Jobs
>
New York City

    Tax Senior, Alternative Investments - New York, United States - BDO

    BDO
    BDO New York, United States

    3 weeks ago

    Default job background
    Full time
    Description

    Job Summary:

    As a team member in our Alternative Investments practice, you will assist in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.

    Job Duties:

    As a Tax Senior in our Alternative Investments Practice you will play a key role. Job duties include:

  • 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 Manager and Associates on completion of project (follow-up with Open items list); Delivering high quality federal, state, and international tax compliance services Leading complex engagements with a team of tax professionals Managing the engagement, including billing, collections, and the budget for projects Ensuring/Documenting client work and conclusions in the client tax file
  • Tax Consulting Assist with identifying, developing, recommending, and implementing efficient and effective tax strategies.

    • Supervisory Responsibilities :

  • Mentoring teams of Associates

    • Qualifications, Knowledge, Skills and Abilities:

    Education:

  • Bachelor's degree in Accounting, required
  • Master's degree in Accounting or Taxation, preferred

    • Experience:

  • More than two (2) years of prior tax 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

    • License/Certifications:

  • Working towards CPA, CFP, Masters in Tax, or JD, 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

    • Language:

  • N/A

    • Other Knowledge, Skills & Abilities:

  • Solid verbal and written communication skills
  • Able to follow instructions as directed by members of Tax Team
  • Takes appropriate actions without being asked
  • Seeks advice of appropriate superiors regarding issues, problems related to compliance

    • 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.

    California Range: $84,000 - $107,500
    Colorado Range: $80,000 - $95,000
    New York City/ Valhalla Range: $80,000 - $105,000
    Washington Range: $76,000 - $105,000

  • Jameson Legal

    Alternative Investments

    3 weeks ago

    Jameson Legal New York, United States Full time

    Our client, an elite US law firm, is looking to hire a mid-senior level Associate (class of into its market-leading alternative investments team in New York. · The firm represents both lenders and borrowers in complex, first-of-a-kind transactions. Any candidate looking to apply ...

  • The Ladders

    Principal, Alternative Investments

    20 minutes ago

    The Ladders New York, United States

    Why join us? · Are you looking to join a dynamic pension plan that embodies the strong values of its 500,000 members and is an industry leading global investor? If so, we would love to tell you our story. · At OMERS we put our people first and are proud to embrace the diversity ...

  • JPMorgan Chase Bank, N.A.

    Alternative Investment Specialist

    1 week ago

    JPMorgan Chase Bank, N.A. New York, United States

    : · Duties: Serve as a subject matter expert on a range of alternative investment solutions, including private equity, private credit, hedge funds and real assets. Act as a dedicated specialist for sophisticated Latin American investment advisors and clients, including endowment ...

  • UBS

    Alternative Investments US

    1 week ago

    UBS New York, United States

    United States - New York · Product Management and Development · Global Wealth Management · Job Reference # · 293831BR · City · New York · Job Type · Full Time · Your role · Are you someone who likes to provide alternative investment solutions for high net worth clients? Are you s ...

  • Northbound Executive Search

    AVP for Large Alternative Investment Fund

    1 week ago

    Northbound Executive Search New York, United States

    AVP for Large Alternative Investment Fund · AVP for Large Alternative Investment Fund · Job Description: · Our client, one of the largest alternative investment firms in the world, is looking for an experienced JD to serve as AVP. The position requires a strong background in co ...

  • KPMG-UnitedStates

    Manager/Senior Manager, NYFS Alternative Investments

    4 days ago

    KPMG-UnitedStates New York, United States

    Business Title:Manager/Senior Manager, NYFS Alternative InvestmentsRequisition Number: Function:Tax Services · Area of Interest:State:CT · City:Stamford · Description: · At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collab ...

  • UBS

    Ubs Alternative Investments Us

    6 days ago

    UBS New York, United States

    United States - New York · - Product Management and Development · - Global Wealth Management · **Job Reference #** · BR · **City** · - New York · **Job Type** · - Full Time · **Your role** · - Are you someone who likes to provide alternative investment solutions for high net wort ...

  • iCapital

    Head of Alternative Investment Education

    1 week ago

    iCapital New York, United States Full time

    iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth cli ...

  • SEI1GLOBAL

    Supervisor, Alternative Investment Funds

    4 weeks ago

    SEI1GLOBAL New York, United States Full time

    The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Alternative Investment Funds team. Our primary goal is to provide exceptional customer service and administration servicing for our clients' assigned hedge and private equit ...

  • Andersen

    Senior Tax Associate – Alternative Investment Funds

    3 weeks ago

    Andersen New York, United States

    Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive g ...

  • U.S. Bank

    Alternative Investments Associate

    6 days ago

    U.S. Bank Hackensack, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • New York City, NY

    Alternative Investments Operations Accounting Analyst

    3 weeks ago

    New York City, NY New York, United States

    INTERNAL APPLICANTS ONLY: All applicants must be current employees of the Office of the Comptroller and meet the minimum qualifications criteria. · The New York City Comptroller's Office works to promote the financial health, integrity, and effectiveness of New York City governm ...

  • City of New York

    Alternative Investments Operations Accounting Analyst

    1 week ago

    City of New York New York, United States

    Company Description · Job Description · INTERNAL APPLICANTS ONLY: All applicants must be current employees of the Office of the Comptroller and meet the minimum qualifications criteria. · The New York City Comptroller's Office works to promote the financial health, integrity, a ...

  • U.S. Bank

    Alternative Investment Associate

    2 weeks ago

    U.S. Bank Edison, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • U.S. Bank National Association

    Alternative Investments Supervisor

    1 day ago

    U.S. Bank National Association Hackensack, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Marcum LLP

    Tax Alternative Investment Group, Intern, Summer 2024

    3 weeks ago

    Marcum LLP New York, United States

    Marcum LLP offers a great career with exceptional benefits. There's a lot to think about when it comes to launching your accounting career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leadi ...

  • Goldman Sachs

    AMD, Alternative Investment Manager Selection, Platform Management, Credit Management, VP

    2 days ago

    Goldman Sachs New York, United States

    MORE ABOUT THIS JOB: · Asset Management · A career with Goldman Sachs Asset Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the worlds leading asset managers with over $2 trillion in assets un ...

  • U.S. Bank

    Alternative Investments Tax Analyst

    2 weeks ago

    U.S. Bank Hackensack, United States

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...

  • Andersen

    Senior Tax Associate Alternative Investment Funds

    3 weeks ago

    Andersen Greenwich, United States

    The Firm:At Andersen Tax LLC (Andersen), we offer a rewarding career path for exceptional, motivated, and entrepreneurial individuals. From the moment your employment begins, you will be exposed to a variety of projects giving you the opportunity to stand out and make a differenc ...

  • U.S. Bancorp

    Alternative Investments Tax Analyst

    2 weeks ago

    U.S. Bancorp Hackensack, United States

    The Fund Administration practice of U.S. Bank Global Fund Services (USBGFS) provides value-added services to a robust and rapidly growing client base, which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment Tax Analyst, Investment, Tax, ...