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Senior Associate, Business Incentives Group - FDII

Senior Associate, Business Incentives Group - FDII

BDO USASan Francisco, CA, US
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Specialized Tax Services Tax Senior

Job Summary : The Specialized Tax Services (STS) 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, utilizing their educational knowledge, experiences, communication, and organizational skills, STS Tax Credits & Incentives Senior Associates work with senior STS 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 STS BIG Interns, Associates, and possibly other Senior Associates to enable them to do so.

Job Duties :

  • 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 STS 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 STS 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

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