In-House
Houston, TX
Attorney in Houston, TX
Non-practicing Attorney
Min 3 yrs required
No
Job Title:
Tax Senior - Credits & Incentives
Job Responsibilities:
As a Tax Senior in the Credits & Incentives (C&I) area, you will be responsible for identifying eligible federal C&I generating activities and managing the analysis and documentation of such opportunities. This role involves working in unfamiliar territory for businesses that may not have the personnel or resources to keep up with evolving legislation or complete the necessary paperwork for claims. Key responsibilities include:
- Managing federal credits and incentives opportunities, including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, and Sustainability and Renewable Energy tax credits.
- Delivering value to clients by identifying opportunities and advising on potential benefits and eligibility requirements.
- Maintaining and developing strong internal and client relationships.
- Leveraging extensive technical skills to solve complex issues.
- Demonstrating sound judgment and instincts in evaluating complex scenarios involving various credits and incentives opportunities.
- Developing, mentoring, and motivating Consultants, providing counseling and career guidance.
- Identifying potential issues, proposing solutions to leadership, and implementing process improvement strategies.
- Ensuring accurate and timely delivery of engagement deliverables, including 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.
Education and Experience Information:
Required qualifications for this position include:
- Ability to perform responsibilities within a hybrid work model, co-locating in person 2-3 days per week.
- Ability to travel up to 25% on average.
- A Bachelor's degree in accounting, finance, engineering, technology, or a related field.
- A minimum of 3 years of experience in a related field.
- Proven knowledge of R&D tax incentives and/or experience with New Markets Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits.
- Demonstrated analytical and research skills, as well as strong verbal and written communication skills.
- Ability to collaborate and proactively develop internal and external working relationships.
- Strong organizational and time management skills with the ability to work independently and manage multiple priorities.
- One of the following accreditations obtained, in process, or willing to obtain: Licensed CPA, Licensed attorney, Enrolled Agent, Project Management Professional (PMP), Chartered Financial Advisor (CFA), or Professional Engineer.
Preferred qualifications include:
- An advanced degree such as a Masters of Tax, JD, and/or LLM.
- Experience with tax technical research tools (., CCH, Hein, Lexis, RIA).
- Experience with Federal or State and Local C&I.
- Experience with sustainability technologies or environmental sciences.
- Previous experience with a Big 4 or large CPA or law firm.
Salary Information:
The wage range for the Tax Senior position considers various factors, including skill sets, experience, training, licensure, certifications, and organizational needs. The disclosed wage range is $66,570 to $151,580, although compensation decisions depend on the specific facts and circumstances of each case. It is not typical for an individual to be hired at or near the top of the range. Additionally, candidates may be eligible to participate in an annual discretionary incentive program, which is subject to the rules governing the program and dependent on individual and organizational performance.
Jun 11, 2025
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May 21, 2025
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