Senior Associate, Tax Credit Monetization

BDO USA; Los Angeles (CA); On-site; USD 73,500 - 131,250; Full time

Job summary

BDO USA is seeking a Senior Associate in Los Angeles to support tax credit services focusing on federal incentives like energy tax credits. This role involves tax consulting, conducting research, analyzing client data, and providing guidance to optimize tax benefits.

The ideal candidate will have a Bachelor's degree, relevant tax experience, and strong communication skills. The position offers competitive compensation ranging from $73,500 to $131,250 based on qualifications and experience.

Qualifications

• Two or more years prior experience in accounting, tax, or finance required.
• Preferred experience in tax consulting roles, including energy credits.
• Working towards a CPA license, EA certification, or JD preferred.

Responsibilities

• Conduct research on federal tax incentives.
• Analyze client data for tax credits and incentives.
• Prepare and review tax credit documentation.
• Communicate with clients regarding technical issues.
• Participate in business development activities.

Skills

Excellent verbal and written communication skills

Entrepreneurial spirit and leadership mentality

Advanced proficiency in Microsoft Excel & Word

Exceptional organizational and project management skills

Ability to work independently and in a team

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Job Summary

Job Summary: The Senior Associate, 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 Tax Credit Monetization Interns, Associates, and possibly other Senior Associates

Education & Qualifications

• 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 Tax Credit Monetization 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

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

Vermont Range: $73,500 - $131,250

Washington Range: $73,500 - $131,250

Washington DC Range: $73,500 - $131,250

EEO Statement

Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.