Senior Associate, Business Incentives Group

BDO USA; Dallas (TX); On-site; USD 73,500 - 131,250; Full time

Job summary

A leading professional services firm in Dallas is seeking a Tax Senior in Specialized Tax Services to lead and support the identification and documentation of tax credits and other incentives. The ideal candidate will have at least two years of experience in tax consulting, strong organizational skills, and the ability to train and mentor interns. Competitive compensation is offered, reflecting individual qualifications and market standards.

Qualifications

• Two or more years prior experience in accounting, tax or finance.
• Preferred experience in tax consulting roles.
• Experience in preparing/reviewing tax provisions and corporate taxation.

Responsibilities

• Develop long-term client relationships.
• Prepare project workplans and budgets.
• Train and mentor STS BIG Interns and Associates.

Skills

Excellent verbal and written communication skills

Entrepreneurial spirit

Leadership mentality

Organizational skills

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Excel

Word

Job description

JOB DESCRIPTION

The Specialized Tax Services (STS) Tax Senior, Business Incentives Group is responsible for leading or supporting services to identify, calculate, document, and support examination by tax authorities of Business Incentive Group (BIG) tax credits and other tax incentives.

Job Summary

Using educational knowledge, experience, communication, and organizational skills, STS Tax Credits & Incentives Senior Associates work with senior STS professionals to prepare project workplans and budgets, interview client personnel to obtain data and documentation relevant to calculating and documenting available tax credits and incentives, prepare reports for clients describing their available tax benefits and supporting facts, and train and mentor STS BIG Interns, Associates, and other Senior Associates.

Job Duties

• Tax Consulting
  • Develop long‑term, mutually beneficial client relationships
  • Provide premier‑quality services to clients leveraging and/or improving standard business practices and technologies
  • Lead or participate actively during interviews with client personnel to identify and document qualifying activities and costs
  • Prepare or review calculations, qualified cost schedules, descriptions of qualified activities, supporting client documentation, etc.
  • Complete tasks efficiently and effectively, organizing workpapers so that required revisions are minimal
  • Take initiative to ensure proactively that due dates are met
  • Prepare or review final client deliverables summarizing analysis and results
  • Participate in researching potential new clients, their tax position, facts that might trigger issues or opportunities for them, etc.
  • Operate online research tools efficiently to gather pertinent tax, legal, industry, and other information
  • Continue building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies
  • Comply with industry standards and the policies outlined in the BDO Tax Quality Manual

Supervisory Responsibilities

• Train and mentor STS BIG Interns, Associates, and possibly other Senior Associates

Education

• Bachelor’s degree, required

Experience

• 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

License/Certifications

• Currently holds or working towards Certified Public Accountant license, Enrolled Agent certification, or Juris Doctorate degree, preferred

Software

• Advanced proficiency in Microsoft Office Suite, especially Excel & Word, preferred

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

Compensation

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
• Maryland Range: $73,500 – $131,250
• NYC/Long Island/Westchester Range: $73,500 – $131,250
• Washington DC Range: $73,500 – $131,250

About Us

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.

Our culture is centered on making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. BDO USA, P.A. is an EO employer M/F/Veteran/Disability.