ESOP Advisory Intern: Finance & Valuation Modeling

BDO USA, Llp; Chicago (IL); Hybrid; USD 28,000 - 41,000; Full time

Job summary

BDO is offering a Tax Internship with the ESOP Capital Advisors team for Summer 2027 in Chicago, IL and additional locations. The role supports ESOP feasibility studies, valuations, and transaction projects, providing hands-on experience in financial analysis and client deliverables.

Interns will assist with data collection, modeling, market research, and the preparation of presentations and memorandums, gaining exposure to ESOP structuring, tax, and accounting concepts while collaborating with

Qualifications

• Enrolled in a Bachelor's program in Finance, Accounting, or Economics, required
• Completion of junior year of Bachelor's program, preferred
• Strong written and verbal communication skills
• Solid analytical and research skills
• Strong organizational skills and attention to detail
• Ability to follow instructions and meet deadlines
• Willingness to learn and take initiative

Responsibilities

• Assists with data collection and organization for ESOP feasibility and transaction projects
• Supports financial modeling assignments, including valuation and leveraged buy-out models
• Conducts industry and company research to support project analysis and client deliverables
• Prepares draft client deliverables, including PowerPoint presentations and Confidential Information Memorandums
• Assists in the development of marketing materials and internal documentation
• Collaborates with team members to meet project deadlines and client expectations
• Participates in meetings and communicates professionally with colleagues
• Other duties as required

Job description

Tax Intern, BDO Capital Advisors, ESOP Services - Summer 2027 (Multiple Locations)

Chicago, IL, United States and 2 more

Job Description

Job Summary:

The ESOP Capital Advisors Intern supports the ESOP Advisory team by assisting with data collection, financial modeling, valuation analysis, and project deliverables for ESOP feasibility and transaction projects. This internship provides exposure to the fundamentals of ESOP structuring, tax and accounting considerations, and transaction execution. The intern gains hands-on experience in financial analysis, industry research, and client deliverable preparation, while developing a foundational understanding of ESOP advisory and investment banking processes. The role offers opportunities to collaborate with experienced professionals and contribute to client engagements across various industries.

Job Duties:

• Assists with data collection and organization for ESOP feasibility and transaction projects
• Supports financial modeling assignments, including valuation and leveraged buy-out models
• Conducts industry and company research to support project analysis and client deliverables
• Prepares draft client deliverables, including PowerPoint presentations and Confidential Information Memorandums
• Assists in the development of marketing materials and internal documentation
• Collaborates with team members to meet project deadlines and client expectations
• Participates in meetings and communicates professionally with colleagues
• Other duties as required

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Enrolled in a Bachelor’s program in Finance, Accounting, or Economics, required
• Completion of junior year of Bachelor’s program, preferred

Experience:

• Prior internship or leadership experience, preferred

Certifications:

• N/A

Licensure:

• N/A

Software:

• Proficient in Microsoft Office Suite, specifically Excel, Word, and PowerPoint, required

Language:

• Spanish, preferred

Other Knowledge, Skills, & Abilities:

• Strong written and verbal communication skills
• Ability to work effectively in a team environment
• Solid analytical and research skills
• Strong organizational skills and attention to detail
• Ability to follow instructions and meet deadlines
• Willingness to learn and take initiative
• Understanding of basic accounting and valuation methodologies
• Ability to interact professionally with colleagues and clients

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.

About Us

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.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

*Benefits may be subject to eligibility requirements.