Tax Senior, Business Incentives Group

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

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

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*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more

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