Tax Intern, BDO Capital Advisors, ESOP Services - Summer 2027 (Multiple Locations)

Job Summary

The ESOP Capital Advisors Intern supports the ESOP Advisory team by assisting

with data collection, financial modeling, valuation analysis, and project

deliverables for ESOP feasibility and transaction projects. This internship

provides exposure to the fundamentals of ESOP structuring, tax and accounting

considerations, and transaction execution. The intern gains hands-on experience

in financial analysis, industry research, and client deliverable preparation,

while developing a foundational understanding of ESOP advisory and investment

banking processes. The role offers opportunities to collaborate with experienced

professionals and contribute to client engagements across various industries.

Job Duties

• Assists with data collection and organization for ESOP feasibility and

transaction projects

• Supports financial modeling assignments, including valuation and leveraged

buy-out models

• Conducts industry and company research to support project analysis and client

deliverables

• Prepares draft client deliverables, including PowerPoint presentations and

Confidential Information Memorandums

• Assists in the development of marketing materials and internal documentation
• Collaborates with team members to meet project deadlines and client

expectations

• Participates in meetings and communicates professionally with colleagues
• Other duties as required

Qualifications, Knowledge, Skills, and Abilities

Education

• Enrolled in a Bachelor’s program in Finance, Accounting, or Economics,

required

• Completion of junior year of Bachelor’s program, preferred

Experience

• Prior internship or leadership experience, preferred

Certifications

• N/A

Licensure

• N/A

Software

• Proficient in Microsoft Office Suite, specifically Excel, Word, and

PowerPoint, required

Language

• Spanish, preferred

Other Knowledge, Skills, & Abilities

• Strong written and verbal communication skills
• Ability to work effectively in a team environment
• Solid analytical and research skills
• Strong organizational skills and attention to detail
• Ability to follow instructions and meet deadlines
• Willingness to learn and take initiative
• Understanding of basic accounting and valuation methodologies
• Ability to interact professionally with colleagues and clients

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.

California Range: $28.00/hr - $32.00/hr

NYC/Long Island/Westchester Range: $28.00/hr - $32.00/hr

Virginia Range: $28.00/hr - $32.00/hr

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.

Learn more about our benefits: BDO Total Rewards encompass more than traditional

benefits. Click here to find out more

[https://insights.bdo.com/rs/116-EDP-270/images/BDO-Benefits-Brochure.pdf]!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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