Tax Senior Associate, Business Incentives Group

BDO Capital Advisors, LLC

Dallas (TX)

On-site

USD 73,500 - 131,250

Full time

14 days+

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Benefits offered by this job

Employee Stock Ownership Plan

Career advancement opportunities

Flexible working environment

Job summary

A leading financial services firm in Dallas is seeking a Tax Senior Associate to lead and support tax credit services. Responsibilities include developing client relationships, preparing project deliverables, and mentoring interns. Candidates should have at least two years of experience in tax or accounting, with a preference for CPA certification. The role offers a competitive salary range of $73,500 - $131,250 depending on experience. Join us at a firm that values individuality and promotes career advancement.

Qualifications

Experience in research and development and/or tax consulting roles preferred.
Experience in preparing/reviewing tax provisions and corporate taxation preferred.

Responsibilities

Develop client relationships and provide premier-quality services.
Lead interviews with client personnel to document qualifying activities.
Prepare or review final client deliverables summarizing results.

Skills

Excellent verbal and written communication skills

Entrepreneurial spirit and leadership mentality

Exceptional organizational and project management skills

Ability to work independently and in a team

Education

Two or more years prior experience in accounting, tax or finance

Currently holds or working towards CPA license or equivalent

Tools

Microsoft Office Suite

Job description

Tax Senior Associate, Business Incentives Group

Overview

The Specialized Tax Services (STS) 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, utilizing educational knowledge, experience, communication, and organizational skills, STS Tax Credits & Incentives Senior Associates work with senior STS 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 STS BIG Interns, Associates, and possibly other Senior Associates to enable them to do so.

Responsibilities

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 STS BIG Interns, Associates, and possibly other Senior Associates

Qualifications, Knowledge, Skills, and Abilities

Education:

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 STS 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

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:

Welcoming diverse perspectives and understanding the experience of our professionals and clients
Empowering team members to explore their full potential
Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
Focus on resilience and sustainability to positively impact our people, clients, and communities

*Benefits may be subject to eligibility requirements.