Senior Associate, Business Incentives Group

BDO USA; Houston (TX); Sur place; USD 73 500 - 131 250; Plein temps

Avantages offerts par ce poste

Employee Stock Ownership Plan (ESOP)

Comprehensive compensation and benefits

Opportunities for advancement

Résumé du poste

A leading tax services firm in Houston is seeking a Tax Senior specializing in Business Incentives to lead tax consulting efforts. Responsibilities include supporting clients in identifying and documenting available tax credits, preparing essential reports, and mentoring junior staff. Candidates must have a Bachelor's degree and at least two years of relevant experience. This role emphasizes client relationships and requires strong communication and leadership skills. The company offers a supportive work environment with opportunities for career advancement.

Qualifications

• Two or more years of prior experience in accounting, tax or finance.
• Experience in research and development, or tax consulting roles preferred.
• Preferably holds a Certified Public Accountant license or Enrolled Agent certification.

Responsabilités

• Lead or support services to identify and document tax incentives.
• Develop relationships with clients and deliver high-quality tax consulting.
• Train and mentor interns and junior associates.

Connaissances

Excellent verbal and written communication skills

Entrepreneurial spirit

Leadership mentality

Exceptional organizational skills

Project management skills

Formation

Bachelor’s degree

Outils

Microsoft Office Suite

Description du poste

JOB DESCRIPTION

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, STS Tax Credits & Incentives Senior Associates work with senior STS professionals to 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.

JOB DUTIES

• Develop long‑term, mutually beneficial client relationships
• Provide premier‑quality services while leveraging or improving standard business practices and technologies
• Lead or participate actively during interviews with client personnel to identify and document qualifying activities and costs
• Prepare or review calculations, qualified cost schedules, descriptions of qualified activities, and supporting client documentation
• Complete tasks efficiently and effectively, organizing workpapers so required revisions are minimal
• Take initiative to ensure due dates are met proactively
• Prepare or review final client deliverables summarizing analysis and results
• Research potential new clients, their tax position, and facts that might trigger issues or opportunities
• Operate online research tools efficiently to gather pertinent tax, legal, industry, and other information
• Continue building tax knowledge by monitoring relevant tax laws and educating oneself on tax strategies
• Comply with industry standards and policies as outlined in the BDO Tax Quality Manual

SUPERVISORY RESPONSIBILITIES

• Train and mentor STS BIG Interns, Associates, and possibly other Senior Associates

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 Microsoft Office Suite, especially Excel and Word, preferred

OTHER KNOWLEDGE, SKILLS, AND ABILITIES

• Excellent verbal and written communication skills
• Entrepreneurial spirit and leadership mentality
• Ability to interact effectively with people at all organizational levels
• 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 to enhance and grow the STS practice
• Building, maintaining, and utilizing networks of client relationships and community involvement

COMPENSATION

Individual salaries 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

EQUAL OPPORTUNITY EMPLOYER

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

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.