BDO USA · 2 days ago
Tax Managing Director, Alternative Investments
Melville, NY
Full-time
Onsite
Senior Level, Lead/Staff
$190K/yr - $335K/yr
10+ years expBDO USA is a leading accounting and advisory firm, and they are seeking a Tax Managing Director in their Alternative Investments practice. This role involves providing tax compliance and consulting services to clients in Venture Capital, Private Equity, Hedge Funds, and Real Estate while managing a team of tax professionals.
AccountingConsultingFinancial Services
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 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
Identifies, develops, recommends, and implements efficient and effective tax strategies
Manages teams of Senior Managers, Managers, Tax Seniors, and Associates
Qualification
Required
Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required
Ten (10) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, required
CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, required
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 Degree in Accounting or Taxation, preferred
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
CFP or Masters in Tax, preferred
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
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
BDO Total Rewards that encompass so much more than traditional 'benefits.'
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Catherine Moy
Chief People Officer
Cristin Boynton
Principal, Tax Automation & Innovation
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