Senior Tax Manager, Alternative Investments, Core Tax Services

BDO Los Angeles , CA 90009

Posted 4 weeks ago

Job Summary

BDO's Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

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.

Qualifications

Education:

  • Bachelors degree in Accounting or other relevant field required

  • Masters degree in Accounting or Taxation preferred

Experience:

  • More than six (6) 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:

  • CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent required
  • 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:

  • Solid oral 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

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Accounting Operations Senior Associate Alternative Investments

First Republic

Posted 5 days ago

VIEW JOBS 9/11/2019 12:00:00 AM 2019-12-10T00:00 At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued at First Republic. Incredible teams doing exceptional work, every day First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients' unique needs and support them throughout a lifetime of financial goals. Common goals, uncommon potential As an Accounting Operations Senior Associate, Alternative Investments, on our Los Angeles-based Private Investments team, you'll have the opportunity to use your knowledge of generally accepted accounting principles in a role that focuses on activities surrounding the core operations of our alternative investment business and fund processing. What you'll do as an Accounting Operations Senior Associate, Alternative Investments: * Assist with the preparation and review of private funds' financial statements and complete Net Asset Value packages as required each month or quarter to ensure that client reporting is carried out accurately and efficiently. * Coordinate and collaborate with the Financial Statement Auditors working with the private funds. * Assist in the Treasury functions of the private funds, including cash management and use and maintenance of lines of credit. * Participate in the review and reconciliation of investor subscriptions and redemptions in the funds. * Work closely with third-party fund administrators to oversee and monitor their operation. * Communicate with the client servicing team and the fund administrators about any questions or issues that may arise. * Review and reconcile investor records. * Communicate with underlying fund managers. * Help manage and enforce the team's policies and procedures, and assist in the assessment, review and improvement of these policies and procedures. You could be a great fit if you have: * A bachelor's degree in accounting, finance, mathematics or another business-related major from an accredited institution * Two or three years of experience in accounting, audit and tax functions * A certified public accountant designation (preferred) * Experience in reviewing and analyzing data reports and manuals * Computer proficiency, including experience with Microsoft Word, Excel and PowerPoint * A strong detail orientation * Outstanding communication skills (both written and verbal) * Exceptional organizational skills and the ability to prioritize multiple projects while working independently in a demanding, unstructured environment * The ability to think critically and anticipate potential issues * Self-motivation and a willingness to take initiative * A commitment to be a team player and provide extraordinary service Job Demands: * Must be able to review and analyze data reports and manuals; must be computer proficient. * Must be able to communicate effectively via telephone and in person. Own your work and your career — apply now Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that's the First Republic way. Options First Republic Los Angeles CA

Senior Tax Manager, Alternative Investments, Core Tax Services

BDO