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Tax Senior/Supervisor - Investment Management Group

Philadelphia, Pennsylvania, United States
Closing date
May 16, 2024

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Job Role
Tax Compliance
Contract Type
Full Time
BBD is the boutique audit and tax solution for the investment management industry. We provide a complete, customized suite of audit and tax solutions for registered and private funds, investment advisors, broker-dealers and industry service providers.

Our values drive everything we do at BBD and differentiate us in the commoditized world of audit and tax services. BBD's professionals are passionate about the investment management industry and the audit and tax issues important to investment companies; authentic in our relationships and communication; and collaborative in navigating our clients' challenges. Our commitment to living these BBD core values enables us to deliver an exceptional client experience. We're setting the PACE in the industry for client experience quality.

At BBD, we pride ourselves on the warmth of our firm's culture, and the firm was recognized by the Philadelphia Business Journal as a Best Place to Work for the past six years. Our culture and work environment are very positive and stand in marked contrast to the "churn and burn" atmosphere common at many public accounting firms. We take care of our people, and, in turn, our people take care of our clients.

As a Tax Senior/Supervisor at BBD, LLP, you will help with the delivery of all tax services for both registered and unregistered funds, including: mutual funds, Investment partnerships, Hedge funds, Cayman-domiciled funds (through our affiliate BBD Cayman), British Virgin Islands-domiciled funds, Private equity funds, Venture capital funds, Funds of funds and Master feeder funds.

Specific Responsibilities and Performance Expectations.
Consult with clients on tax aspects on security transactions.
Prepare Form 1120-RICs & 8613s, federal/state partnerships returns and Form K-1s.
Represent client for IRS or state tax audits.
Analyze tax ramifications of complex securities transaction.
Provide family office services to advisory clients.
Perform high level reviews of tax research, partnership work papers, allocations and tax returns.
Provide ongoing advice to clients to simplify complicated tax laws and improve the tax efficiency of their funds, including recommending tax strategies and tax solutions.
Experience and Skills
Bachelor's Degree or Master's degree in Accounting required
CPA certification preferred
3 + years of relevant experience
Technical knowledge of Unregistered funds, especially Hedge Fund Taxation
Proficiency in Microsoft Office
Strong analytical and communication skills
Superior dedication, integrity and professional bearing
Dependability and strong work ethic
Compensation and Benefits

Our benefits include the following:

Company-paid health insurance, life insurance and disability insurance
Unlimited PTO
Paid Parental Leave
Dress for your day
Paid CPE, professional association dues, and professional licenses
401(k) plan with outstanding profit sharing

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