Tax Senior - Credits & Incentives

Min 3 yrs required

Full-time

No

# Tax Senior - Credits & Incentives

Deloitte's Global Investment and Innovation Incentives (Gi3) practice provides clients a broad range of government credits and incentives (C&I) services across more than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive tax C&I services.

## Job Description

As a Tax Senior - Credits & Incentives, you will identify eligible federal C&I generating activities and manage and facilitate the analysis and documentation of such opportunities. You will work with an experienced and passionate team in a growing area, proactively collaborating with colleagues across all member firms – Tax, Advisory, Consulting, and Audit and Assurance. Responsibilities will include:

- Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offerings
- Delivering value to clients by identifying opportunities and advise clients on potential benefit and eligibility requirements
- Maintaining and developing strong internal and client relationships
- Leveraging technical skills to solve complex issues
- Demonstrating sound judgement and instincts with respect to evaluating complex scenarios involving various credits and incentives opportunities
- Developing, mentoring, and motivating Consultants, providing counseling and career guidance
- Identifying potential issues and proposing solutions to leadership, as well as implementing process improvement strategies
- Ensuring accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses
- Monitoring legislative and regulatory tax developments and work with the team to present potential opportunities to assist clients

## Qualifications

-
- 3+ years' experience in related field
- Proven knowledge of R&D tax incentives experience and/or experience with New Markets Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits
- Demonstrated analytical and research skills, as well as effective verbal and written communication skills
- Demonstrated ability to collaborate and proactively develop internal and external working relationships
- Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
- One of the following accreditations obtained, in process, or willing and able to obtain:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- Project Management Professional (PMP)
- Chartered Financial Advisor (CFA)
- Professional Engineer

## Preferred Qualifications

- Advanced degree such as Masters of Tax, JD, and/or 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 Range

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. 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 dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580. You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

## Locations

The same job is available in the following 17 locations:

- Atlanta, Georgia, United States
- Boise, Idaho, United States
- Charlotte, North Carolina, United States
- Chicago, Illinois, United States
- Dallas, Texas, United States
- Detroit, Michigan, United States
- Houston, Texas, United States
- Las Vegas, Nevada, United States
- Los Angeles, California, United States
- McLean, Virginia, United States
- New York, New York, United States
- Philadelphia, Pennsylvania, United States
- Pittsburgh, Pennsylvania, United States
- Salt Lake City, Utah, United States
- San Jose, California, United States
- Seattle, Washington, United States
- Tempe, Arizona, United States

## Our Team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of several tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. The Global Investment & Innovation In

Healthcare, 401K

R&D tax incentives experience, New Markets Tax Credits, Qualified Opportunity Zones, Renewable Energy tax credits

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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