Senior Associate, Tax Credit Monetization

Job Summary:

The Senior Associate, Tax Credit Monetization, supports the delivery of monetizable tax credit services, with a focus on federal incentives such as energy tax credits and the New Markets Tax Credit. This tax consulting role assists clients in identifying, documenting, and optimizing tax credit opportunities while ensuring compliance with relevant tax laws and regulations. The Senior Associate collaborates with team members and clients across diverse industries, providing technical analysis, structuring guidance, written tax advice, and recommendations to minimize tax liabilities and exposures. This position offers opportunities for professional growth in technical expertise, project management, and client service, while contributing to business development and practice management initiatives.

Job Duties:

Tax Consulting

• Conducts research on federal tax incentives, including but not limited to various energy tax credits, New Markets Tax Credit, Historic Tax Credit
• Analyzes client data to identify eligible tax credits and incentives
• Prepares and reviews tax credit calculations and documentation support as part of project analyses
• Prepares and reviews technical memoranda, written tax advice, and client deliverables
• Evaluates alternative tax strategies to optimize client benefits and minimize tax exposures
• Monitors changes in tax policy and regulations relevant to tax credit monetization practice
• Communicates with clients and internal teams to clarify technical issues and project requirements
• Assists with responses to inquiries from federal tax authorities
• Participates in marketing and business development activities, including the preparation of proposals and presentations
• Collaborates with colleagues across business lines to deliver integrated client solutions
• Contributes to the development and improvement of practice tools and processes
• Other duties as required

Supervisory Responsibilities

• Trains and mentors Tax Credit Monetization 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 tax consulting roles (e.g.,energy credit, new markets tax credit, accounting methods, R&D Tax Credit ), 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 (or the equivalent of one of these designations), preferred

Software:

• Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred

Language:

• N/A

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 Tax Credit Monetization 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
California Range: $73,500 - $131,250
Ohio Range: $73,500 - $131,250
Colorado Range: $73,500 - $131,250
Illinois Range: $73,500 - $131,250
Maryland Range: $73,500 - $131,250
Massachusetts Range: $73,500 - $131,250
Minnesota Range: $73,500 - $131,250
New Jersey Range: $73,500 - $131,250
NYC/Long Island/Westchester Range: $73,500 - $131,250
Ohio Range: $73,500 - $131,250
Vermont Range: $73,500 - $131,250
Washington 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!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
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