Senior Associate, Tax Credit Monetization

About the role

The Senior Associate, Tax Credit Monetization, supports the delivery of monetizable tax credit services, focusing 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.

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
• Maintains awareness of 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
• Affords assistance in responding 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

Qualifications

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

Skills

• Advanced proficiency in the use of 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
• 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 Tax Credit Monetization practice

Benefits

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $73,500 - $131,250