BDO USA
Senior Associate, Business Incentives Group - FDII
BDO USA, Los Angeles, California, United States, 90079
Senior Associate, Business Incentives Group - FDII
The Specialized Tax Services (STS) Tax Senior, Business Incentives Group is responsible for leading or supporting our services to identify, calculate, document, and support on examination by tax authorities Business Incentive Group (BIG) tax credits and other tax incentives. In this role, the STS Tax Credits & Incentives Senior Associate works with senior STS professionals to prepare project workplans and budgets, interview client personnel for data and documentation relevant to tax credits and incentives, prepare reports for clients describing their available tax benefits, and train and mentor STS BIG Interns, Associates, and staff.
Responsibilities
Develop long‑term client relationships and provide premier-quality services.
Lead or participate in interviews with client personnel to identify and document qualifying activities and costs.
Prepare and review calculations, cost schedules, and supporting documentation.
Organize workpapers to minimize revisions and meet deadlines.
Summarize analysis results in final client deliverables.
Research potential new clients and tax issues.
Use online research tools efficiently to gather relevant tax, legal, and industry information.
Stay current on tax laws and educate oneself on tax strategies.
Comply with industry standards and the BDO Tax Quality Manual.
Train and mentor STS BIG Interns, Associates, and other Senior Associates.
Qualifications
Bachelor’s degree, required.
Two (2) or more years of experience in accounting, tax, or finance (including internships).
Experience in research and development and/or tax consulting roles (e.g., accounting methods, 263A, FDII), preferred.
Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships, preferred.
Licensing & Certifications
Currently holds or is working towards a Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred.
Software Skills
Advanced proficiency in Microsoft Office Suite, especially Excel and Word.
Additional Knowledge, Skills & Abilities
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, providing superior customer service.
Exceptional organizational and project management skills, with the ability to multi‑task in a fast‑paced, deadline‑driven environment.
Strong initiative, drive to lead, and desire to grow the STS practice.
Building and maintaining client relationships and community involvement.
Compensation National Range: $73,500 - $131,250
Employment Full‑time
Equal Opportunity Employer BDO USA, P.A. is an EO employer M/F/Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
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Responsibilities
Develop long‑term client relationships and provide premier-quality services.
Lead or participate in interviews with client personnel to identify and document qualifying activities and costs.
Prepare and review calculations, cost schedules, and supporting documentation.
Organize workpapers to minimize revisions and meet deadlines.
Summarize analysis results in final client deliverables.
Research potential new clients and tax issues.
Use online research tools efficiently to gather relevant tax, legal, and industry information.
Stay current on tax laws and educate oneself on tax strategies.
Comply with industry standards and the BDO Tax Quality Manual.
Train and mentor STS BIG Interns, Associates, and other Senior Associates.
Qualifications
Bachelor’s degree, required.
Two (2) or more years of experience in accounting, tax, or finance (including internships).
Experience in research and development and/or tax consulting roles (e.g., accounting methods, 263A, FDII), preferred.
Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships, preferred.
Licensing & Certifications
Currently holds or is working towards a Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred.
Software Skills
Advanced proficiency in Microsoft Office Suite, especially Excel and Word.
Additional Knowledge, Skills & Abilities
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, providing superior customer service.
Exceptional organizational and project management skills, with the ability to multi‑task in a fast‑paced, deadline‑driven environment.
Strong initiative, drive to lead, and desire to grow the STS practice.
Building and maintaining client relationships and community involvement.
Compensation National Range: $73,500 - $131,250
Employment Full‑time
Equal Opportunity Employer BDO USA, P.A. is an EO employer M/F/Veteran/Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
#J-18808-Ljbffr