BDO USA
Senior Associate, Business Incentives Group (TCM)
BDO USA, Los Angeles, California, United States, 90079
Senior Associate, Business Incentives Group (TCM)
Join BDO as a Senior Associate leading or supporting our services to identify, calculate, document, and support Business Incentive Group (BIG) tax credits and other tax incentives. In this role, you will prepare project workplans and budgets, interview client personnel to obtain data and documentation relevant to calculating and documenting available tax credits and incentives, prepare reports for clients describing their available tax benefits and supporting facts, and train and mentor interns, associates, and possibly other senior associates to enable them to do so.
Responsibilities
Develop long‑term, mutually beneficial client relationships.
Provide premier‑quality services to clients, leveraging and/or improving standard business practices and technologies.
Lead or participate actively during 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.
Complete tasks efficiently and effectively, organizing workpapers so that required revisions are minimal.
Take initiative to ensure proactively that due dates are met.
Prepare or review final client deliverables summarizing analysis and results.
Participate in researching potential new clients, their tax position, and facts that might trigger issues or opportunities.
Operate online research tools efficiently to gather pertinent tax, legal, industry, and other information.
Continue building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies.
Comply with industry standards and the policies outlined in the BDO Tax Quality Manual.
Train and mentor interns, associates, and other senior associates.
Qualifications
Bachelor’s degree, required.
Two or more years prior experience in accounting, tax or finance (including internships), required.
Prior experience in research and development and/or other tax consulting roles (e.g., accounting methods, 263A, FDII), preferred.
Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships, preferred.
Currently holds or working toward Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred.
Advanced proficiency in Microsoft Office Suite, especially Microsoft Excel & Word, preferred.
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 practice.
Building, maintaining, and utilizing networks of client relationships and community involvement.
Compensation National Range: $73,500 – $131,250 Maryland Range: $73,500 – $131,250 NYC/Long Island/Westchester Range: $73,500 – $131,250 Washington DC Range: $73,500 – $131,250
About BDO BDO is a global organization providing assurance, tax and advisory services. We offer flexibility and opportunities for advancement. Our culture is centered on making meaningful connections, approaching interactions with curiosity, and being true to yourself while making a positive difference in the world. We are proud to be an ESOP company with a culture that puts people first, sharing financially in our growth and value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
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Responsibilities
Develop long‑term, mutually beneficial client relationships.
Provide premier‑quality services to clients, leveraging and/or improving standard business practices and technologies.
Lead or participate actively during 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.
Complete tasks efficiently and effectively, organizing workpapers so that required revisions are minimal.
Take initiative to ensure proactively that due dates are met.
Prepare or review final client deliverables summarizing analysis and results.
Participate in researching potential new clients, their tax position, and facts that might trigger issues or opportunities.
Operate online research tools efficiently to gather pertinent tax, legal, industry, and other information.
Continue building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies.
Comply with industry standards and the policies outlined in the BDO Tax Quality Manual.
Train and mentor interns, associates, and other senior associates.
Qualifications
Bachelor’s degree, required.
Two or more years prior experience in accounting, tax or finance (including internships), required.
Prior experience in research and development and/or other tax consulting roles (e.g., accounting methods, 263A, FDII), preferred.
Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships, preferred.
Currently holds or working toward Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred.
Advanced proficiency in Microsoft Office Suite, especially Microsoft Excel & Word, preferred.
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 practice.
Building, maintaining, and utilizing networks of client relationships and community involvement.
Compensation National Range: $73,500 – $131,250 Maryland Range: $73,500 – $131,250 NYC/Long Island/Westchester Range: $73,500 – $131,250 Washington DC Range: $73,500 – $131,250
About BDO BDO is a global organization providing assurance, tax and advisory services. We offer flexibility and opportunities for advancement. Our culture is centered on making meaningful connections, approaching interactions with curiosity, and being true to yourself while making a positive difference in the world. We are proud to be an ESOP company with a culture that puts people first, sharing financially in our growth and value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
Equal Opportunity Employer, including disability/vets All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
#J-18808-Ljbffr