Tax Senior Associate, Business Incentives Group
About The Position
The Tax Senior Associate, Business Incentives Group (BIG) leads or supports services to identify, calculate, document, and support tax credits and other tax incentives during examination by tax authorities. Working with senior professionals, the Senior Associate prepares project workplans and budgets, interviews client personnel to gather relevant data and documentation, prepares client reports describing available tax benefits and supporting facts, and trains and mentors BIG Interns, Associates, and potentially other Senior Associates. The role also develops client relationships, prepares or reviews analyses and deliverables, researches tax and industry matters, and builds knowledge of relevant tax laws and strategies while complying with BDO Tax Quality Manual policies and industry standards. BDO provides assurance, tax, and advisory services to clients in the U.S. and around the world. The firm emphasizes professional judgment when using generative and agentic AI tools to create work products, improve workflows, and identify potential risks. BDO is an employee stock ownership plan (ESOP) company; the ESOP is part of its qualified retirement plan and Total Rewards offerings. Benefits may be subject to eligibility requirements.
Requirements
- Bachelor’s degree.
- At least two 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 in a team environment 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 participate in 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 by 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 and effectively to minimize required revisions.
- Take initiative to ensure due dates are met.
- Prepare or review final client deliverables summarizing analyses and results.
- Participate in researching potential new clients, their tax positions, and facts that may present issues or opportunities.
- Use online research tools to gather relevant tax, legal, industry, and other information.
- Monitor relevant tax laws and continue learning about 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.
Benefits
- BDO ESOP participation through beneficial ownership as part of a qualified retirement plan.
- Comprehensive compensation and Total Rewards benefits offerings; eligibility requirements may apply.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
