Experienced Tax Manager, Alternative Investments - BDO International
Chicago, IL 60618
About the Job
Job Summary: As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Private Equity, Hedge Fund, Fund of Fund, Foreign (non-US Partnerships) and Real Estate clients.Job Duties:As a Tax Manager in our Alternative Investments Practice you will play a key role
Job duties include:Tax ComplianceEnsures 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 processEffectively teams with Partner, Managing Directors, Tax Seniors, and Associates on completion of project and coordination of client deliverables to meet client deadlines Delivering high quality federal, state, and international tax compliance servicesLeading complex engagements with a team of tax professionals Managing the engagement, including billing, collections, and the budget for projectsBuilding and managing client relationshipsEnsuring/Documenting client work and conclusions in the client tax fileTax ConsultingAssist with identifying, developing, recommending, and implementing efficient and effective tax strategiesSupervisory Responsibilities:Managing teams of Tax Seniors and AssociatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree in Accounting or other relevant field, required Master’s degree in Accounting or Taxation, preferredExperience:More than five (5) years of prior tax experience, requiredFinancial Services industry experience supporting Alternative Investment funds including: Private Equity, Fund of Funds, Foreign Partnerships Real Estate, and Hedge Funds, required Proficiency in the taxation of partnerships, required Proficiency in identifying and reporting required information for US investors in foreign partnershipsLicense/Certifications:CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredSoftware:Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat Experience with tax research databases Proficient in tax compliance process software Other Knowledge, Skills & Abilities:Solid verbal and written communication skillsAble to follow instructions as directed by members of Tax TeamTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceIndividual 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.California Range: $136,000 - $165,000 Colorado Range: $130,000 - $155,000 New York City/ Valhalla Range: $175,000 - $180,000 Washington Range: $132,000 - $150,000 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality
We offer flexibility and opportunities for advancement
Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do
Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S
team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S
and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP)
A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual
With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2024-09-03
Job duties include:Tax ComplianceEnsures 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 processEffectively teams with Partner, Managing Directors, Tax Seniors, and Associates on completion of project and coordination of client deliverables to meet client deadlines Delivering high quality federal, state, and international tax compliance servicesLeading complex engagements with a team of tax professionals Managing the engagement, including billing, collections, and the budget for projectsBuilding and managing client relationshipsEnsuring/Documenting client work and conclusions in the client tax fileTax ConsultingAssist with identifying, developing, recommending, and implementing efficient and effective tax strategiesSupervisory Responsibilities:Managing teams of Tax Seniors and AssociatesQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree in Accounting or other relevant field, required Master’s degree in Accounting or Taxation, preferredExperience:More than five (5) years of prior tax experience, requiredFinancial Services industry experience supporting Alternative Investment funds including: Private Equity, Fund of Funds, Foreign Partnerships Real Estate, and Hedge Funds, required Proficiency in the taxation of partnerships, required Proficiency in identifying and reporting required information for US investors in foreign partnershipsLicense/Certifications:CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredSoftware:Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat Experience with tax research databases Proficient in tax compliance process software Other Knowledge, Skills & Abilities:Solid verbal and written communication skillsAble to follow instructions as directed by members of Tax TeamTakes appropriate actions without being askedSeeks advice of appropriate superiors regarding issues, problems related to complianceIndividual 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.California Range: $136,000 - $165,000 Colorado Range: $130,000 - $155,000 New York City/ Valhalla Range: $175,000 - $180,000 Washington Range: $132,000 - $150,000 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality
We offer flexibility and opportunities for advancement
Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do
Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities
BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S
team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S
and in over 160 countries through our global organization.BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP)
A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being
The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings
The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual
With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:Welcoming diverse perspectives and understanding the experience of our professionals and clientsEmpowering team members to explore their full potentialOur talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunitiesCelebrating ingenuity and innovation to transform our business and help our clients transform theirsFocus on resilience and sustainability to positively impact our people, clients, and communitiesBDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!*Benefits may be subject to eligibility requirements.Equal Opportunity Employer, including disability/vetsClick here to find out more!Full timePosting Date: 2024-09-03
Source : BDO International