Senior Associate, Business Incentives Group

at BDO USA, LLP in Chicago, Illinois, United States

Job Description

Job Summary:
The Specialized Tax Services (STS) Tax Credits & Incentives Senior Associate 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, and 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:
Tax Consulting
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.
Range: $70,000 - $125,000

All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.