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Tax Experienced Senior, Alternative Investments
Career Insights for Tax Specialist
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Scorecard
Based on Pennsylvania data
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What they do
A Tax Specialist is responsible for documenting all stages of the accounting cycle in order to prepare Federal, State and local tax returns. Will review data prior to preparing the returns, prepare and file returns and will also provide background documentation in case of an audit.
$85,114 / year median in Pennsylvania
-6% projected decline
Job Description
Tax Experienced Senior, Alternative Investments
BDO USA, LLP
United States, Pennsylvania, Philadelphia 1801 Market Street (Show on map) Sep 01, 2026
Job Summary:
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 process
Effectively collaborates with Managers and Associates on completion of project (follow-up with Open items list)
Delivers high quality federal, state, and international tax compliance services
Leads complex engagements with a team of tax professionals
Manages the engagement, including billing, collections, and the budget for projects
Ensures/Documents client work and conclusions in the client tax file Tax Consulting Assists with identifying, developing, recommending, and implementing efficient and effective tax strategies Other duties as required
Supervisory Responsibilities:
Mentors teams of
Associates Qualifications, Knowledge, Skills and Abilities:
Education:
Bachelor's Degree in Accounting, Finance, Economics, or Statistics, required; OR Bachelor's degree in other focus area AND CPA certification, required
Master's Degree in Accountancy or Taxation, preferred
Experience:
Three (3) or more years of tax experience, required
Financial Services industry experience supporting Alternative Investment funds including: Venture Capital, Private Equity, Real Estate, and Hedge Funds, preferred
Proficiency in the taxation of partnerships, preferred
License/Certifications:
CPA 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), preferred
Possession of other professional degrees or certifications applicable to role, preferred
Software:
Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
Experience with tax research databases, preferred
Proficient in tax compliance process software, preferred
Language:
N/A Other Knowledge, Skills & Abilities:
Solid verbal and written communication skills
Able to follow instructions as directed by members of Tax Team
Takes appropriate actions without being asked
Seeks advice of appropriate superiors regarding issues, problems related to compliance Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range:
$96,000
•$125,000
Colorado Range:
$80,000
•$100,000
Illinois Range:
$90,000
•$108,000
Maryland Range:
$98,000
•$110,000
Massachusetts Range:
$102,000
•$119,000
Minnesota Range:
$80,000
•$95,000
Jersey Range:
$88,000
•$125,000
NYC/Long Island/Westchester Range:
$110,000
•$125,000
Washington Range:
$83,000
•$115,000
Washington DC Range:
$105,000
•$117,000