Job Title: Tax Senior - Sustainability, Climate & Equity - Renewable Energy
Job Responsibilities:
As a Tax Senior within the Sustainability, Climate and Equity: Renewable Energy practice at the company, you will be responsible for advising clients on tax issues related to renewable energy projects. Your duties will involve working with an experienced team focused on renewable energy and sustainability, collaborating with colleagues across different service lines such as Tax, Advisory, Consulting, and Audit and Assurance. You will play a crucial role in ensuring the accurate and timely completion of deliverables, monitoring current and proposed tax legislation, and implementing client outreach strategies. Specific responsibilities include:
- Supporting renewable energy client engagements and participating in the targeting of new clients.
- Delivering value to clients by identifying opportunities and advising them on potential benefits and eligibility requirements related to various tax credits, including IRC section 48, 45, 45Q, and 45V.
- Preparing tax returns and providing advisory services related to the modeling and structuring of renewable energy tax equity structures, such as partnership flips, sale-leasebacks, and pass-through leases.
- Maintaining and developing strong internal and client relationships.
- Demonstrating sound judgment and a quality-first mentality in evaluating eligibility for various fact patterns.
- Developing processes with colleagues in other technical specialties to perform benefit calculations.
- Collaborating with member firms to execute work streams, such as valuation studies, tax equity modeling, and life cycle assessment studies.
- 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 presenting potential opportunities to assist clients.
- Providing support for various internal initiatives and special tax-related projects.
Education and Experience Information:
Required qualifications for the role include:
- A Bachelor's degree in accounting, finance, law, business administration, economics, or a related field.
- A minimum of 3 years of experience in a related field.
- The 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.
- The ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Demonstrated analytical and research skills, along with 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.
Candidates must also have one of the following active accreditations obtained, in process, or be willing and able to obtain:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible, candidates may be a Licensed Attorney, Enrolled Agent, or hold certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
Preferred qualifications include:
- An advanced degree such as a Masters of Tax, JD, 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.
- A passion for leveraging technology and exploring new technology solutions.
- Previous experience with a Big 4 or large CPA or law firm.
Salary Information:
The wage range for this role takes into account a variety of factors, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The estimated range for the salary is $66,570 to $151,580. 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 depend 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, where an award depends on various factors, including individual and organizational performance.
