Job Title: Tax Manager - Credits & Incentives
Job Responsibilities:
As a Tax Manager in the Credits & Incentives (C&I) team, you will play a crucial role in identifying eligible federal credits and incentives generating activities and managing the analysis and documentation of such opportunities. Your responsibilities will include:
- Managing federal credits and incentives opportunities, such as 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 advising them on potential benefits and eligibility requirements.
- Maintaining and developing strong internal and client relationships.
- Leveraging your extensive technical skills to solve complex issues related to credits and incentives opportunities.
- Demonstrating sound judgment and instincts in evaluating complex scenarios involving various credits and incentives.
- Developing, mentoring, and motivating Consultants and Senior 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 working with the team to present potential opportunities to assist clients.
Education and Experience Information:
Required Qualifications:
- Ability to perform job responsibilities within a hybrid work model, requiring US Tax professionals to co-locate in person 2 – 3 days per week.
- Ability to travel up to 25% on average, based on the work you do and the clients and industries/sectors you serve.
- Bachelor's degree in accounting, finance, engineering, technology, or a related field.
- 5+ years' experience in a 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.
- Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities.
- One of the following active accreditations obtained:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- PE (Professional Engineer)
Preferred Qualifications:
- Advanced degree such as MST, LLM, or JD.
- 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.
- Big 4 experience or large CPA or law firm experience.
- 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.
Salary Information:
The wage range for this role takes into account the wide range of factors 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. A reasonable estimate of the current range is $89,180 to $203,060. 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.
