Senior Associate, Tax Credit Monetization

Job-:
Generalist

Location:

Los Angeles, CA, United States;
Seattle, WA, United States;
Denver, CO, United States

Schedule:

Full time Posted:
Closes:

Job Summary:

The Senior Associate, Tax Credit Monetization, supports the delivery of monetizable tax credit services, with a focus on federal incentives such as energy tax credits and the New Markets Tax Credit. This tax consulting role assists clients in identifying, documenting, and optimizing tax credit opportunities while ensuring compliance with relevant tax laws and regulations. The Senior Associate collaborates with team members and clients across diverse industries, providing technical analysis, structuring guidance, written tax advice, and recommendations to minimize tax liabilities and exposures.

This position offers opportunities for professional growth in technical expertise, project management, and client service, while contributing to business development and practice management initiatives.

Job Duties:

Tax Consulting Conducts research on federal tax incentives, including but not limited to various energy tax credits, New Markets Tax Credit, Historic Tax Credit Analyzes client data to identify eligible tax credits and incentives

Prepares and reviews tax credit calculations and documentation support as part of project analyses Prepares and reviews technical memoranda, written tax advice, and client deliverables

Evaluates alternative tax strategies to optimize client benefits and minimize tax exposures

Monitors changes in tax policy and regulations relevant to tax credit monetization practice

Communicates with clients and internal teams to clarify technical issues and project requirements

Assists with responses to inquiries from federal tax authorities Participates in marketing and business development activities, including the preparation of proposals and presentations

Collaborates with colleagues across business lines to deliver integrated client solutions

Contributes to the development and improvement of practice tools and processes

Other duties as required

Supervisory Responsibilities Trains and mentors Tax Credit Monetization 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 tax consulting roles (e.g., energy credit, new markets tax credit, accounting methods, R&D Tax Credit ), 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 (or the equivalent of one of these designations), preferred

Software:

Advanced proficiency in the use of Microsoft Office Suite, especially Microsoft Excel & Word, preferred Language:

N/AOther 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 Tax Credit Monetization 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…