Senior Associate, Tax Credit Monetization
BDO USA Experienced Career Site Open · verified Oct 22, 2026 At a glance
Senior Tax role at BDO USA Experienced Career Site. Los Angeles · full-time · $73,500–$131,250 base.
financeroles summary, based on the employer's posting.
What you'll do
- Research federal incentives such as energy, New Markets and historic tax credits, then assess client information for eligible opportunities
- Build and check credit calculations and supporting records, and prepare technical memos, tax advice and other client materials
- Compare tax approaches to improve client benefits and reduce exposure, while tracking relevant policy and rule changes
- Resolve project questions with clients and colleagues, help answer federal tax authority inquiries, and contribute to proposals and presentations
- Coach junior tax credit staff and help improve practice tools, processes and client delivery
What you bring
- A bachelor’s degree is required
- At least two years of accounting, tax or finance experience, including internships
- Strong written and spoken communication, organization and project management skills for deadline-driven work
- You can manage assignments both independently and with a team while serving clients across organizational levels
Who this fits
This suits someone building technical tax-credit expertise who can balance analysis, client work and practice development. The role includes training interns and associates. It is based in Los Angeles.
From the employer
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/A
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 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 candidate’s qualifications, experience, skills, and geography.
National Range: $73,500 - $131,250
California Range: $73,500 - $131,250
Ohio Range: $73,500 - $131,250
Colorado Range: $73,500 - $131,250
Illinois Range: $73,500 - $131,250
Maryland Range: $73,500 - $131,250
Massachusetts Range: $73,500 - $131,250
Minnesota Range: $73,500 - $131,250
New Jersey Range: $73,500 - $131,250
NYC/Long Island/Westchester Range: $73,500 - $131,250
Ohio Range: $73,500 - $131,250
Vermont Range: $73,500 - $131,250
Washington Range: $73,500 - $131,250
Washington DC Range: $73,500 - $131,250