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:

Research

Identifies intermediate to complex situations when research is needed, providing an outline of the issue(s) and research to be conducted

Analyzes researched facts and sources prior to composing a detailed report of the research findings

Composes standard research memos in support of projects / transactions

Tax Compliance

Ensures clients comply with applicable authorities while identifying options for minimizing the client’s tax and reporting burdens

Obtains required client information to utilize in the preparation of tax filings

Identifies “gray areas” and communicates related risk potential for contingent tax liabilities

Completes pro forma Forms 6765 and other related state forms

Ensures all necessary approvals and documentation, including but not limited to budgets, work plans, executed tax engagement letters, are in place prior to engagement work commencing

Tax Consulting

Develops, recommends, and implements standard tax methods to provide clients with maximum tax benefits related to current and future tax obligations

Assists in the review and response to notices for federal and state agencies

Documents all significant tax positions, as well as issues, findings, and deliverables in accordance with firm policies

Identifies and calculates BIG benefits, including potential credits, deductions, and other federal and state opportunities

Contributes to the development of new and improved ways to identify qualified costs and activities

Identifies tax consulting opportunities and participates in the marketing of services to existing and prospective clients

Tax Controversy

Supports representation of clients before tax authorities on contested issues

Tax Related Software

Uses Caseware, GoSystems, tax research databases, and other tax-related software in the completion of assigned tasks

Tax Specialization

Develops an in-depth understanding of the technical and practical issues and opportunities regarding BIG tax benefits

Calculates the federal BIG tax credit and applies BIG benefits of all states in his/her region

Suggests 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 BIG

ASC740-10

Understands and applies industry standards, along with firm policies and BDO Tax Quality Manual requirements as they relate to FAS 109 and FIN48

Recognizes, measures, and documents clients’ financial benefits

Strategy Development

Assists in the preparation of studies of tax implications to identify alternative courses of actions to benefits clients

Develops 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 benefits

Identifies and communicates possibilities for referrals while maintain awareness of the firm’s tax specialists

Other duties as required

Supervisory Responsibilities:

Supervises and reviews the day-to-day work of BIG Associates and Interns on assigned engagements

Ensures BIG Associates and Interns are trained on all relevant tax software

Delivers periodic performance feedback and completes performance evaluations for BIG Associates and Interns

Acts as mentor to BIG Associates and Interns

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree, required

Degree in accounting, tax, or finance, preferred

Experience:

Three (3) or more years of prior experience, required

Prior experience performing services related to BIG tax credits preferred

Prior experience supervising tax professionals on a project or engagement basis preferred

License/Certifications:

CPA certification, preferred

Software:

Proficient in the u se of Microsoft Office, especially Excel and Word

Language:

Fluent in verbal and written English

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills

Superior analytical and research skills

Solid organizational skills, especially ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Proven 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 needed

Ability to build and maintain strong relationships with client personnel

Ability to successfully interact with professionals at all levels

Ability to prepare simple tax returns

Possesses a familiarity with all types of tax filing forms

Intermediate knowledge of appropriate application of tax standards to ensure effective and efficient delivery of tax services

Intermediate knowledge of sources of relevant information utilized in tax filings

Understanding and recognition of the economics of underlying transactions and book to tax differences in preparation of tax returns

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: $74,550 - $147,000 Colorado Range: $74,550 - $147,000 Maryland Range: $74,550 - $147,000 NYC/Long Island/Westchester Range: $74,550 - $147,000 Washington DC Range: $74,550 - $147,000

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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.

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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.

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