Tax Experienced Senior Associate, Business Incentives Group

Job Summary:The Tax Experienced Senior, Business Incentives Group is primarily responsible for executing project tasks to identify, document, and support on exam BIG tax credits and incentives. In this role, the Tax Experienced Senior, Business Incentives Group is charged with utilizing research skills and applying industry knowledge to understand the potential BIG tax credit issues and opportunities and to gather client information and documentation to identify qualified costs and expenses and calculate the BIG benefits efficiently and effectively. The role also may assist with business development and operational matters. Job Duties:ResearchIdentifies intermediate to complex situations when research is needed, providing an outline of the issue(s) and research to be conductedAnalyzes researched facts and sources prior to composing a detailed report of the research findingsComposes standard research memos in support of projects / transactions Tax ComplianceEnsures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdensObtains required client information to utilize in the preparation of tax filingsIdentifies “gray areas” and communicates related risk potential for contingent tax liabilitiesCompletes pro forma Forms 6765 and other related state formsEnsures all necessary approvals and documentation, including but not limited to budgets, work plans, executed tax engagement letters, are in place prior to engagement work commencingTax ConsultingDevelops, recommends, and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligationsAssists in the review and response to notices for federal and state agenciesDocuments all significant tax positions, as well as issues, findings, and deliverables in accordance with firm policiesIdentifies and calculates BIG benefits, including potential credits, deductions, and other federal and state opportunitiesContributes to the development of new and improved ways to identify qualified costs and activitiesIdentifies tax consulting opportunities and participates in the marketing of services to existing and prospective clientsTax ControversySupports representation of clients before tax authorities on contested issues Tax Related SoftwareUses Caseware, GoSystems, tax research databases, and other tax-related software in the completion of assigned tasksTax SpecializationDevelops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefitsCalculates the federal BIG tax credit and applies BIG benefits of all states in his/her regionSuggests ways to develop or improve tools, methodologies, policies, etc., to enhance the efficiency and effectiveness of BIG services Identifies other opportunities and issues other than those related only to BIGASC740-10Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48Recognizes, measures, and documents clients’ financial benefitsStrategy DevelopmentAssists in the preparation of studies of tax implications to identify alternative courses of actions to benefits clientsDevelops new or improved ideas to advance the position of clients, the firm or firm personnel through reduction in taxes or expenses or offering of non-tax benefitsIdentifies and communicates possibilities for referrals while maintain awareness of the firm’s tax specialistsOther duties as requiredSupervisory Responsibilities:Supervises and reviews the day-to-day work of BIG Associates and Interns on assigned engagementsEnsures BIG Associates and Interns are trained on all relevant tax softwareDelivers periodic performance feedback and completes performance evaluations for BIG Associates and InternsActs as mentor to BIG Associates and InternsQualifications, Knowledge, Skills and Abilities:Education:Bachelor’s degree, requiredDegree in accounting, tax, or finance, preferredExperience:Three (3) or more years of prior experience, requiredPrior experience performing services related to BIG tax credits preferredPrior experience supervising tax professionals on a project or engagement basis preferredLicense/Certifications:CPA certification, preferredSoftware:Proficient in the use of Microsoft Office, especially Excel and WordLanguage:Fluent in verbal and written EnglishOther Knowledge, Skills & Abilities:Excellent verbal and written communication skillsSuperior analytical and research skills Solid organizational skills, especially ability to meet project deadlines with a focus on detailsAbility to successfully multi-task while working independently or within a group environmentProven ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to effectively manage a team of tax professionals and delegate work assignments as neededAbility to build and maintain strong relationships with client personnelAbility to successfully interact with professionals at all levelsAbility to prepare simple tax returnsPossesses a familiarity with all types of tax filing formsIntermediate knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax servicesIntermediate knowledge of sources of relevant information utilized in tax filingsUnderstanding and recognition of the economics of underlying transactions and book to tax differences in preparation of tax returnsIndividual 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: $74,550 - $147,000Colorado Range: $74,550 - $147,000Maryland Range: $74,550 - $147,000NYC/Long Island/Westchester Range: $74,550 - $147,000Washington DC Range: $74,550 - $147,000 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/vetsClick here to find out more!Full timePosting Date: 2026-10-07