Tax Senior, Alternative Investments

Tax Senior, Alternative Investments –
BDO USA

Assisting clients in the Alternative Investments practice by providing tax compliance and consulting services for Venture Capital, Private Equity, Hedge Funds, and Real Estate entities.

• Ensure clients comply with all applicable authorities while minimizing tax and reporting burdens, and ensure team adherence to firm policies and the BDO Tax Quality Manual (TQM).
• Apply knowledge of each client’s unique circumstances and required documentation to prepare filings (tax returns) using a review and documentation system that maintains full compliance and low client burden.
• Collect all necessary data for filings, identify and communicate missing items, and prepare returns.
• Utilize firm compliance software to maximize efficiency in the tax preparation process.
• Collaborate effectively with Managers and Associates to complete projects, following up on open‑item lists.
• Deliver high‑quality federal, state, and international tax compliance services.
• Lead complex engagements with a team of tax professionals.
• Manage the engagement, including billing, collections, and budgeting for projects.
• Document client work and conclusions in the client tax file.
• Assist in identifying, developing, recommending, and implementing efficient and effective tax strategies.
• Mentor teams of Associates.

• Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, required; or Bachelor’s degree in another focus area AND CPA certification, required.
• Master’s Degree in Accountancy or Taxation, preferred.

• Two (2) or more years of tax experience, required.
• Financial Services industry experience supporting Alternative Investment funds (Venture Capital, Private Equity, Real Estate, Hedge Funds), preferred.
• Proficiency in the taxation of partnerships, preferred.

• CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or IRS Enrolled Agent (EA) (or equivalent), preferred.
• Other relevant professional degrees or certifications, preferred.

• Experience with Microsoft Office Tools (Excel, PowerPoint, Word, Outlook) and Adobe Acrobat, preferred.
• Experience with tax research databases, preferred.
• Proficiency in tax compliance process software, preferred.

• N/A

• Solid verbal and written communication skills.
• Able to follow instructions from members of the Tax Team.
• Initiative:
  Takes appropriate actions without being asked.
• Seeks advice from superiors regarding compliance issues and problems.

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
.