Senior Associate, Tax Equity Advisors, BDO Capital Advisors
$60.10 - $84.13 per hour
Apply now (opens in a new tab)Senior Associate, Tax Equity Advisors, BDO Capital Advisors
L6
$60.10 - $84.13 per hour
Occupations
Financial Specialists, All OtherAccountants and AuditorsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceAdministrative Management and General Management Consulting ServicesOther Management Consulting Services- Supports the execution and the origination of tax credit transfer, tax equity, and similar project finance advisory engagements through workstreams and deliverable development
- Performs financial, tax, and business due diligence support, including data request tracking, data room review, and issue identification
- Analyzes client financial and operating information to identify historical and projected trends, working capital considerations, potential liabilities, and transaction risks
- Builds and refines transaction analyses and supporting schedules, including sensitivity analyses and key assumption documentation
- Drafts sections of diligence reports, presentations, client-ready materials and key findings
- Coordinates with external legal, tax, and advisory professionals to support deal execution milestones and information flow
- Reviews transaction documents and summarizes key terms, open items, and negotiation considerations for internal and client stakeholders
- Maintains engagement workplans, deliverable trackers, and internal status updates to support timely execution
- Supports business development efforts by completing market research, maintaining CRM/pipeline inputs, assisting with proposals, and preparing marketing materials
- Participates in networking and industry events to support relationship development and market visibility
- Provides guidance to junior team members on workpaper quality, analytical approaches, and deliverable formatting
- Other duties as required
- Bachelor's Degree in Accounting, Finance, or Economics, required
- Master of Business Administration, preferred
- ExperienceThree (3) or more years of experience in tax equity, tax credit transfer, project finance, or a similar capital advisory role, required
- Excellent verbal and written communication skills with a polished/professional demeanor Superior analytical and research skills Strong organizational skills with exceptional attention to detail
- Comfort with ambiguity and fluid client situations Self-motivated with proactive follow-up skills; ability to work both independently and cohesively with colleagues and clients
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously Ability to successfully interact with professionals at all levels
- Ability to travel, as necessary
Level
LeadL6
Salary
$60.10 - $84.13 per hour
Location
Seattle, WA
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
today
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