associates on project completion.
• 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 project budgets.
• Builds and manages client relationships.
• Ensures and documents client work and conclusions in the client tax file.
• Other duties as required.
• Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies.
• Managing teams of Tax Seniors and Associates.

Requirements

• Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics, preferred.
• Master’s in Accountancy or Taxation, preferred.
• 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.
• 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.
• 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.
• 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.

Skills

• Tax compliance
• Tax consulting
• Client relationship management
• Team leadership
• Financial analysis
• Microsoft Office Suite
• Adobe Acrobat
• Tax research
• Tax preparation software
• Verbal communication
• Written communication
• Delegation
• Analytical skills
• Research skills
• Critical thinking
• Decision-making
• Teamwork
• Client relations

Location

• California
• Colorado
• Illinois
• Maryland
• Massachusetts
• Minnesota
• New Jersey
• NYC/Long Island/Westchester
• Virginia
• Washington
• Washington DC

Work Type

• Full-time

Experience Level

• Manager
• 6+ years of relevant experience
• Prior supervisory experience

Education Level

• Bachelor's degree in Accounting, Finance, Economics or Statistics
• Master's in Accountancy or Taxation
• CPA certification
• Attorney (admitted to practice in a U.S. jurisdiction)
• Enrolled Agent (EA)

Salary/Compensations

• 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

Benefits

• Employee Stock Ownership Plan (ESOP)
• Flexibility
• Opportunities for advancement
• Comprehensive compensation
• Total Rewards benefits

About the Company

• BDO offers more than a career; it's a place where work is impactful and individuality is valued.
• Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
• Our purpose of helping people thrive every day is at the heart of everything we do.
• We focus on delivering exceptional and sustainable outcomes and value for our people, clients, and communities.
• BDO is proud to be an ESOP company, reflecting a culture that puts people first by sharing financially in our growth in value with our U.S. team.
• BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
• BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP).
• The ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being.
• The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time.
• We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives.
• We pride ourselves on welcoming diverse perspectives, empowering team members, celebrating ingenuity and innovation, and focusing on resilience and sustainability.

Equal Opportunity

• Equal Opportunity Employer, including disability/vets