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

Tax Senior, Alternative Investments at BDO USA

Tax Senior, Alternative Investments

BDO USA · NY, US

4 days ago

Tax Senior, Alternative Investments

BDO USA · NY, US

5 days ago
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About the Role

This role within our Alternative Investments practice focuses on providing tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors.

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 legal requirements to prepare filings.
  • Collects all data needed for filing requirements and communicates missing items.
  • Utilizes Firm compliance software to maximize efficiency in tax preparation.
  • Collaborates with Manager 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 engagements, 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.
  • Two (2) or more years of tax experience, required.
  • 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.
  • 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

  • Tax compliance
  • Tax consulting
  • Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
  • Adobe Acrobat
  • Tax research databases
  • Tax compliance process software
  • Verbal communication
  • Written communication

Location

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

Work Type

  • Full-time

Experience Level

  • Two (2) 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: $84,000 - $110,000
  • Colorado Range: $72,000 - $90,000
  • Illinois Range: $80,000 - $93,000
  • Maryland Range: $90,000 - $94,000
  • Massachusetts Range: $90,000 - $100,000
  • Minnesota Range: $75,000 - $84,000
  • New Jersey Range: $82,000 - $112,000
  • NYC/Long Island/Westchester Range: $100,000 - $110,000
  • Washington Range: $80,000 - $95,000
  • Washington DC Range: $93,000 - $98,000

Benefits

  • ESOP company, offering participants a stake in the firm’s success.
  • Comprehensive compensation and Total Rewards benefits offerings.
  • BDO Total Rewards encompass more than traditional benefits.

About the Company

  • At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed.
  • Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
  • Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most.
  • Our values guide how we bring that purpose to life each day.
  • BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world.
  • No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.
  • As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks.
  • Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

Equal Opportunity

  • Equal Opportunity Employer, including disability/vets