Tax Senior - Credits & Incentives

Min 3 yrs required

Full-time

No

Tax Senior - Credits & Incentives - Job Summary

- Company: Deloitte Tax LLP
- Job Title: Tax Senior - Credits & Incentives
- Job Type: Full-time
- Experience: 3+ years
- Location: 39 locations (nationwide)
- Salary: $66,570 - $151,580 (depending on qualifications and experience)

Deloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice offers a wide range of government credits and incentives services to clients in over 150 countries and regions worldwide. With a team of over 1,000 practitioners, the Gi3 tax team specializes in providing comprehensive tax services for credits and incentives.

If you are passionate about sustainability, community development, or cutting-edge research and development and have experience in credits and incentives, then a career in Deloitte Tax LLP's Gi3 service line may be the perfect fit for you. Join a team of proven innovators and work with some of the world's largest companies in a variety of industries.

As a Senior, you will be responsible for identifying eligible federal credits and incentives generating activities and managing the analysis and documentation of these opportunities. This may be unfamiliar territory for businesses without the necessary personnel or resources, and your expertise will be invaluable in navigating the ever-evolving legislation and completing necessary paperwork. You will work with a passionate and experienced team, collaborating with colleagues from Tax, Advisory, Consulting, and Audit and Assurance.

The ideal candidate will be invested in the team's success and effectively manage workstreams while identifying process improvements and new service opportunities. You will also ensure timely and accurate completion of deliverables, monitor tax legislation, and develop client outreach strategies.

Responsibilities:

- Manage federal credits and incentives opportunities such as Research and Development tax credits, New Markets Tax Credit, Qualified Opportunity Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentives
- Identify potential opportunities for clients and advise on eligibility requirements
- Maintain strong internal and client relationships
- Utilize your technical skills and expertise to solve complex issues
- Mentor and motivate consultants, providing career guidance and counseling
- Identify potential issues and propose solutions to leadership, implementing process improvement strategies
- Ensure timely and accurate delivery of engagement deliverables, including presentations, executive summaries, credit calculations, completed tax forms, supporting files, and IRS audit responses
- Monitor legislative and regulatory tax developments and present opportunities to assist clients

The Team:

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that offers various tax service offerings. The Global Investment & Innovation Incentives (Gi3) tax team specializes in providing comprehensive tax credit and incentive services, including Research and Development credits, New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credits. These benefits are available for activities conducted in the United States and research performed in over 30 other countries.

Qualifications:

Required:

- Ability to work within a hybrid work model (in-person 2-3 days per week)
- Ability to travel up to 25% (based on work and client needs)
-
- 3+ years of related experience
- Knowledge of R&D tax incentives and/or experience with New Markets Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits
- Strong analytical and research skills and effective communication (verbal and written)
- Ability to collaborate and develop relationships
- Organizational and time management skills, with the ability to work independently and manage competing priorities
- One of the following accreditations (or willingness to obtain):
- CPA in state of practice/primary office (if eligible to sit for the CPA)
- Licensed attorney
- Enrolled Agent
- Project Management Professional (PMP)
- Chartered Financial Advisor (CFA)
- Professional Engineer

Preferred:

- Advanced degree (Masters of Tax, JD, LLM)
- Experience with tax technical research (., CCH, Hein, Lexis, RIA, etc.)
- Experience with Federal or State and Local C&I
- Experience with sustainability technologies or environmental sciences
- Previous Big 4 or large CPA or law firm experience

Salary Information:

The wage range for this role takes into account various factors, including skill sets, experience, training, licensure and certifications, and other business and organizational needs. The disclosed range estimate does not include any applicable geographic differentials. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are based on individual circumstances. A reasonable estimate of the current range is $66,570 to $151,580.

In addition to base salary, employees may also be eligible for participation in a discretionary annual incentive program, subject to program rules and regulations.

Deloitte is an equal opportunity employer and values diversity, equity, and inclusion. We are committed to creating a workplace where individuals can be themselves, contribute their unique perspectives, and make a difference. Our inclusive culture encourages collaboration, creativity, and innovation to solve our clients' most complex challenges.

At Deloitte, our purpose is to make an impact that matters for our clients, people, and communities. We are focused on advancing sustainability, equity, and trust, and our core commitments guide our actions. We offer opportunities for professional development, from on-the-job learning to formal training programs, and mentorship. Our people and culture make Deloitte one of the most rewarding places to work.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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Sustainability, Community Development, Research and Development, Tax Incentives, Tax Credits, Tax Planning, Compliance, Tax Legislation, Tax Regulation, Tax Forms, IRS Audit, Tax Technical Research, Sustainability Technologies, Environmental Sciences, Project Management, Financial Advisory, Professional Engineering

Bachelor's degree in accounting, finance, engineering, technology, or related field

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Qualification and Experience Bachelor's degree in accounting, finance, engineering, technology, or related field

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