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Tax Managing Director, Alternative Investments

Tax Managing Director, Alternative Investments

BDO USABoston, MA, US
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Job Summary

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.

Job Duties

Tax Compliance

  • Ensures that clients comply with all applicable authorities while minimizing their tax and reporting burdens, and that self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual ("TQM").
  • 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.
  • Ensures all data needed to comply with filing requirements are collected; identifies and properly communicates missing items to prepare return.
  • Utilizes Firm compliance software to maximize efficiency in tax prep process.
  • Effectively collaborates with Principals, Senior Managers, 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; assist in developing new clients and opportunities.
  • Ensures / Documents client work and conclusions in the client tax file.

Tax Consulting

  • Identifies, develops, recommends, and implements efficient and effective tax strategies.
  • Supervisory Responsibilities

  • Manages teams of Senior Managers, Managers, Tax Seniors, and Associates
  • Qualifications, Knowledge, Skills and Abilities

    Education

  • Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required
  • Master's Degree in Accounting or Taxation, preferred
  • Experience

  • Ten (10) or more years of relevant tax experience and / or public accounting, private industry accounting, or consulting / professional services 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 / Certifications

  • CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
  • CFP or Masters in Tax, preferred
  • Software

  • 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
  • Language

  • N / A
  • Other Knowledge, Skills, & Abilities

  • 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
  • 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 : $190,000 - $335,000 Colorado Range : $170,000 - $225,000 Illinois Range : $175,000 - $250,000 Maryland Range : $190,000 - $260,000 Massachusetts Range : $205,000 - $300,000 Minnesota Range : $170,000 - $250,000 New Jersey Range : $190,000 - $300,000 NYC / Long Island / Westchester Range : $200,000 - $245,000 Washington Range : $180,000 - $240,000 Washington DC Range : $205,000 - $300,000

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