Tax Senior, Business Incentives Group

In this role you will lead or support work on identifying, calculating, and documenting tax credits and incentives for clients, and supporting examinations by tax authorities. You will collaborate with senior professionals to prepare workplans, interview client personnel, and produce reports detailing benefits and supporting facts. You will also train and mentor interns and associates to enable high-quality service. This position offers opportunities to deepen tax knowledge, manage projects, and contribute to client growth within a supportive ESOP-driven firm culture.

• ESOP ownership
• Total Rewards benefits
• strong relationships and community focus
• career development opportunities
• competitive compensation
• meaningful work and leadership investment

• Lead or participate in client interviews to document qualifying activities and costs
• Prepare or review calculations, cost schedules, and descriptions of qualified activities
• Organize workpapers to minimize revisions and meet due dates
• Prepare or review final client deliverables describing analysis and results
• Research potential new clients and assess tax positions for opportunities
• Operate online research tools to gather tax, legal, industry information
• Maintain up-to-date tax knowledge and educate oneself on strategies
• Comply with industry standards and BDO Tax Quality Manual
• Train and mentor BIG Interns, Associates, and possibly other Senior Associates

• Two (2) or more years of experience in accounting, tax, or finance
• Bachelor's degree, required
• Experience in research and development or other tax consulting roles preferred
• Experience in preparing/reviewing tax provisions, corporate taxation, consolidations, and partnerships preferred
• Currently holds or pursuing CPA, Enrolled Agent, or JD preferred
• Advanced proficiency in MS Office (Excel, Word) preferred

• Excellent verbal and written communication
• Entrepreneurial spirit and leadership mentality
• Ability to interact with all organizational levels
• Microsoft Excel
• Microsoft Word
• Tax research