Tax Senior Associate, Business Incentives Group

BDO USA•Troy, MI

About The Position

The Tax Senior Associate in the Business Incentives Group leads or supports services to identify, calculate, document, and support tax credits and other tax incentives during examinations by tax authorities. Working with senior professionals, the Senior Associate helps prepare project workplans and budgets, interviews client personnel to obtain relevant data and documentation, prepares reports describing available tax benefits and supporting facts, and trains and mentors BIG interns, associates, and potentially other Senior Associates. The role involves developing long-term client relationships and delivering high-quality tax consulting services. The Senior Associate leads or participates in client interviews, prepares or reviews calculations and supporting schedules and documentation, organizes workpapers, meets deadlines, and prepares or reviews final client deliverables. The role also includes researching prospective clients and relevant tax, legal, and industry information, staying current on tax laws and strategies, and complying with industry standards and BDO Tax Quality Manual policies.

Requirements

Bachelor’s degree.
Two or more years of prior experience in accounting, tax, or finance, including internships.
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 as part of a team, with a focus on superior customer service.
Exceptional organizational and project management skills, including the ability to multitask in a fast-paced, deadline-driven environment.
Strong initiative, drive to lead, and desire and ability to enhance and grow the practice.
Ability to build, maintain, and use client relationship networks and community involvement.

Nice To Haves

Prior experience in research and development and/or other tax consulting roles, such as accounting methods, 263A, or FDII.
Experience preparing or reviewing tax provisions, corporate taxation, consolidations, and partnerships.
Currently holds or is working toward a Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree.
Advanced proficiency with Microsoft Office Suite, especially Microsoft Excel and Word.

Responsibilities

Develop long-term, mutually beneficial client relationships.
Provide high-quality client services while leveraging or improving standard business practices and technologies.
Lead or actively participate in interviews with client personnel to identify and document qualifying activities and costs.
Prepare or review calculations, qualified cost schedules, descriptions of qualified activities, and supporting client documentation.
Organize workpapers and complete tasks efficiently to minimize required revisions.
Take initiative to ensure deadlines are met.
Prepare or review final client deliverables summarizing analysis and results.
Research prospective clients, including their tax positions and facts that may create issues or opportunities.
Use online research tools to gather relevant tax, legal, industry, and other information.
Monitor relevant tax laws and continue developing tax knowledge and understanding of tax strategies.
Comply with industry standards and policies in the BDO Tax Quality Manual.
Train and mentor BIG interns, associates, and potentially other Senior Associates.