Tax Senior, Business Incentives Group

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

About the role

The Tax Senior, Business Incentives Group is responsible for leading or supporting 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, Senior Associates work with senior professionals to prepare project workplans and budgets, interview client personnel to obtain data relevant to calculating and documenting available tax credits, prepare reports for clients describing their available tax benefits, and train and mentor BIG Interns, Associates, and possibly other Senior Associates.

Responsibilities

• Develops long-term, mutually beneficial client relationships.
• Provides premier-quality services to clients leveraging and/or improving standard business practices and technologies.
• Leads or participates actively during interviews with client personnel to identify and document qualifying activities and costs.
• Prepares or reviews calculations, qualified cost schedules, descriptions of qualified activities, and supporting client documentation.
• Completes tasks efficiently and effectively, organizing workpapers so that required revisions are minimal.
• Takes initiative to ensure proactively that due dates are met.
• Prepares or reviews final client deliverables summarizing analysis and results.
• Participates in researching potential new clients, their tax position, and facts that might trigger issues or opportunities.
• Operates online research tools efficiently to gather pertinent tax, legal, industry, and other information.
• Continues building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies.
• Complies with industry standards and the policies outlined in the BDO Tax Quality Manual.
• Trains and mentors BIG Interns, Associates, and possibly other Senior Associates.

Requirements

• Bachelor’s degree, required.
• Two (2) 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 towards Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred.
• Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred.

Skills

• 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 practice.
• Building, maintaining, and utilizing networks of client relationships and community involvement.

Pay

Individual salaries are determined after consideration of numerous factors including qualifications, experience, skills, and geography.

• 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

Benefits

BDO provides a comprehensive compensation and Total Rewards benefits package, including an ESOP (Employee Stock Ownership Plan) that offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. Benefits may be subject to eligibility requirements.