BDO USA · 3 days ago
Managing Director, BDO Capital Advisors - Tax Equity Advisors
United States
Full-time
Remote
Senior Level, Lead/Staff
$250K/yr - $300K/yr
10+ years expBDO USA is a leading accounting and advisory organization, and they are seeking a Managing Director for BDO Capital Advisors. This role involves advising clients through tax equity and project finance transactions while driving business development and managing a team to ensure successful execution of transactions.
AccountingConsultingFinancial Services
Responsibilities
Originates, structures, and executes tax credit transfers, tax equities and other similar project finance advisory engagements, managing financial, tax, and business due diligence assistance for companies and/or investors
Engages in business development activities by marketing services to both external clients and internal partners, developing client networks, and supporting efforts in developing and executing sales and marketing strategies
Networks with prospects to build revenue producing relationships
Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions
Collaborates with external legal, tax, and advisory professionals to ensure deal execution
Reviews transaction documents, providing insights to clients for negotiations
Identifies pre- and post-close business opportunities and enhances go-to market strategies
Commits to satisfying internal and external customers
Other duties as assigned
Manages efforts of the team providing guidance with an apprenticeship approach
Directs due diligence meetings, and drafts and reviews tailored due diligence reports specific to key issues
Manages and coordinates the approach of clients throughout the entire transaction process
Acts as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, managing the closing process, and providing real time feedback and guidance to client and diligence providers for timely and efficient product delivery
Leads the day-to-day execution of transactions, including due diligence, data room review, and the commercial negotiation of contracts and other agreements
Qualification
Required
Bachelor's Degree in Accounting, Finance, or Economics
Ten (10) or more years of experience in tax equity, project finance, or a similar capital advisory role
Experience successfully managing and leading a team of VPs, associates and/or analysts both in person and remotely
FINRA Series 79 license, or in active pursuance of licensure
Proficient in the use of Microsoft Office Suite
Strong business acumen, with analytical and problem-solving skills, as well as the ability to understand how business model decisions impact performance
Experience reviewing tax equity and other project finance models
Comfort with ambiguity and fluid client situations
Strong time management skills with the ability to multi-task and prioritize projects to meet simultaneous, multiple deadlines in a fast-paced environment
Advanced analytical and modeling skills with attention to detail
Excellent written and verbal communication with a polished/professional demeanor
Must be a team player with the ability to work cohesively with colleagues and clients
Self-motivated and work well under pressure with pro-active follow-up skills
Ability to travel for client meetings/events during regular work hours, evenings, and/or weekends
Preferred
MBA degree
Benefits
Employee Stock Ownership Plan (ESOP)
Flexibility and opportunities for advancement
Comprehensive compensation and Total Rewards benefits
Company
BDO USA
BDO USA renders taxation, audit, assurance, advisory, and business outsourcing services to companies across all sectors of the economy.
10001+ employees
H1B Sponsorship
BDO USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (92)
2024 (101)
2023 (119)
2022 (151)
2021 (105)
2020 (199)
Funding
Current Stage
Late StageTotal Funding
$1.3BKey Investors
Apollo
2023-08-15Debt Financing· $1.3B
Leadership Team
Wayne Berson
CEO and BDO Principal
Catherine Moy
Chief People Officer
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