BDO · 5 days ago
BDO Capital- Senior Associate- ESOP Advisory
1180 Peachtree St NE, Atlanta, GA, 30309, US
Full-time
Onsite
Mid, Senior Level
$74K/yr - $131K/yr
2+ years expBDO is a leading accounting and advisory firm committed to helping people thrive every day. The Senior Associate ESOP Advisory role involves data collection, modeling, valuation, and analysis work for feasibility projects, while also supporting transaction execution and project management.
AccountingBusiness DevelopmentFinancial ServicesOutsourcing
Responsibilities
Modeling assignments will vary by project but will focus on our valuation and leveraged buy-out models
Manipulates data for ad-hoc projected related modeling
Reviews associates and interns work
Optimizes the best tax structure for the client; ESOP accounting and tax consulting are a main component of phase I feasibility work
Collecting and analyzing data is a daily component in this role
Adjusts project work based on client sophistication and/or needs is key to success in this role
Analyzes various industries for the creation of Confidential Information Memorandums (“CIM”)
Manages timelines while managing expectations of client and Vice Presidents/Directors/Managing Directors is key in this role
Collaborates with associates and interns to achieve project deadlines
Communicates in a clear, concise, and professional manner with clients who will be owners and/or C-level executives
Creates client deliverables in PowerPoint
Assists with marketing materials
Assists in development of ESOP advisory associates/interns to enhance professional development
Qualification
Required
Bachelor's degree in Economics, Finance, or Accounting, required
Minimum of two (2) or more years of prior work experience in ESOP sell side advisory, ESOP trustee buy side, investment banking, valuation, accounting, and/or strategic service consulting, required
High proficiency both verbal and written communication skills (including business writing skills), required
Ability to successfully interact with professionals at all levels, including client executives and owners
Strong analytical and research skills
Solid organizational skills
Ability to meet project deadlines with a focus on details
Ability to successfully multi-task while working independently or within a group environment
Able to effectively manage a team of professionals, and delegate work assignments as needed
Build and maintain strong relationships with internal and client personnel
Encourage team environment on engagements, and contribute to the professional development of assigned personnel
Moderate knowledge and understanding of ESOP tax benefits
Preferred
Master's degree in Economics, Finance, Accounting, or an MBA, preferred
Recent experience with financial modeling and experience conducting financial analysis in Excel, preferred
Advanced experience using Excel to manipulate data in client related projects, preferred
CPA or CFA, preferred
FINRA Series 79, 63, 7, preferred
Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
Power BI and Visual Basic for Applications (VBA), highly preferred
Benefits
Employee Stock Ownership Plan (ESOP)
Comprehensive compensation and Total Rewards benefits
Company
BDO
BDO is the leading provider of professional services within the mid-tier of our profession.
10001+ employees
H1B Sponsorship
BDO 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 StageLeadership Team
Barbara Derus
Managing Partner South Central Region - Transfer Pricing
Benjamin Russell
Managing Partner, Transfer Pricing - East Region at BDO
Recent News
2025-10-22
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2025-10-21
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2025-10-09
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