Experienced Associate, Tax Credit Monetization

BDO USA, LLP; Glendale (CA); On-site; USD 63,000 - 116,000; Full time

Job summary

BDO USA, LLP's Business Incentives Group (BIG) is expanding, with experienced associates playing a key role in identifying and documenting government incentives for clients across technology, manufacturing, life sciences, and more.

As a Tax Experienced Associate in BIG, you will work with tax, accounting, and finance teams to help clients realize incentives and ensure compliance, while developing your technical acumen and client relationships within a global professional services firm.

Qualifications

• Bachelor's degree required; focus in Accounting, Tax, or Finance preferred.
• 1+ years of prior related experience required.
• Proficiency in Microsoft Office, especially Excel.
• Excellent verbal and written communication.
• Ability to work independently and in a team.

Responsibilities

• Proactively assists in the execution of multiple client engagements.
• Collaborates with BIGers to develop and implement better strategies and processes for our services, marketing, etc.
• Establishes effective working relationships directly with BIGers and our clients, internal-other BDOers-and external
• Contributes to the development of personal and to BIG's technical acumen and market prominence
• Keeps up to date with local and national business and economic issues
• Actively participates in business development activities to further develop your own professional network, with BDOers and others, and identifies and researches opportunities for new and existing clients
• Contributes to, supports, and enhances the culture of BIG, our local offices, and BDO as a globally leading professional services firm
• Other duties as required

Skills

Excellent verbal and written comm.

Interpersonal skills

Project management

Initiative & drive

Multi-tasking

Customer service focus

Microsoft Excel (advanced)

Microsoft Word

Education

Bachelor's degree in Accounting, Tax, or Finance

Tools

Microsoft Excel (advanced)

Microsoft Word

Job description

Job Summary:

Our Business Incentives Group ("BIG") business has doubled in the last three years and tripled in the last six. BIG Experienced Associates have been key to our success, and they are central to our plans to continue as one of BDO's premiere national consulting practices.

As a Tax Experienced Associate, Business Incentives Group, you will help achieve BDO's core purpose-helping people thrive every day-by helping companies and individuals identify and claim government incentives designed to promote innovation and economic and job growth in the U.S. Like the BIG Tax Credit.

Our clients are leaders in innovation in virtually every industry, from technology, manufacturing, life sciences, and healthcare to retail, consumer products, and natural resources. As a Tax Experienced Associate, you will have the opportunity and charge to innovate as well, collaborating with BDOers in all of our business lines as well as with our clients' innovation leaders, in tax, accounting, and finance, and also in their BIG, engineering, software, manufacturing, scientific, medical, and other BIG-related departments.

BIG's short-term mission is to help our clients as efficiently and effectively as possible identify, document, and support on examination by tax authorities all of the BIG-related incentives to which they are legally entitled. Our longer-term goal is to develop an understanding of them as people and of all aspects of their business so that we are well positioned as their trusted advisors, as professionals who understand both their business operations and business drivers as well as how BDO can help them realize their goals.

In pursuing this mission, we are also seeking to help our Tax Experienced Associates, Business Incentives Group become trusted advisors, ensuring they have a clear sense of the importance and responsibilities of such a role, as well as the training and opportunities to fill it.

Toward that end, Tax Experienced Associates pursue opportunities to enable them to gain and improve their skills in every aspect of professional service, including technical, interpersonal, oral and written communication, project management, practice management, and business development.

Job Duties:

• Proactively assists in the execution of multiple client engagements
• Collaborates with other BIGers in all aspects of our business, e.g., innovating; developing and implementing better strategies and processes for our services, marketing, etc.
• Establishes effective working relationships directly with BIGers and our clients, internal-other BDOers-and external
• Contributes to the development of personal and to BIG's technical acumen and market prominence
• Keeps up to date with local and national business and economic issues
• Actively participates in business development activities to further develop your own professional network, with BDOers and others, and identifies and researches opportunities for new and existing clients
• Contributes to, supports, and enhances the culture of BIG, our local offices, and BDO as a globally leading professional services firm
• Other duties as required

Supervisory Responsibilities:

• N/A

Qualifications, Knowledge, Skills, and Abilities:

Education:

• Bachelor's degree, required; with a focus in Accounting, Tax, or Finance, preferred

Experience:

• One (1) or more years of prior related experience, required

License/Certifications:

• N/A

Software:

• Proficiency in the use of Microsoft Office Suite, specifically Microsoft Word and advanced level skillset in Microsoft Excel, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills
• Ability to interact effectively with people at all organizational levels of the firm
• Ability to work independently within a team environment and with a customer service focus
• Superior organizational skills and project management skills required with ability to multi-task in a fast- paced, deadline-driven environment
• Strong initiative and drive to lead while seeking opportunities to enhance and grow the BIG practice

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: $63,000 - $115,500
Maryland Range: $63,000 - $115,500
NYC/Long Island/Westchester Range: $63,000 - $115,500