Senior Associate, Tax Credit Monetization at BDO USA Experienced Career Site

Los Angeles, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 May, 26

Salary

131250.0

Posted On

17 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Tax Credit Monetization, Federal Tax Incentives, Energy Tax Credits, New Markets Tax Credit, Historic Tax Credit, Tax Consulting, Technical Analysis, Structuring Guidance, Tax Advice, Project Management, Client Service, Business Development, Practice Management, Microsoft Excel, Microsoft Word, Data Analysis

Industry

Accounting

Description

Job Summary: The Senior Associate, STS Tax Credit Monetization, supports the delivery of monetizable tax credit services, with a focus 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. The Senior Associate collaborates with team members and clients across diverse industries, providing technical analysis, structuring guidance, written tax advice, and recommendations to minimize tax liabilities and exposures. This position offers opportunities for professional growth in technical expertise, project management, and client service, while contributing to business development and practice management initiatives. Job Duties: Tax Consulting 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 Monitors 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 Assists with responses 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 Other duties as required Supervisory Responsibilities Trains and mentors STS Tax Credit Monetization Interns, Associates, and possibly other Senior Associates Qualifications, Knowledge, Skills, and Abilities: Education: Bachelor’s degree, required Experience: Two (2) or more years 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 License/Certifications: 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 Software: Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred Language: N/A Other 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 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 Tax Credit Monetization practice Building, maintaining, and utilizing networks of client relationships and community involvement 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 California Range: $73,500 - $131,250 Ohio Range: $73,500 - $131,250 Colorado Range: $73,500 - $131,250 Illinois Range: $73,500 - $131,250 Maryland Range: $73,500 - $131,250 Massachusetts Range: $73,500 - $131,250 Minnesota Range: $73,500 - $131,250 New Jersey Range: $73,500 - $131,250 NYC/Long Island/Westchester Range: $73,500 - $131,250 Ohio Range: $73,500 - $131,250 Vermont Range: $73,500 - $131,250 Washington Range: $73,500 - $131,250 Washington DC Range: $73,500 - $131,250 Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in 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. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more! *Benefits may be subject to eligibility requirements. Equal Opportunity Employer, including disability/vets Click here to find out more!

Responsibilities

This role supports the delivery of monetizable tax credit services, focusing on federal incentives by assisting clients in identifying, documenting, and optimizing tax credit opportunities while ensuring compliance. The Senior Associate conducts research, analyzes client data, prepares technical memoranda, evaluates tax strategies, and communicates technical issues to clients and internal teams.