Senior Associate, Tax Credit Monetization

BDO USA • Los Angeles, CA

4d • $73,500 - $131,250

About The Position

The Senior Associate, STS Tax Credit Monetization, supports the delivery of monetizable tax credit services, with a focus on federal incentives such as energy tax credits and the New Markets Tax Credit. This tax consulting role assists clients in identifying, documenting, and optimizing tax credit opportunities while ensuring compliance with relevant tax laws and regulations. The Senior Associate collaborates with team members and clients across diverse industries, providing technical analysis, structuring guidance, written tax advice, and recommendations to minimize tax liabilities and exposures. This position offers opportunities for professional growth in technical expertise, project management, and client service, while contributing to business development and practice management initiatives.

Requirements

• Bachelor’s degree, required
• Two (2) or more years prior experience in accounting, tax, or finance (including internships), required
• Excellent verbal and written communication skills
• Entrepreneurial spirit and leadership mentality
• Ability to interact effectively with people at all organizational levels of BDO
• Ability to work independently and within a team environment with a focus on superior customer service
• Exceptional organizational and project management skills, with ability to multi-task in a fast-paced, deadline-driven environment
• Strong initiative, drive to lead, and desire and ability to enhance and grow the STS Tax Credit Monetization practice
• Building, maintaining, and utilizing networks of client relationships and community involvement
• Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred

Nice To Haves

• Prior experience in tax consulting roles (e.g., energy credit, new markets tax credit, accounting methods, R&D Tax Credit )
• Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships
• Currently holds or working towards Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree (or the equivalent of one of these designations)

Responsibilities

• Conducts research on federal tax incentives, including but not limited to various energy tax credits, New Markets Tax Credit, Historic Tax Credit
• Analyzes client data to identify eligible tax credits and incentives
• Prepares and reviews tax credit calculations and documentation support as part of project analyses
• Prepares and reviews technical memoranda, written tax advice, and client deliverables
• Evaluates alternative tax strategies to optimize client benefits and minimize tax exposures
• Monitors changes in tax policy and regulations relevant to tax credit monetization practice
• Communicates with clients and internal teams to clarify technical issues and project requirements
• Assists with responses to inquiries from federal tax authorities
• Participates in marketing and business development activities, including the preparation of proposals and presentations
• Collaborates with colleagues across business lines to deliver integrated client solutions
• Contributes to the development and improvement of practice tools and processes
• Other duties as required
• Trains and mentors STS Tax Credit Monetization Interns, Associates, and possibly other Senior Associates

Benefits

• 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.
• BDO Total Rewards that encompass so much more than traditional “benefits.”

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level