Tax Equity & Project Finance Associate | Growth & Impact

BDO USA; Los Angeles (CA); On-site; USD 125,000 - 175,000; Full time

Job summary

BDO USA is seeking an Associate for its Capital Advisors practice in Los Angeles to support tax equity, tax credit transfer, and related project finance engagements. You will perform due diligence, analyze data rooms, summarize findings, and help deliver client materials.

You will coordinate with internal teams and external advisors to advance deals through diligence and closing, while contributing to business development via market research and proposals.

Qualifications

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

Responsibilities

• Supports the execution and origination of tax credit transfer, tax equity, and related project finance advisory engagements through workstreams and deliverable development.
• Performs financial, tax, and business due diligence support, including data request tracking, data room review, and issue identification.
• Analyzes client financial and operating data to identify trends, working capital considerations, liabilities, and risks.
• Builds and refines transaction analyses and schedules, including sensitivity analyses and key assumption documentation.
• Drafts sections of diligence reports, presentations, and client-ready materials.
• Coordinates with external legal, tax, and advisory professionals to support deal execution milestones and information flow.
• Reviews transaction documents and summarizes key terms, open items, and negotiation considerations for internal and client stakeholders.
• Maintains engagement workplans, deliverable trackers, and status updates to support timely execution.
• Supports business development through market research, pipeline inputs, proposals, and marketing materials.
• Participates in networking and industry events to support relationship development.
• Provides guidance to junior team members on workpaper quality and analytic approaches.

Skills

Verbal and written communication

Analytical skills

Attention to detail

Organizational skills

Independent work

Travel willingness

Education

Bachelor's Degree in Accounting, Finance, or Economics

MBA

Tools

Microsoft Office Suite

Job description

BDO USA is seeking an Associate for its Capital Advisors practice in Los Angeles to support tax equity, tax credit transfer, and related project finance engagements. You will perform due diligence, analyze data rooms, summarize findings, and help deliver client materials.

You will coordinate with internal teams and external advisors to advance deals through diligence and closing, while contributing to business development via market research and proposals.