Senior Associate, Tax Equity Advisors, BDO Capital Advisors

Job-ID: 13960Category: GeneralistLocation: Miami, FL, United States; Grand Rapids, MI, United States; Seattle, WA, United States; Chicago, IL, United States; Los Angeles, CA, United States; New York, NY, United States; Washington, DC, United StatesSchedule: Full timePosted: 2026-09-10Closes: 2027-09-10Job Summary:The Associate, BDO Capital Advisors supports tax equity, tax credit transfer, and other project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role supports transaction execution by performing financial and business due diligence, reviewing and analyzing data room materials, summarizing key findings, and assisting with client deliverables. The Associate coordinates with internal engagement teams and external advisors to help advance deals through diligence and closing. This position contributes to business development efforts through market research, pipeline tracking, proposal support, and participation in networking activities. Job Duties:Supports the execution and the origination of tax credit transfer, tax equity, and similar project finance advisory engagements through workstreams and deliverable developmentPerforms financial, tax, and business due diligence support, including data request tracking, data room review, and issue identificationAnalyzes client financial and operating information to identify historical and projected trends, working capital considerations, potential liabilities, and transaction risksBuilds and refines transaction analyses and supporting schedules, including sensitivity analyses and key assumption documentationDrafts sections of diligence reports, presentations, client-ready materials and key findingsCoordinates with external legal, tax, and advisory professionals to support deal execution milestones and information flowReviews transaction documents and summarizes key terms, open items, and negotiation considerations for internal and client stakeholdersMaintains engagement workplans, deliverable trackers, and internal status updates to support timely executionSupports business development efforts by completing market research, maintaining CRM/pipeline inputs, assisting with proposals, and preparing marketing materialsParticipates in networking and industry events to support relationship development and market visibilityProvides guidance to junior team members on workpaper quality, analytical approaches, and deliverable formattingOther duties as requiredSupervisory Responsibilities:Coaches and reviews work performed by analysts, providing timely feedback and technical guidanceQualifications, Knowledge, Skills, and Abilities:Education:Bachelor's Degree in Accounting, Finance, or Economics, requiredMaster of Business Administration, preferredExperienceThree (3) or more years of experience in tax equity, tax credit transfer, project finance, or a similar capital advisory role, requiredLicense/Certifications:FINRA Series 7/79 and 63 licenses, or in active pursuance of licensure (if not currently held, will be required shortly after hire), requiredSoftware:Proficient in the use of Microsoft Office Suite, requiredLanguages:N/AOther Knowledge, Skills, and Abilities:Excellent verbal and written communication skills with a polished/professional demeanor Superior analytical and research skills Strong organizational skills with exceptional attention to detailComfort with ambiguity and fluid client situations Self-motivated with proactive follow-up skills; ability to work both independently and cohesively with colleagues and clientsAbility to work in a deadline-driven environment and handle multiple projects simultaneously Ability to successfully interact with professionals at all levelsAbility to travel, as necessaryIndividual 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: $125,000 - $175,000Maryland Range: $125,000 - $175,000NYC/Long Island/Westchester Range: $125,000 - $175,000About the companyAt 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.As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.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!