Tax Experienced Senior, Alternative Investments at BDO USA | NY, US | Rezi

Tax Experienced Senior, Alternative Investments at BDO USA

Tax Experienced Senior, Alternative Investments

BDO USA · NY, US

1 months ago

Tax Experienced Senior, Alternative Investments

BDO USA · NY, US

a month ago
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About the Role

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.

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.
  • Applies understanding of client’s unique circumstances and prepares required filings to ensure compliance and minimize tax burden.
  • Ensures all data needed for filing requirements are collected and identifies/communicates missing items.
  • Utilizes Firm compliance software to maximize efficiency in tax preparation.
  • Collaborates with Managers 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.
  • Ensures and documents client work and conclusions in the client tax file.
  • Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies.
  • Mentors teams of Associates.

Requirements

  • Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area AND CPA certification, required.
  • Three (3) or more years of tax experience, required.
  • 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.

Skills

  • Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook)
  • Adobe Acrobat
  • Tax research databases
  • Tax compliance process software
  • Taxation of partnerships

Experience Level

  • Three (3) or more years of tax experience

Education Level

  • Bachelor’s Degree in Accounting, Finance, Economics, or Statistics
  • CPA certification
  • Master’s Degree in Accountancy or Taxation, preferred

Salary/Compensations

  • California Range: $96,000 - $125,000
  • Colorado Range: $80,000 - $100,000
  • Illinois Range: $90,000 - $108,000
  • Maryland Range: $98,000 - $110,000
  • Massachusetts Range: $102,000 - $119,000
  • Minnesota Range: $80,000 - $95,000
  • New Jersey Range: $88,000 - $125,000
  • NYC/Long Island/Westchester Range: $115,000 - $130,000
  • Washington Range: $83,000 - $115,000
  • Washington DC Range: $105,000 - $117,000

Benefits

  • Employee Stock Ownership Plan (ESOP)
  • Flexibility and opportunities for advancement
  • Total Rewards benefits

About the Company

  • BDO offers a place where your work is impactful, and you are valued for your individuality.
  • 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.
  • Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our 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 ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits offerings.
  • 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 as their shares vest and grow in value with the firm’s success, with no employee contributions.
  • We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual.
  • With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on welcoming diverse perspectives, empowering team members, our talented team, celebrating ingenuity and innovation, focus on resilience and sustainability, and BDO Total Rewards.

Equal Opportunity

  • Equal Opportunity Employer, including disability/vets