Talent.com
Senior Associate, Business Incentives Group - FDII
Senior Associate, Business Incentives Group - FDIIBDO USA • San Francisco, CA, US
Senior Associate, Business Incentives Group - FDII

Senior Associate, Business Incentives Group - FDII

BDO USA • San Francisco, CA, US
23 days ago
Job type
  • Full-time
Job description

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

    Create a job alert for this search

    Senior Associate Group • San Francisco, CA, US

    Related jobs
    Private Equity Senior Associate

    Private Equity Senior Associate

    H&P Executive Search • San Francisco, CA, United States
    Full-time
    Senior Consultant - US Private Equity at H&P.We are partnering with a leading private equity fund based in.The firm has a proven track record of driving growth, digital transformation, and operatio...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate, Business Development

    Senior Associate, Business Development

    VirtualVocations • Concord, California, United States
    Full-time
    A company is looking for a Senior Associate, Business Development Projects.Key Responsibilities Manage proposals, presentations, and RFP responses from kickoff through submission Coordinate time...Show more
    Last updated: 2 days ago • Promoted
    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)

    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)

    Temasek • San Francisco, CA, United States
    Full-time
    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco).Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco).Associate / Sen...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate, Business Operations

    Senior Associate, Business Operations

    VirtualVocations • Santa Clara, California, United States
    Full-time
    A company is looking for a Senior Associate, Business Operations.Key Responsibilities Partner with marketing, product, and business development teams to integrate customer performance insights in...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate- Transaction Advisory Services (TAS)

    Senior Associate- Transaction Advisory Services (TAS)

    EisnerAmper • San Francisco, CA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show more
    Last updated: 30+ days ago • Promoted
    Investment Senior Associate- Industrials

    Investment Senior Associate- Industrials

    Bertram Capital Management • San Francisco, CA, United States
    Full-time
    Bertram Capital is a private equity firm targeting investments in lower middle market companies.Since its inception in 2006, the firm has raised over $4B of capital commitments.Bertram combines ven...Show more
    Last updated: 30+ days ago • Promoted
    Senior Investment Banking Associate - Tech Group

    Senior Investment Banking Associate - Tech Group

    Blacklock Group • San Francisco, CA, United States
    Full-time
    Investment Banking & Private Equity Recruitment / TMT Specialist.This range is provided by Blacklock Group.Your actual pay will be based on your skills and experience — talk with your recruiter to ...Show more
    Last updated: 30+ days ago • Promoted
    Associate Director of Spending Accounts

    Associate Director of Spending Accounts

    VirtualVocations • Concord, California, United States
    Full-time
    A company is looking for an Associate Director, Spending Account Operations.Key Responsibilities Leads and mentors a team in claims administration, funding reconciliation, and data analysis while...Show more
    Last updated: 1 day ago • Promoted
    Senior Associate, Investor Relations and Business Development

    Senior Associate, Investor Relations and Business Development

    The Voleon Group • Berkeley, CA, US
    Full-time
    Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. For nearly two decades, we have led our industry and worked at the ...Show more
    Last updated: 15 days ago • Promoted
    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)

    Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)

    Temasek Holdings • San Francisco, CA, United States
    Permanent
    Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : .Associate / Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco).Temasek is a gr...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate Business Operations

    Senior Associate Business Operations

    VirtualVocations • Concord, California, United States
    Full-time
    A company is looking for a Senior Associate, Business Operations.Key Responsibilities Partner with marketing, product, and business development teams to integrate customer performance insights in...Show more
    Last updated: 4 days ago • Promoted
    Senior Investment Associate - Wix Ventures (Bay Area)

    Senior Investment Associate - Wix Ventures (Bay Area)

    Wix • San Francisco, CA, US
    Full-time
    The Senior Associate - Wix Ventures (Bay Area) will play a key role in expanding our network in the local startup ecosystem. This individual will be responsible for generating deal flow, evaluating ...Show more
    Last updated: 22 days ago • Promoted
    Investment Senior Associate- Industrials NewBay Area

    Investment Senior Associate- Industrials NewBay Area

    Bertram Capital • San Francisco, CA, US
    Full-time
    Investment Senior Associate- Industrials.Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate, Investor Relations

    Senior Associate, Investor Relations

    Prime Residential • San Francisco, CA, US
    Full-time
    Prime Residential is a leading multifamily real estate owner and operator headquartered in San Francisco, with a portfolio spanning more than 20,000 apartment units and $6 billion of AUM across the...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate, Business Tax Services - Private Enterprise

    Senior Associate, Business Tax Services - Private Enterprise

    KPMG • San Francisco, CA, United States
    Full-time
    At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive ne...Show more
    Last updated: 30+ days ago • Promoted
    Senior Associate, BDO Capital - Investment Banking

    Senior Associate, BDO Capital - Investment Banking

    BDO USA • San Francisco, CA, United States
    Full-time
    Senior Associate, BDO Capital - Investment Banking.Job summary : The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing educational background and organizational / project ...Show more
    Last updated: 30+ days ago • Promoted
    Senior Audit Associate - Venture Capital

    Senior Audit Associate - Venture Capital

    Sensiba LLP • Pleasanton, CA, United States
    Full-time
    At Sensiba, we're more than just a Top 75 Accounting Firm - we're a purpose-driven organization committed to making a meaningful impact for our clients, our people, and our communities.Recognized a...Show more
    Last updated: 30+ days ago • Promoted
    Accounting Advisory Senior Associate

    Accounting Advisory Senior Associate

    California Staffing • San Jose, CA, US
    Full-time
    Accounting Advisory Senior Associate.As an Accounting Advisory Senior Associate, you will be responsible for consulting with clients on complex accounting transactions. You will help clients address...Show more
    Last updated: 1 day ago • Promoted