Tax Senior Manager, Alternative Investments jobs in United States
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BDO USA · 1 day ago

Tax Senior Manager, Alternative Investments

BDO USA is seeking a Tax Senior Manager to join their Alternative Investments practice, providing tax compliance and consulting services to clients in venture capital, private equity, hedge funds, and real estate. The role includes managing tax compliance, leading engagements, building client relationships, and developing tax strategies.

AccountingConsultingFinancial Services
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H1B Sponsor Likelynote

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

Tax ComplianceTax ConsultingCPA CertificationFinancial Services ExperienceTaxation of PartnershipsMicrosoft OfficeTax Research DatabasesAnalytical SkillsTeam ManagementCommunication Skills

Required

Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred
Eight (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
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), 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 in Accountancy 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
Possession of other professional degrees or certifications applicable to role, 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)
BDO Total Rewards

Company

BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.

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 Stage
Total Funding
$1.3B
Key Investors
Apollo
2023-08-15Debt Financing· $1.3B

Leadership Team

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Catherine Moy
Chief People Officer
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Cristin Boynton
Principal, Tax Automation & Innovation
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Company data provided by crunchbase