Tax Equity & Project Finance Associate

BDO USA; New York (NY); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA is seeking an Associate, BDO Capital Advisors to support tax equity, tax credit transfer, and project finance transactions across renewable energy, infrastructure, housing, and related sectors. You will perform financial and business due diligence, analyze data room materials, and prepare client-ready deliverables.

You will coordinate with internal teams and external advisors to progress deals through diligence and closing, assist with market research, pipeline tracking, proposals, and

Qualifications

• Three (3) or more years of experience in tax equity, tax credit transfer, project finance, or a similar capital advisory role.
• Bachelor's Degree in Accounting, Finance, or Economics required; MBA preferred.
• FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure (required shortly after hire).
• Proficient in Microsoft Office Suite.

Responsibilities

• Supports the execution and origination of tax credit transfer, tax equity, and related project finance engagements.
• Performs financial, tax, and business due diligence support, including data room review and issue identification.
• Analyzes client financial information to identify trends, working capital considerations, and transaction risks.
• Builds transaction analyses and schedules, including sensitivity analyses and key assumptions.
• Drafts diligence reports, client-ready materials, and summaries for internal and external stakeholders.
• Coordinates with external legal, tax, and advisory professionals to support deal milestones.
• Reviews transaction documents and highlights key terms, open items, and negotiation points.
• Maintains engagement workplans, deliverable trackers, and status updates for timely execution.
• Supports business development with market research, pipeline inputs, proposals, and marketing materials.
• Participates in networking and industry events to enhance relationships and visibility.
• Guides junior team members on workpaper quality and analytical approaches.

Skills

Analytical skills

Communication skills

Organizational skills

Travel flexibility

Self-motivation

Education

Bachelor's Degree in Accounting, Finance, or Economics

MBA (Master of Business Administration)

Tools

Microsoft Office Suite

Job description

BDO USA is seeking an Associate, BDO Capital Advisors to support tax equity, tax credit transfer, and project finance transactions across renewable energy, infrastructure, housing, and related sectors. You will perform financial and business due diligence, analyze data room materials, and prepare client-ready deliverables.

You will coordinate with internal teams and external advisors to progress deals through diligence and closing, assist with market research, pipeline tracking, proposals, and