Tax Senior Associate, Business Incentives Group

BDO USA; Boston (MA); On-site; USD 74,000 - 131,000; Full time

Job summary

BDO USA is seeking a Tax Senior for the Business Incentives Group in Boston to identify, calculate, document, and support tax credits and incentives. You will lead or assist with client workplans, data collection, and deliverables while mentoring junior staff and interns.

The role emphasizes strong communication, project management, and staying updated on tax laws and incentive programs. Prior tax consulting experience and CPA/EA/JD are preferred.

Qualifications

• Bachelor's degree required in accounting, finance, or related field.
• Two (2) or more years of experience in accounting, tax, or finance—internships count.
• CPA, Enrolled Agent, or JD preferred.

Responsibilities

• Lead or support identification and documentation of qualifying activities and costs.
• Prepare calculations, schedules, and documentation of available tax credits and incentives.
• Interview client personnel to obtain data and supporting information.
• Draft client deliverables detailing analyses and results.
• Mentor and train interns, associates, and other senior associates.
• Research potential new clients and opportunities in tax incentives.

Skills

Tax research

Client communication

Project management

Mentoring

Education

Bachelor's degree

Tools

Microsoft Excel

Microsoft Word

Job description

Job Summary:

The Tax Senior, Business Incentives Group is responsible for leading or supporting our services to identify, calculate, document, and support on examination by tax authorities Business Incentive Group (BIG) tax credits and other tax incentives. In this role, and utilizing their educational knowledge, experiences, communication, and organizational skills, Senior Associates work with senior professionals to, among other things, 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 BIG Interns, Associates, and possibly other Senior Associates to enable them to do so.

Job Duties:

• Tax Consulting Develops long-term, mutually beneficial client relationships
• Provides premier-quality services to our clients leveraging and/or improving our standard business practices and technologies
• Leads or participates actively during interviews with client personnel to identify and document qualifying activities and costs
• Prepares or reviews calculations, qualified cost schedules, descriptions of qualified activities, supporting client documentation, etc.
• Completes tasks efficiently and effectively, organizing workpapers so that required revisions are minimal
• Takes initiative to ensure proactively that due dates are met
• Prepares or reviews final client deliverables summarizing, e.g., our analysis and results
• Participates in researching potential new clients, their tax position, facts that might trigger issues or opportunities for them, etc.
• Operates online research tools efficiently to gather pertinent tax, legal, industry, and other information
• Continues building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies
• Complies with industry standards and the policies outlined in the BDO Tax Quality Manual

Supervisory Responsibilities

Trains and mentors BIG Interns, Associates, and possibly other Senior Associates

Qualifications, Knowledge, Skills, and Abilities:

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 the use of Microsoft Office Suite, especially Microsoft 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 practice
• Building, maintaining, and utilizing networks of client relationships and community involvement

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