About this opportunity
BDO USA lists this Tax Experienced Manager, Alternative Investments opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Summary
As a team member in our Alternative Investments practice, the Tax Manager will assist in providing tax compliance & consulting services to BDO’s Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Job Duties
Tax Compliance
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 Principal, 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
Other duties as required
Tax Consulting
Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies
Supervisory Responsibilities
Managing teams of Tax Seniors and Associates
Qualifications, Knowledge, Skills and Abilities
Education
Bachelor’s degree required; major in Accounting, Finance, Economics or Statistics, preferred
Master’s in Accountancy or Taxation, preferred
Experience
Six (6) 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
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
Industry expertise in one or more tax specialty, preferred
License/Certifications
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
Possession of other professional degrees or certifications applicable to role, preferred
CFP or Masters in Tax, preferred
Software
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
Other Knowledge, Skills & Abilities
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
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.
Salary Ranges
California Range: $136,000 - $165,000
Colorado Range: $105,000 - $150,000
Illinois Range: $120,000 - $139,000
Maryland Range: $121,000 - $145,000
Massachusetts Range: $130,000 - $147,750
Minnesota Range: $100,000 - $130,000
New Jersey Range: $130,000 - $165,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
Virginia Range: $140,000 - $165,000
Washington Range: $130,000 - $145,000
Washington DC Range: $140,000 - $162,000
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.