Tax Experienced Associate, Business Incentives Group

BDO USA; Phoenix (AZ); On-site; USD 63,000 - 116,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA is seeking a Tax Experienced Associate in the Business Incentives Group. You will help clients identify and claim government incentives designed to promote innovation, economic growth, and job creation across the U.S., collaborating with tax, accounting, and finance teams and with other BIG departments.

The role develops technical, interpersonal, oral and written communication, and project management skills, with responsibilities spanning client engagements, strategy development, market

Qualifications

• Bachelor’s degree in Accounting, Tax, or Finance is required.
• One or more years of related experience is required.
• Proficiency in Microsoft Excel and Word is preferred.
• Excellent verbal and written communication skills.

Responsibilities

• Supports execution of multiple client engagements within BIG.
• Collaborates with team members to develop strategies and processes for services and marketing.
• Builds effective relationships with clients and colleagues across the firm.
• Contributes to BIG's technical acumen and market prominence.
• Stays informed on local and national business and economic issues.
• Participates in business development to expand professional network and opportunities for clients.

Skills

Verbal communication

Written communication

Project management

Multi-tasking

Team collaboration

Education

Bachelor's degree in Accounting/Tax/Finance

Tools

Microsoft Excel

Microsoft Word

Job description

JOB DESCRIPTION

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.

Job Summary

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:

• 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

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

• Benefits may be subject to eligibility requirements.

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.

BDO USA, P.A. is an EO employer M/F/Veteran/Disability