Associate, Tax Equity Advisors, BDO Capital Advisors

BDO USA•Miami, FL

12d

About The Position

The Associate, BDO Capital Advisors supports tax equity, tax credit transfer, and other project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role supports transaction execution by performing financial and business due diligence, reviewing and analyzing data room materials, summarizing key findings, and assisting with client deliverables. The Associate coordinates with internal engagement teams and external advisors to help advance deals through diligence and closing. This position contributes to business development efforts through market research, pipeline tracking, proposal support, and participation in networking activities.

Requirements

Bachelor's Degree in Accounting, Finance, or Economics, required
Three (3) or more years of experience in tax equity, tax credit transfer, project finance, or a similar capital advisory role, required
Proficient in the use of Microsoft Office Suite, required
Excellent verbal and written communication skills with a polished/professional demeanor
Superior analytical and research skills
Strong organizational skills with exceptional attention to detail
Comfort with ambiguity and fluid client situations
Self-motivated with proactive follow-up skills; ability to work both independently and cohesively with colleagues and clients
Ability to work in a deadline-driven environment and handle multiple projects simultaneously
Ability to successfully interact with professionals at all levels
Ability to travel, as necessary

Nice To Haves

Master of Business Administration, preferred
FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure (if not currently held, will be required shortly after hire), required

Responsibilities

Supports the execution and the origination of tax credit transfer, tax equity, and similar project finance advisory engagements through workstreams and deliverable development
Performs financial, tax, and business due diligence support, including data request tracking, data room review, and issue identification
Analyzes client financial and operating information to identify historical and projected trends, working capital considerations, potential liabilities, and transaction risks
Builds and refines transaction analyses and supporting schedules, including sensitivity analyses and key assumption documentation
Drafts sections of diligence reports, presentations, client-ready materials and key findings
Coordinates with external legal, tax, and advisory professionals to support deal execution milestones and information flow
Reviews transaction documents and summarizes key terms, open items, and negotiation considerations for internal and client stakeholders
Maintains engagement workplans, deliverable trackers, and internal status updates to support timely execution
Supports business development efforts by completing market research, maintaining CRM/pipeline inputs, assisting with proposals, and preparing marketing materials
Participates in networking and industry events to support relationship development and market visibility
Provides guidance to junior team members on workpaper quality, analytical approaches, and deliverable formatting
Other duties as required