BDO USA

As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Private Equity, Hedge Fund, Fund of Fund, Foreign (non-US Partnerships) and Real Estate clients.. As a Tax Manager in our Alternative Investments Practice you will play a key role.. Financial Services industry experience supporting Alternative Investment funds including: Private Equity, Fund of Funds, Foreign Partnerships Real Estate, and Hedge Funds, required. CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required. Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance

alternative investments

Job Description Job Summary: As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Private Equity, Hedge Fund, Fund of Fund, Foreign (non-US Partnerships) and Real Estate clients. Job Duties As a Tax Manager in our Alternative Investments Practice you will play a key role. Job duties include: <ul><li> Tax Compliance</li><ul><li> 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”).</li><ul><li> 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; </li><li> Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return; </li><li> Utilizes Firm compliance software to maximize efficiency in tax prep process </li></ul><li> Effectively teams with Partner, Managing Directors, Tax Seniors, and Associates on completion of project and coordination of client deliverables to meet client deadlines </li><li> Delivering high quality federal, state, and international tax compliance services </li><li> Leading complex engagements with a team of tax professionals </li><li> Managing the engagement, including billing, collections, and the budget for projects </li><li> Building and managing client relationships </li><li> Ensuring/Documenting client work and conclusions in the client tax file </li></ul><li> Tax Consulting</li><ul><li> Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies </li></ul></ul>Supervisory Responsibilities <ul><li> Managing teams of Tax Seniors and Associates </li></ul>Education Qualifications, Knowledge, Skills and Abilities: <ul><li> Bachelor’s degree in Accounting or other relevant field, required </li><li> Master’s degree in Accounting or Taxation, preferred </li></ul>Experience <ul><li> More than five (5) years of prior tax experience, required </li><li> Financial Services industry experience supporting Alternative Investment funds including: Private Equity, Fund of Funds, Foreign Partnerships Real Estate, and Hedge Funds, required </li><li> Proficiency in the taxation of partnerships, required </li><li> Proficiency in identifying and reporting required information for US investors in foreign partnerships </li></ul>License/Certifications <ul><li> CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required </li></ul>Software <ul><li> Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat </li><li> Experience with tax research databases </li><li> Proficient in tax compliance process software </li></ul>Other Knowledge, Skills & Abilities <ul><li> Solid verbal and written communication skills </li><li> Able to follow instructions as directed by members of Tax Team </li><li> Takes appropriate actions without being asked </li><li> Seeks advice of appropriate superiors regarding issues, problems related to compliance </li></ul>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: $130,000 - $155,000 New York City/ Valhalla Range: $175,000 - $180,000 Washington Range: $132,000 - $150,000 About Us BDO delivers assurance, tax, digital technology solutions and financial advisory services to clients throughout the country and around the globe. We offer numerous industry-specific practices, world-class resources, and an unparalleled commitment to meeting our clients’ needs. We currently serve more than 400 publicly traded domestic and international clients. <ul><li>Unparalleled partner-involvement </li><li>Deep industry knowledge and participation</li><li>Geographic coverage across the U.S.</li><li>Cohesive global network </li><li>Focused capabilities across disciplines </li></ul>BDO brings world-class resources and exceptional service to each and every one of our clients. BDO USA is a member of BDO International, the world’s fifth largest accounting network. BDO offers a competitive Total Rewards package that encompass so much more than – “traditional benefits”. Our wide range of rewards and our employees’ ability to customize rewards to their individual needs are two of the reasons why BDO has been honored with so many workplace awards, including 100 Best Companies for Working Parents, Working Mother 100 Best Companies, Top Entry Level Employer, 2022 National Best & Brightest Companies to Work For and more. Some Examples Of Our Total Rewards Offerings Include <ul><li>Competitive pay and eligibility for an annual performance bonus. </li><li>A 401k plan plus an employer match</li><li>Comprehensive, medical, dental, vision, FSA, and prescription insurance from day one</li><li> Competitive Paid Time Off with daily accrual from day one of employment, plus paid holidays </li><li>Paid Parental Leave</li><li>Adoption Assistance</li><li>Firm paid life insurance</li><li>Wellness programs</li><li>Additional offerings include BDO Flex, Group Legal insurance, Pet insurance and Long-Term Care Insurance </li></ul>Above offerings may be subject to eligibility requirements. Click here to find out more! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. "BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

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