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Tax Senior Manager, Alternative Investments
Millbrae, CAMarch 31st, 2026
Tax Senior Manager, Alternative Investments As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.Job Summary As a team member in our Alternative Investments practice, the Tax Senior Manager will assist in providing tax compliance & consulting services to BDO's Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.Job Duties Tax ComplianceEnsures clients comply with all applicable authorities while minimizing their tax and reporting burdens, and ensures self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").Applies understanding of client's unique circumstances, documentation, and other requirements mandated by law and prepares required filings (tax returns) using a system of review and documentation to ensure full compliance while keeping tax and reporting burdens low.Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare the return.Utilizes Firm compliance software to maximize efficiency in tax prep process.Effectively teams with Partner, 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; assists in developing new clients and opportunities.Ensures documents client work and conclusions in the client tax file.Tax ConsultingIdentifies, develops, recommends, and implements efficient and effective tax strategies.Other duties as required.Supervisory ResponsibilitiesManaging teams of Managers, Tax Seniors, and Associates.EducationBachelor's degree required; major in Accounting, Finance, Economics or Statistics, preferred.Master's in Accountancy or Taxation, preferred.ExperienceEight (8) 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.License / CertificationsCPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent ("EA") (or equivalent), required.Possession of other professional degrees or certifications applicable to role, preferred.CFP or Masters in Tax, preferred.SoftwareExperience with Microsoft Office Tools (Excel, PowerPoint, Word, Outlook), and Adobe Acrobat, preferred.Experience with tax research databases, preferred.Proficient in tax compliance process software, preferred.Other Knowledge, Skills & AbilitiesSuperior 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.Compensation Individual salaries 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: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. 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.At BDO, 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.Equal Opportunity Employer, including disability/vets.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.#J-18808-Ljbffr
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