BDO · 5 months ago
Tax Senior Manager, Alternative Investments
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$146K/yr - $200K/yr
8+ years expBDO is a global accounting and advisory firm, and they are seeking a Tax Senior Manager in their Alternative Investments practice. The role involves providing tax compliance and consulting services to clients in Venture Capital, Private Equity, Hedge Funds, and Real Estate, while managing client relationships and leading a team of tax professionals.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
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”)
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 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
Identifies, develops, recommends, and implements efficient and effective tax strategies
Other duties as required
Managing teams of Managers, Tax Seniors, and Associates
Qualification
Required
Bachelors degree required; major in Accounting, Finance, Economics or Statistics
Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience
Prior supervisory experience
CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (“EA”) (or the equivalent of one of these designations)
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
Preferred
Master's in Accountancy or Taxation
Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds
Proficiency in the taxation of partnerships
Possession of other professional degrees or certifications applicable to role
CFP or Masters in Tax
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat
Experience with tax research databases
Proficient in tax compliance process software
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Comprehensive compensation and Total Rewards benefits
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
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