Talent.com
Senior Associate, Business Incentives Group
Senior Associate, Business Incentives GroupBDO USA • Boston, MA, US
No longer accepting applications
Senior Associate, Business Incentives Group

Senior Associate, Business Incentives Group

BDO USA • Boston, MA, US
6 days ago
Job type
  • Full-time
Job description

Specialized Tax Services (STS) Tax Senior, Business Incentives Group

The 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, 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.

    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

    Create a job alert for this search

    Senior Associate • Boston, MA, US

    Related jobs
    Experienced Associate, Business Incentives Group

    Experienced Associate, Business Incentives Group

    BDO USA • Boston, MA, US
    Full-time
    Tax Experienced Associate, Business Incentives Group.Our Specialized Tax Services ("STS") Business Incentives Group ("BIG") business has doubled in the last three years and tripled in the last six....Show more
    Last updated: 6 days ago • Promoted
    Audit Senior Associate

    Audit Senior Associate

    Veracity • Boston, MA, United States
    Full-time
    You will support the planning, execution, and completion of audit engagements, manage client relationships, supervise junior staff, and ensure compliance with US GAAP, GAAS, and PCAOB standards.Thi...Show more
    Last updated: 5 days ago • Promoted
    Associate, Investment Banking

    Associate, Investment Banking

    G2 Capital Advisors • Boston, MA, United States
    Full-time
    G2 was established on the premise that lower middle market advisory firms could do more to help clients navigate operational or financial challenges and the complexity of capital markets transactio...Show more
    Last updated: 10 days ago • Promoted
    Associate Wealth Advisor

    Associate Wealth Advisor

    Focus Partners Wealth • Boston, MA, United States
    Full-time
    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.This individual will pa...Show more
    Last updated: 16 days ago • Promoted
    Senior Client Advisor-Small Business and Tax

    Senior Client Advisor-Small Business and Tax

    H&R Block • Easton, MA, US
    Full-time
    Senior Client Advisor Small Business And Tax.Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusiv...Show more
    Last updated: 26 days ago • Promoted
    Associate, Wealth Strategies Group

    Associate, Wealth Strategies Group

    Morgan Stanley • Boston, MA, US
    Full-time
    High Net Worth Sales Desk Specialist.Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 y...Show more
    Last updated: 30+ days ago • Promoted
    Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

    Asset & Wealth Management Regulated Investment Company (RIC) - Senior Associate

    PricewaterhouseCoopers • Boston, MA, United States
    Full-time
    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...Show more
    Last updated: 16 days ago • Promoted
    Senior Associate - Valuations

    Senior Associate - Valuations

    BRG • Boston, MA, United States
    Full-time
    Be among the first 25 applicants.BRG Transaction and Valuation Opinions provides valuation services in support of i) transaction opinions (fairness and solvency opinions), ii) portfolio valuation i...Show more
    Last updated: 10 days ago • Promoted
    Senior Associate - Private Equity Accounting; East Coast Region

    Senior Associate - Private Equity Accounting; East Coast Region

    SS&C Technologies • Boston, MA, United States
    Full-time
    SS&C is a leading financial services and healthcare technology company.Headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries, SS&C serves more than 20,000 financial services...Show more
    Last updated: 30+ days ago • Promoted
    Corporate Deals Tech Senior Associate

    Corporate Deals Tech Senior Associate

    Veterans Staffing • Boston, MA, US
    Full-time
    At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex ...Show more
    Last updated: 3 days ago • Promoted
    Senior Investment Operations Associate - Wealth Management

    Senior Investment Operations Associate - Wealth Management

    Sentry Hill Financial Advisors, Northwestern Mutual • Boston, MA, US
    Full-time
    Senior Investment Operations Associate - Wealth Management 2 days ago Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. Sentry Hill Financial Advisors, ...Show more
    Last updated: 10 days ago • Promoted
    Senior Associate - Strategic Performance Solutions (Private Equity)

    Senior Associate - Strategic Performance Solutions (Private Equity)

    Berkeley Research Group, LLC • Boston, MA, US
    Full-time
    We do Consulting Differently BRG Corporate Finance is a leader in providing multidisciplinary services to lenders, companies, investors, and attorneys. BRG professionals have advised in some of the ...Show more
    Last updated: 10 days ago • Promoted
    Senior Investment Associate

    Senior Investment Associate

    Partners Capital • Boston, MA, United States
    Full-time
    As a rapidly growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced entrepreneurial environment. Client Portfolio Management (Primary Focus) : .The Senior Inves...Show more
    Last updated: 30+ days ago • Promoted
    Portfolio Finance - Senior Associate

    Portfolio Finance - Senior Associate

    Barings • Boston, MA, United States
    Full-time
    At Barings, we are as invested in our associates as we are in our clients.We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills...Show more
    Last updated: 15 days ago • Promoted
    Audit Senior Associate

    Audit Senior Associate

    Boston Staffing • Boston, MA, US
    Full-time
    As an Audit Senior Associate, you'll listen to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit al...Show more
    Last updated: 20 days ago • Promoted
    Senior Associate, Primary Investments

    Senior Associate, Primary Investments

    Harbourvest Partners (U.K.) Limited • Boston, MA, United States
    Full-time
    Senior Associate, Primary Investments page is loaded## Senior Associate, Primary Investmentslocations : Bostontime type : Full timeposted on : Posted Todayjob requisition id : R1945 • •Job Descri...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Associate

    Senior Tax Associate

    Focus Financial Partners • Boston, MA, US
    Permanent
    The individual selected for this opportunity will assist the firm's Tax Manager in providing a broad range of tax planning and compliance support to Focus Partners Wealth's clients and to the busin...Show more
    Last updated: 22 days ago • Promoted
    Boston Private Equity Senior Associate

    Boston Private Equity Senior Associate

    Paul Hastings • Boston, MA, United States
    Full-time
    Senior Associate – Private Equity.Paul Hastings is seeking a Senior Associate to join our Private Equity practice in our Boston Office. This is a unique opportunity for candidates to join a leading ...Show more
    Last updated: 15 days ago • Promoted