BDO · 17 hours ago
Tax Manager, Alternative Investments
One Bush Street, San Francisco, CA, 94104, US
Full-time
Onsite
Mid, Senior Level
$112K/yr - $150K/yr
5+ years expBDO is a leading accounting and advisory firm, and they are seeking a Tax Manager specializing in Alternative Investments. The role involves providing tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors, while managing client relationships and mentoring team members.
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 collaborates with Principals, 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
Ensures/Documents client work and conclusions in the client tax file
Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies
Manages and mentors teams of Tax Seniors and Associates
Qualification
Required
Bachelor's Degree, required; focus in Accounting, Finance, Economics, or Statistics, preferred
Five (5) or more years of 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
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
Possession of other professional degrees or certifications applicable to role beneficial
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
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
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 StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
Recent News
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