Job Title: Tax Senior - Sustainability, Climate & Equity - Renewable Energy
Job Responsibilities:
As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, the candidate will be responsible for advising clients on tax issues related to renewable energy clients and projects. The role involves working with an experienced team in a growing area focused on renewable energy and sustainability. Key responsibilities include:
- Supporting renewable energy client engagements and participating in targeting new clients.
- Delivering value to clients by identifying opportunities and advising on potential benefits and eligibility for tax credits such as IRC section 48 Investment Tax Credit, IRC section 45 Production Tax Credit, IRC section 45Q Carbon Capture Tax Credit, and IRC section 45V Clean Hydrogen Tax Credit.
- Preparing tax returns and providing advisory services related to modeling and structuring renewable energy tax equity structures, including partnership flip, sale-leaseback, and pass-through lease.
- Maintaining and developing strong internal and client relationships.
- Demonstrating sound judgment and a quality-first mentality with respect to evaluating eligibility for various fact patterns.
- Developing processes with colleagues in other technical specialties and materials to perform benefit calculations.
- Collaborating with member firms, including Advisory and Consulting, to execute work streams such as valuation studies, tax equity modeling, and life cycle assessment studies.
- 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 working with the team to present potential opportunities to assist clients.
- Providing support with various internal initiatives and special tax-related projects.
Education and Experience Information:
Required qualifications for this position include:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
- A Bachelor's degree in accounting, finance, law, business administration, economics, or a related field.
- 3+ years of experience in a related field.
- Ability to travel up to 25%, on average, based on the work and the clients and industries/sectors served.
- Demonstrated analytical and research skills, as well as effective verbal and written communication skills.
- Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities.
- Demonstrated ability to collaborate and proactively develop internal and external working relationships.
- Experience with Microsoft Office Suite, especially Excel.
- Excellent research and writing skills.
- Excellent presentation and communication skills.
- One of the following active 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.
- Certifications: Chartered Financial Advisor (CFA), Certified Financial Planner (CFP).
Preferred qualifications include:
- An advanced degree such as a Masters of Tax, JD, and/or LLM.
- Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities.
- Experience working in a virtual and/or global environment.
- Passion for leveraging technology and exploring new technology solutions.
- Previous Big 4 or large CPA or law firm experience.
Salary Information:
The wage range for this role takes into account various factors considered in making compensation decisions including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate is $66,570 to $151,580. It is noted that at the company, 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.
Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award depends on various factors, including individual and organizational performance.
