Join to apply for the Tax Managing Director, Alternative Investments role at BDO USA
Tax Managing Director, Alternative Investments2 days ago Be among the first 25 applicants
Join to apply for the Tax Managing Director, Alternative Investments role at BDO USA
JOB DESCRIPTION
This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Job Summary
JOB DESCRIPTION
This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our 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 processEffectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)Delivers high quality federal, state, and international tax compliance servicesLeads complex engagements with a team of tax professionalsManages the engagement, including billing, collections, and the budget for projectsBuilds and manages client relationships; assist in developing new clients and opportunitiesEnsures/Documents client work and conclusions in the client tax file
Tax Consulting
Identifies, develops, recommends, and implements efficient and effective tax strategies
Supervisory Responsibilities
Manages teams of Senior Managers, Managers, Tax Seniors, and Associates
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, requiredMaster’s Degree in Accounting or Taxation, preferred
Experience
Ten (10) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, requiredFinancial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferredProficiency in the taxation of partnerships, preferred
License/Certifications
CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredCFP or Masters in Tax, preferred
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferredExperience with tax research databases, preferredProficient in tax compliance process software, preferred
Language
N/A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skillsAbility to effectively delegate work as neededStrong analytical, research and critical thinking skills as well as decision-making skillsCapacity to work well in a team environmentCapable of developing and managing a team of tax professionalsAbility to compose written tax adviceCapable of effectively developing and maintaining client relationshipsExecutive 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.
California Range: $190,000 - $335,000
Colorado Range: $170,000 - $225,000
Illinois Range: $175,000 - $250,000
Maryland Range: $190,000 - $260,000
Massachusetts Range: $205,000 - $300,000
Minnesota Range: $170,000 - $250,000
New Jersey Range: $190,000 - $300,000
NYC/Long Island/Westchester Range: $200,000 - $245,000
Washington Range: $180,000 - $240,000
Washington DC Range: $205,000 - $300,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
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#J-18808-Ljbffr Read LessJoin to apply for the Managing Director, Business Incentives Group (TCM) role at BDO USA
Managing Director, Business Incentives Group (TCM)5 days ago Be among the first 25 applicants
Join to apply for the Managing Director, Business Incentives Group (TCM) role at BDO USA
JOB DESCRIPTION
An STS Business Incentives Group Managing Director is responsible for providing written tax advice to clients, evaluating, and recommending alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the STS Tax Managing Director, Business Incentives Group will be charged with marketing, networking and business development within his/her area of experience and specialization and maintaining and expanding key client relationships. Additionally, the STS Tax Managing Director, Business Incentives Group is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on complex tax questions and issues.
Job Summary
JOB DESCRIPTION
An STS Business Incentives Group Managing Director is responsible for providing written tax advice to clients, evaluating, and recommending alternate courses of action to lessen tax burden and cost of compliance, recognizing potential tax risks and identifying potential changes in tax policy and regulations. In this role, the STS Tax Managing Director, Business Incentives Group will be charged with marketing, networking and business development within his/her area of experience and specialization and maintaining and expanding key client relationships. Additionally, the STS Tax Managing Director, Business Incentives Group is a critical part of the office’s / region’s Tax Services leadership team and in this capacity will act as source for guidance on complex tax questions and issues.
Job Duties
ResearchIdentifies all situations when research is necessary and conducts appropriate investigation on identified topicsAnalyzes researched facts and the sources utilizedPrepares studies of tax implications and outlines alternative courses of action to clientsDevelops comprehensive sales Talking Points document for marketing and sales opportunitiesTax ComplianceEnsures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdensIdentifies “gray areas” and recognizes related risk potential for contingent tax liabilitiesCompletes pro forma Forms 6765 and related state formsEnsure tax engagement letters are adopted prior to engagement work commencingCommunicates with appropriate clients, Core Tax Services and Assurance personnel regarding any issued during reviewsTax ConsultingDevelops, recommends and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligationsIdentifies and assists in maximizing all potential BIG credit, deduction and other federal and state opportunities legally available to clientsHandles inquiries from federal and state agencies regarding all tax issues and questionsDrafts responses to examiner questions and challengesMonitors implementations of workplans for tax consulting projectsProvides assistance with protests at the appeals levelProvides recommended solutions by combining tax knowledge and knowledge of business / industryTax ControversyRepresents clients before any tax authority on contested issuesResponds to all questions from federal or state agenciesTax Related SoftwareUtilizes Caseware, GoSystems, tax research databases and other tax-related software in the completion of assigned tasksTax SpecializationDevelops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefitsActs as industry expert in BIGIdentifies cross-selling opportunities with other tax specializationsManages BIG services provided to assigned clientsDevelops tools and/or improvements allowing for enhance the efficiency or services of the BIG practiceASC740-10Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48Recognizes, measures and documents financial benefits to clientsStrategy DevelopmentDevelops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefitsResearches and implements new tax strategiesLeads marketing campaigns and external BIG initiativesOther duties as required
Supervisory Responsibilities
Supervises the day-to-day work of STS BIG Managers, Senior Associates and Associates on assigned engagements and reviews work productEnsures STS BIG Managers, Senior Associates, Associates and Interns are trained on all relevant tax issues and softwareEvaluates and works effectively to enhance the performance of STS BIG Managers, Senior Associates and Associates and assists in the development of their professional goals and objectivesDelivers frequent unofficial and periodic official performance feedback and completes performance evaluations for STS BIG Managers, Senior Associates, Associates and InternsActs as Career Advisor to STS BIG Managers, Senior Associates and Associates, as appropriate
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelor’s degree in Accounting, requiredMaster’s degree in Taxation, preferredJuris Doctorate (J.D.), preferred
Experience
Ten (10) or more years of prior experience in Research & Development tax consulting, requiredPrior experience supervising tax professionals on a project or engagement basis, requiredPrior experience preparing and/or reviewing tax provisions, preferredPrior experience with corporate taxation, consolidations and partnerships, preferred
License/Certifications
CPA certification or other relevant certification, preferred
Software
Proficient in the use of Microsoft Office Suite, specifically Excel and WordExperience with tax related software and research databases such as Caseware, GoSystems, and other comparable programs
Language
N/A
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skillsSuperior analytical and research skillsSolid organizational skills especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneouslyCapable of effective managing a team of tax professionals and delegating work assignments as neededAbility to build and maintain strong relationships with internal and client personnelAbility to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAdvanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax servicesAdvanced knowledge of sources of relevant information utilized in tax filingsAdvanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential tax issues
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.
National Range: $157,500 - $420,000
Maryland Range: $157,500 - $420,000
NYC/Long Island/Westchester Range: $157,500 - $420,000
Washington DC Range: $157,500 - $420,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
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#J-18808-Ljbffr Read LessJoin to apply for the Managing Director - NetSuite Practice role at BDO USA
1 week ago Be among the first 25 applicants
Join to apply for the Managing Director - NetSuite Practice role at BDO USA
Get AI-powered advice on this job and more exclusive features.
JOB DESCRIPTION
To support our double-digit growth goals, BDO Digital seeks a Managing Director who will be part of an Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy and implementation, in addition to Business Transformation and Operational Excellence efforts. This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting.
Job Summary
JOB DESCRIPTION
To support our double-digit growth goals, BDO Digital seeks a Managing Director who will be part of an Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy and implementation, in addition to Business Transformation and Operational Excellence efforts. This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting.
Job Duties
Strategy, Requirements & Selection: Participates in defining needs for existing and new NetSuite solutionsDocuments existing enterprise business applications, related business processes, and personas impactedIdentifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirementsEnvisions and develops representations of recommended future state options for evaluation by clientsUnderstands related security structures and best practicesDesigns and develops scorecards for evaluation of candidate business applicationsCreates dashboard presentations of quantitative and qualitative scoring of candidate optionsSupports Technical Leads, Developers and Managers by providing functional clarifications and setting expectations with team and clientSolution Functional Design: Performs functional (business process) solution design in business applications (NetSuite primarily, ERP, CRM, & related) contexts, to provide maximized business value and deliver strong business agility while meeting applicable requirements and constraintsConsulting: Gains a deep understanding of client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectationsProgram & Project Management: Supports, and manages aspects of business applications implementationsDocuments and maintains project milestones, phases, elements, and budgetMonitors project progress by tracking risks, actions, issues, decisions, and other activitiesDevelops references for users by writing and maintaining user documentation; provides help desk support; trains usersImplementation and Support: Functional support of EBA solutions and related technologiesManages and resolves issues, defects, and change requestsManages and performs systems configuration tasks (but not coding/development) for process workstreams as directedProvides on-going support during project implementations and post-go-live supportResponsible for configuration of solution based on requirementsBusiness Development and Account ManagementIdentifies new business development opportunitiesLeads and supports scoping and estimating of new opportunitiesServes as escalation contact for client satisfaction and delivery issuesCo-owns client relationship managementOrganizational LeadershipParticipates in practice leadership and best practices definitionLeads new go-to-market service offeringsDefines new delivery capabilities and associated templates and acceleratorsParticipates in practice recruitingDefines supporting learning and development frameworksServes as mentor, manager, and career coach for EBA team membersFosters a positive demeanor, learning attitude and client service mentality with the teamTravel – up to 40%, as neededOther duties as required
Supervisory Responsibilities
Owns and drives completion of portfolio of projects as directed by practice leadersManages larger programs as directedReviews quality of team deliverablesMentors and develops senior managers
Education
Qualifications, Knowledge, Skills, and Abilities:
Bachelor’s degree, requiredMBA or other relevant advanced degree, preferred
Experience
Twelve (12) or more years of business process analysis and/or business application experience, requiredTen (10) or more years of experience with ERP or CRM Products requiredSeven (7) more years of practice management, requiredThree (3) or more years experience with NetSuite, requiredSome client facing best practice consulting experience, preferred
License/Certifications
One or more current business applications technology certifications, preferred
Software
ERP Experience (NetSuite, Microsoft, Sage, SAP), requiredMicrosoft Visio, PowerPoint, Word, and SharePoint, requiredSmartsheet, preferredCRM experience (Microsoft Dynamics 365 or Salesforce), preferredEnterprise software strategy, selection, and implementation experience, preferred
Language
N/A
Other Knowledge, Skills, & Abilities
Strong analytical, problem solving, facilitation, documentation, and communication skillsExcellent communication and presentation skills, both verbal and writtenExcellent interpersonal and customer relationship skillsBusiness process analysis, design, and process flow skillsExcels at operating in a fast-paced technical environment
Keywords: NetSuite, Sage, SAP, Salesforce, Sales Cloud, Service Cloud, Marketing Cloud, Business Central, Microsoft Dynamics Business Central, Microsoft Dynamics Finance & Operations, Microsoft Dynamics 365, Dynamics 365 CRM, Microsoft Customer Experience Platform, Business Analyst, BA, Enterprise Tester, Requirements Gathering, User Experience, User Enablement, Data Visualization, Software, Definition, Custom Applications, Data Analytics, Cloud Strategy, SharePoint, Office 365, O365, SFDC, D365, Acumatica
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.
National Range: $175,000 - $290,000
Maryland Range: $175,000 - $290,000
NYC/Long Island/Westchester Range: $175,000 - $290,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
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#J-18808-Ljbffr Read Less4 days ago Be among the first 25 applicants
JOB DESCRIPTION
BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Experienced Associate in our Business Restructuring & Turnaround Services practice, you will begin to utilize your educational background, organizational skills, and work experience as you serve the firm's dynamic client base.
Job Summary
JOB DESCRIPTION
BDO is a place for energetic self-starters who can think and act like entrepreneurs. As an Experienced Associate in our Business Restructuring & Turnaround Services practice, you will begin to utilize your educational background, organizational skills, and work experience as you serve the firm's dynamic client base.
You will assist in a wide array of engagements including advising lenders and debtors, distressed and transitional interim management situations, and capital raises for clients in special situations. You will be problem solving, fact-finding, and performing financial analysis and modeling while working side-by-side with experienced team members who can provide you with direction, coaching, and learning opportunities.
This opportunity will allow you to gain a unique hands-on perspective on our firm’s practices and people, as well as beginning to forge the critical relationships that will help maximize your chance for success in your career. While BDO prides itself on the Firm’s work quality, it equally values work/life fit for its professionals, allowing them to focus on what’s important to them outside the office.
Job Duties
Assists project leader(s) in all facets of engagements
Effectively organizes large amounts of data and tracking data provided and pending items from client and/or third partiesObtains an understanding of the structure of the company and issues pertinent to the engagementParticipates in preparation for kick-off calls and any other recurring client calls, including preparing agendas, list of questions, open items, follow up emails, etc.Prepares and analyzes complex, detailed cash flow forecasts, financial models, financial reporting packages, lender presentations, etc. with assumptions and detailed supporting schedulesAdvises lenders of risks inherent in their lending facility and provides support in negotiation and implementation of new lending structures, including credit agreements, amendments, or other financial restructuring strategiesLeads companies through distressed CRO or financial advisory roles and implements solutions to improve the financial state of companies while preserving the core businessSupports debtors in need of capital to facilitate non-standard situations, including interfacing with potential lenders and investors and advising debtors through the negotiation and implementation of new credit or financial restructuring agreementsProvides interim management solutions to distressed companies to either supplement or fill an immediate need at the companyProvides interim financial management solutions to companies in transition including leadership roles (CFO, CAO, Controller, etc.), supplements existing financial management team, and provides support for financial reporting, budgeting, and other FP&A analyses and tasksReviews financial statements and recommends changesFunctions as a business advisor to clients
Other Duties
Works in crisis environments while delivering consistent high-quality work in an accelerated fashionSupports business development activities with appropriate financial research, including preparation of new business proposalsEffectively performs research using Debtwire, Capital IQ, IBIS World, and other research tools available to assist in marketing and business development effortsWillingness to travelOther duties as required
Supervisory Responsibilities
N/A
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelor’s degree in Accounting, Finance, Economics, Business Administration, Logistics/Supply Chain, Management Information Systems, or Marketing, required
Experience
More than one (1) year of experience with a national restructuring firm, management consulting firm, investment bank, large accounting firm, or similar financial institution performing audit, financial recovery or restructuring services, requiredPrior experience working within a national public accounting firm or consulting organization, preferredFinancial analysis and complex modeling skills including expertise with cash receipts and disbursements analysis, financial statement modeling/forecasting, valuations, and the due diligence processes, preferred
License/Certifications
CPA certification, preferredCTP and/or CIRA designation, preferred
Software
High proficiency in the use of Microsoft Office Suite, preferred
Language
N/A
Other Knowledge, Skills & Abilities
Excellent verbal and written communication skillsSuperior analytical and research skillsClear understanding of basic principles of accounting, operations, and financeAbility to structure complex analyses, gather and analyze data and provide insightsAbility to utilize Microsoft Excel to create spreadsheets to quantify, manipulate data, and build models, as neededStrong organizational skills especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentCapacity to build and maintain strong relationships with client personnelAbility to successfully interact with professionals at all levels, inside and outside of BDO, including attorneys, financial advisors, clients and prospectsSuperior interpersonal, communication, marketing, sales and organizational skills
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.
National Range: $85,000 - $95,000
Maryland Range: $85,000 - $95,000
NYC/Long Island/Westchester Range: $85,000 - $95,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
Senior Associate - Private Credit InvestmentsWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr Read LessJoin to apply for the Tax Managing Director, Alternative Investments role at BDO USA
Tax Managing Director, Alternative Investments2 hours ago Be among the first 25 applicants
Join to apply for the Tax Managing Director, Alternative Investments role at BDO USA
JOB DESCRIPTION
This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients.
Job Summary
JOB DESCRIPTION
This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our 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 processEffectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project (follow-up with Open items list)Delivers high quality federal, state, and international tax compliance servicesLeads complex engagements with a team of tax professionalsManages the engagement, including billing, collections, and the budget for projectsBuilds and manages client relationships; assist in developing new clients and opportunitiesEnsures/Documents client work and conclusions in the client tax file
Tax Consulting
Identifies, develops, recommends, and implements efficient and effective tax strategies
Supervisory Responsibilities
Manages teams of Senior Managers, Managers, Tax Seniors, and Associates
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelor’s Degree in Accounting, Finance, Economics, or Statistics, requiredMaster’s Degree in Accounting or Taxation, preferred
Experience
Ten (10) or more years of relevant tax experience and/or public accounting, private industry accounting, or consulting/professional services experience, requiredFinancial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferredProficiency in the taxation of partnerships, preferred
License/Certifications
CPA or Licensed Attorney, or Internal Revenue Service Enrolled Agent, requiredCFP or Masters in Tax, preferred
Software
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferredExperience with tax research databases, preferredProficient in tax compliance process software, preferred
Language
N/A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skillsAbility to effectively delegate work as neededStrong analytical, research and critical thinking skills as well as decision-making skillsCapacity to work well in a team environmentCapable of developing and managing a team of tax professionalsAbility to compose written tax adviceCapable of effectively developing and maintaining client relationshipsExecutive 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.
California Range: $190,000 - $335,000
Colorado Range: $170,000 - $225,000
Illinois Range: $175,000 - $250,000
Maryland Range: $190,000 - $260,000
Minnesota Range: $170,000 - $250,000
NYC/Long Island/Westchester Range: $200,000 - $245,000
Washington Range: $180,000 - $240,000
Washington DC Range: $205,000 - $300,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
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#J-18808-Ljbffr Read LessJoin to apply for the Business Development Director role at BDO USA
4 days ago Be among the first 25 applicants
Join to apply for the Business Development Director role at BDO USA
Get AI-powered advice on this job and more exclusive features.
JOB DESCRIPTION
Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. In addition, this role collaborates with the marketing department and will be responsible, along with their Practice Leaders and local principals for setting local office and/or industry business development strategy and development of the office level business plan.
Job Summary
JOB DESCRIPTION
Under the direction of the Business Development Market Leader or Business Development Managing Director, and in collaboration with the Practice Leaders and the Chief Business Development Officer, the Director, Business Development will be responsible for achieving local office and/or industry revenue goals by building market presence and identifying and helping pursue new business opportunities in line with firm, regional, local office, and industry business strategies. In addition, this role collaborates with the marketing department and will be responsible, along with their Practice Leaders and local principals for setting local office and/or industry business development strategy and development of the office level business plan.
Job Duties
Develops and executes office/industry business development plan in conjunction with the Practice Leaders, industry leaders, principals and assigned direct supervisor by:Works with the Practice Leaders and Industry Leaders to segment office-specific target markets and target clients in alignment with business line and industry guidelines, where availableIdentifies markets and business development activities needed to drive opportunities and defines cross-selling and key account programs for their officeDevelops the office level or industry business plan in alignment with the Firm’s strategyCollaborates with principals on all Business Development plans and activitiesFacilitates quarterly meeting with Practice Leaders to design, implement and report on the BD planSends business development plan, goals and progress report to direct supervisorUpon completion of the prospect targeting onboarding program, generates opportunities with targeted prospects through agreed upon lead generation activities including cold calling, telemarketing campaigns, direct mail and e-mail campaigns, web seminars/seminars, business community outreach, networking, sponsorships referral development, and other lead generation programs as defined in the office/industry business development planMonitors and reports on the results of all lead generation programs for assigned office/industryLeverages national marketing and sales programs as available and follows available consistency guidelines, including telemarketing processes, lead generation activities, firm brochures, proposal templates and pipeline reports and processesQualifies opportunities and builds relationships with key executives and stakeholders in support of the growth of the office business lines and industriesParticipates in the sales and proposal processes, as needed, including developing and managing the pursuit strategy, planning for and attending, when appropriate, pursuit meetings with mid-to-senior level financial executives, and providing proposal/presentation strategy and supportUnderstands how to work with BDO’s sales channels – for example with Alliance Firms and coordinates with International firms as appropriate on opportunities as they ariseProduces a pursuit/pipeline report for assigned office and reviews the pursuit/pipeline report with the direct supervisor monthly and Practice Leaders a minimum of quarterlyFacilitates a monthly sales pipeline meeting in assigned office/industry with the Practice Leaders and principals who have current sales opportunitiesDevelops and executes “go to market” strategy according to agreed upon plan and collaborates with client service professionals to help ensure sales successContributes business development thought leadership, tools and resources to the broader national Business Development Services communityFacilitates annual principal’s Business Development meetingPromotes use of CRM as an integral part of the Business Development process by setting an example as a proficient userImplements and maintains industry group programs as defined for the marketParticipates in key account management programs as defined by the office Business Development planCompletes all reporting requirements on new sales, pipeline reports, sales call statistics and maintenance of CRM systemDiscusses staffing recommendations (new hires, terminations) with the direct supervisor, Practice Leaders, and National BDSAchieves Annual Revenue goalsOther duties as required
Supervisory Responsibilities
Supervises local team of business development support professionals, where applicable by office, in collaboration with direct supervisor and Practice Leaders to perform specific marketing and sales support activities outlined in the office BD planTracks performance of business development support professionals and reports progress to the Practice Leaders and direct supervisor on a quarterly basisConducts annual performance reviews for business development support professionals with input from the direct supervisor, Practice Leaders, and National BDSDevelops performance goals for each business development support professional with input from the business development support professional, the direct supervisor and Practice LeadersServes as a coach/mentor, supporting the career development of BD support professionals in the local office
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelor’s degree in Business Administration, Marketing and Five (5) or more years of business development experience in a professional services environment or industry relevant firm, required; ORSeven (7) or more years of business development experience in a professional services environment or industry relevant firm with a High School Diploma/GED, required
Experience
Experience developing business relationships with C-level executives (CEOs, CFOs, Board of directors, etc.) and referral sources (attorneys, bankers, etc.), requiredPrior experience working in professional services direct sales industry or in development role at financial services firms, including but not limited to experience with accounting firms, investment banking or private equity firms, personnel recruiting, business journals sales, financial consulting, business advisory services and/or banking industry, preferred
License/Certifications
N/A
Software
Proficient in the use of Microsoft Office Suite, requiredExperience with client relationship management (CRM), requiredMicrosoft Dynamics, preferred
Other Knowledge, Skills & Abilities
Knowledge in the development, management and execution of sales and BD planning, lead generation, pipeline management, account planning, sales strategy and developmentAbility to understand compensation incentive plans and strive to achieve revenue goalsAble to understands Business Development (BD) metrics and strive to achieve themAbility to thoughtfully and positively influence, lead, and manage changeCapable of leading and managing a local team of people to accomplish desired resultsStrong business acumen with an ability to understand and communicate BDO's business, marketplace and value propositionKnowledge of contact management software including updating, maintenance and list generationExcellent project management skillsAbility to work in a demanding, deadline-driven environment and handle multiple projects simultaneouslyExcellent verbal and written communication as well as presentation skillsAbility to travel to participate in events or sales calls or attend regional or national meetings, as necessary
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.
National Range: $150,000 - $180,000
Maryland Range: $150,000 - $180,000
NYC/Long Island/Westchester Range: $150,000 - $180,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
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#J-18808-Ljbffr Read LessJoin to apply for the Tax Senior Manager, Core Tax Services role at BDO USA
3 days ago Be among the first 25 applicants
Join to apply for the Tax Senior Manager, Core Tax Services role at BDO USA
JOB DESCRIPTION
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.
Job Summary
JOB DESCRIPTION
The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners.
Job Duties
Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners’ individual returns, which may include estates, trusts and charitable entitiesManages client engagements, supervises and reviews work of team staff members, work closely with clients as well as internal managers and partnersContributes to client satisfaction by providing timely services and work productDemonstrates an understanding of tax concepts and actively pursuing increased tax knowledge through client assignments and current tax developmentsTax ComplianceEnsures clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (“TQM”)Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required.Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriatePlans and reviews the tax process and the procedures to be performed to include:Budgeting and staffingMonitoring engagement process and actual time incurred vs. budget with assistance of SeniorTimely billing including management of identified out-of-scope activity and communication to clientTimely collection of A/RManages client relationships/expectations in accordance with the projectProvides advice to clients in a timely manner;ResearchIdentifies when research is needed and performs such research; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysisApplies most Firm and professional standards for preparation of WTA and tax returnsInvolves firm specialists, as appropriateStrategy DevelopmentIntroduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefitsReviews studies of tax implications and offers clients alternative courses of actionIdentifies and leverages lessons learned on prior projects, and offers input on how to improve processes and methodsOther duties as required
Supervisory Responsibilities
Responsible for building a team of professionals by training and working together to serve our high net worth clients with timely responses to their needsSupervises associates and senior associates on all projectsReviews work prepared by associates and senior associates and provide review commentsTrains Associates and Seniors how to use all current software toolsActs as a Career Advisor to associates and senior associatesSchedules and manages workload of associates and senior associatesProvides verbal and written performance feedback to associates and senior associate
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelor’s degree, required; major in Accounting, Finance, Economics or Statistics, preferredMaster’s degree in Accounting or Taxation, preferred
Experience
Eight (8) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience, required. Specifically, experience with working on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients.Prior supervisory experience, required
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), requiredPossession of other professional degrees or certifications applicable to role, preferred
Software
Proficient in Microsoft Office Suite, preferred
Other Knowledge, Skills & Abilities
Detailed orientedExcellent written and verbal communication skillsAbility to work independently and in a team environmentAbility to effectively delegate work as neededStrong analytical, research and critical thinking skills as well as decision-making skillsCapable of developing and managing a team of tax professionalsCapable of effectively developing and maintaining client relationshipsExecutive 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.
California Range: $146,000 - $200,000
Colorado Range: $120,000 - $185,000
Illinois Range: $140,000 - $190,000
Maryland Range: $152,000 - $188,000
Minnesota Range: $130,000 - $190,000
NYC/Long Island/Westchester Range: $175,000 - $205,000
Washington Range: $150,000 - $200,000
Washington DC Range: $156,000 - $200,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
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#J-18808-Ljbffr Read LessThe Core Tax Services (“CTS”) Senior Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services Senior Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.
Job Duties: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”).Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate.Communicates with client and Assurance any issues identified in tax accrual reviews.Plans and reviews the tax process and the procedures to be performed to include:Budgeting and staffing.Monitoring engagement process and actual time incurred vs. budget with assistance of Senior.Timely billing including management of identified out-of-scope activity and communication to client.Timely collection of A/R.Manages client relationships/expectations in accordance with the project.Provides advice to clients in a timely manner.ResearchIdentifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes.Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis.Involves firm specialists, as appropriate.ASC 740-10 (fka FAS 109 and FIN 48) Tax AccrualsCorrectly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740.Applies, correctly and proactively, ASC 740-10, and Firm policies, standards, and BDO TQM.Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740-10.Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates.Reviews tax provisions- applies in depth knowledge of ASC 740.Reviews prepared workpapers.Utilizes and manages Specialized Tax Services (“STS”), as needed.Tax ConsultingAssists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.Considers the applicability of CTS and STS consulting specialties for each client.Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client.Serves as a technical resource.Ensures client service teams comply with Firm policy regarding Written Tax Advice (“WTA”).Provides effective assistance with exam support.Frames projects and issues for effective delegation to seniors and associates.Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists.May train and mentor managers/ seniors/associates on ASC 740.Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.Consistently makes suggestions as to how previous work products or approaches can be improved.May lead marketing campaigns, if applicable to role.Presents complex strategies to clients and prospective clients.Collaborates with the Firm’s National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740.Other duties as required.Supervisory Responsibilities:Supervises associates and senior associates on all projects.Reviews work prepared by associates and senior associates and provide review comments.Trains Associates and Seniors how to use all current software tools.Acts as a Career Advisor to associates and senior associates.Schedules and manages workload of associates and senior associates.Provides verbal and written performance feedback to associates and senior associates.Qualifications, Knowledge, Skills and Abilities:Education:
Bachelors degree in Accounting or Taxation, required.Masters degree in Accounting or Taxation, preferred.Experience:
Eight (8) or more years of prior experience, required.Experience in managing the process of preparing and auditing ASC740 computations for both privately held and publicly traded clients, required.Prior supervisory experience, required.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.Software:
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred.Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred.Language:
N/AOther 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.Ability to work well in a team environment.Able to develop and manage a team of tax professionals.Ability to compose written tax advice.Ability to effectively develop and maintain 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.
California Range: $146,000 - $200,000
Colorado Range: $120,000 - $180,000
Illinois Range: $140,000 - $190,000
Maryland Range: $152,000 - $188,000
Minnesota Range: $130,000 - $190,000
NYC/Long Island/Westchester Range: $175,000 - $205,000
Washington Range: $150,000 - $190,000
Washington DC Range: $156,000 - $200,000
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 clients.Empowering team members to explore their full potential.Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities.Celebrating ingenuity and innovation to transform our business and help our clients transform theirs.Focus on resilience and sustainability to positively impact our people, clients, and communities.*Benefits may be subject to eligibility requirements.
#J-18808-Ljbffr Read LessJoin to apply for the Managing Director, Litigation Valuation Leader role at BDO USA
9 hours ago Be among the first 25 applicants
Join to apply for the Managing Director, Litigation Valuation Leader role at BDO USA
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JOB DESCRIPTION
The Valuation & Capital Market Analysis (“VCMA”) Managing Director is responsible for providing expert opinions on the value of businesses, securities, and other assets in the context of legal disputes. In this role, the Managing Director is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Managing Director will be leading business development activities to grow this segment of the VCMA practice.
Job Summary
JOB DESCRIPTION
The Valuation & Capital Market Analysis (“VCMA”) Managing Director is responsible for providing expert opinions on the value of businesses, securities, and other assets in the context of legal disputes. In this role, the Managing Director is actively engaged in the management of business valuation assignments and managing staff in the development of such assignments. In addition, the Managing Director will be leading business development activities to grow this segment of the VCMA practice.
Job Duties
Provides expert opinions on the value of businesses, securities, and other assets in legal disputes, including shareholder disputes, mergers and acquisitions, bankruptcy, and estate planning (probate)Provides expert witness testimony in court and other legal proceedingsConducts complex valuations and financial analysis, and prepares expert reports and other documentation to support expert opinionsExecutes personal business development plan in conjunction with practice leadership which includes building and maintaining relationships with clients and legal counsel, and participating in business development activities to grow the practiceUnderstands how to work with Alliance Firms and coordinates with international firms as appropriate on opportunities as they ariseStays current on relevant regulations, legal cases, and best practices to ensure engagement teams are delivering high quality workOther duties as required
Supervisory Responsibilities
Supervises the day-to-day workload of VCMA staff on assigned engagements and reviews work productEnsures VCMA staff are trained on all relevant valuation databases and modelsEvaluates the performance of VCMA staff and assists in the development of goals and objectives to enhance professional developmentDelivers periodic performance feedback and completes performance evaluations for VCMA staffActs as Career Advisor to VCMA staff, as appropriate
Education
Qualifications, Knowledge, Skills, and Abilities:
Bachelor’s degree in Accounting, Finance, or Economics, requiredMaster’s in Business Administration, preferred
Experience
Fifteen (15) or more years of experience in business valuation, with ten (10) or more years in litigation support, requiredDirect testifying experience – hearings, depositions, and trials, required
License/Certifications
CPA, CFA, ASA, or other valuation industry credential, required
Software
Proficient in the use of Microsoft Office Suite, specifically Excel, PowerPoint, and Word, requiredExperience with Capital IQ and Bloomberg, preferred
Languages
N/A
Other Knowledge, Skills, & Abilities
Superior verbal and written communication skillsSuperior analytical and research skillsSolid organizational skills, especially the ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentAbility to work in a deadline-driven environment and handle multiple projects simultaneouslyAbility to effectively manage a team of valuation professionals and delegate work assignments as neededAbility to encourage team environment on engagements and contribute to the professional development of assigned personnelExecutive presence and ability to act as primary contact on assigned engagementsAbility to successfully interact with professionals at all levelsAbility to travel within the US and internationally, required
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: $275,000 - $350,000
Colorado Range: $275,000 - $350,000
Maryland Range: $275,000 - $350,000
Massachusetts Range: $275,000 - $350,000
Minnesota Range: $275,000 - $350,000
New Jersey Range: $275,000 - $350,000
NYC/Long Island/Westchester Range: $275,000 - $350,000
Vermont Range: $275,000 - $350,000
Washington Range: $275,000 - $350,000
Washington DC Range: $275,000 - $350,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
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#J-18808-Ljbffr Read LessJoin to apply for the Tax Managing Director, Core Tax Services - ASC 740 role at BDO USA
Tax Managing Director, Core Tax Services - ASC 74023 hours ago Be among the first 25 applicants
Join to apply for the Tax Managing Director, Core Tax Services - ASC 740 role at BDO USA
JOB DESCRIPTION
The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Managing Director will be critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner. Finally, the Tax Managing Director actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Job Summary
JOB DESCRIPTION
The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In this role, Tax Managing Director is charged with applying knowledge to understand potential tax issues, and recognizing, communicating potential risks and potential changes in the tax policy and making top-level decisions regarding filing, preparation and resolution of questions from federal / state agencies. In addition, the Tax Managing Director will be critical member of the office / region leadership team and thus will be involved in the direct supervision as either a final or secondary reviewer under the partner. Finally, the Tax Managing Director actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
Job Duties
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”).Manages engagements to achieve engagement management metricsPractices hands-on client service deliveryResponsible for overall client service by encouraging team’s adherence to TQM policies (including engagement letters, documentation, etc)ResearchIdentifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis.Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processTechnical reviewers of WTAs in an area of expertise, as applicable to roleASC 740-10 (FAS 109 and FIN 48) Tax AccrualsCorrectly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding FAS 109 and FIN 48.Applies technical expertise regarding income tax provisions in the area of international tax, valuation allowance credits, business combinations, and stock based compensation issuesReviews and applies income tax provision efficientlyTax ConsultingAssists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients’ current and future taxes.Applies expert knowledge of the process of combining tax knowledge and knowledge of business/industry to recommend solutions and maximize results in the FirmApplies general knowledge of multiple tax specialties (i.e. International, SALT, Estate Planning) for issue identification and resolutionTax SpecializationDevelops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.Has expert knowledge of application of standardsRecognized as industry expert in specialized field of taxationUse expertise to advise clients on tax implications and recommend alternative courses of action and identify different methods of complianceStrategy DevelopmentIntroduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits.Depending on specific role, may be required to present complex strategies to clients and prospective clientsOther duties as required
Supervisory Responsibilities
Ability to supervise associates, senior associates and managers, as the situation dictatesReviews work prepared by associates and senior associates and provide review commentsActs as a Career Advisor to associates, senior associates and managersSchedules and manages workload of associates, senior associates and managersProvides verbal and written performance feedback to associates, senior associates and managers
Education
Qualifications, Knowledge, Skills and Abilities:
Bachelors degree required; major in Accounting, Finance, Economics or Statistics preferredMasters in Accountancy or Taxation preferred
Experience
Ten (10) or more years of prior relevant tax experience and/or public accounting, private industry accounting or consulting/professional services experience requiredIndustry expertise in one or more tax specialty preferredPrior supervisory experience required
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) requiredPossession of other professional degrees or certifications applicable to role preferred
Software
Proficient with the Microsoft Office Suite preferredExperience with tax research databases and tax compliance process software preferred
Language
N/A
Other Knowledge, Skills & Abilities
Superior verbal and written communication skillsAbility to effectively delegate work as neededStrong analytical, research and critical thinking skills as well as decision-making skillsCapacity to work well in a team environmentCapable of developing and managing a team of tax professionalsAbility to compose written tax adviceCapable of effectively developing and maintaining client relationshipsExecutive 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.
California Range: $190,000 - $335,000
Colorado Range: $185,000 - $225,000
Illinois Range: $175,000 - $250,000
Maryland Range: $190,000 - $260,000
Massachusetts Range: $205,000 - $300,000
Minnesota Range: $170,000 - $250,000
New Jersey Range: $190,000 - $300,000
NYC/Long Island/Westchester Range: $205,000 - $250,000
Washington Range: $196,400 - $249,400
Washington DC Range: $205,000 - $300,000
About Us
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/vets
Click here to find out more!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"
Referrals increase your chances of interviewing at BDO USA by 2x
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