Attorney in San Jose, CA

In-House

San Jose, CA

Attorney in San Jose, CA

Non-practicing Attorney

Min 3 yrs required

No

Job Title: Tax Senior, Sustainability Credits – National Federal Tax Services

Job Responsibilities:
As a Senior Consultant within the Sustainability: Gi3 practice, the candidate will be responsible for advising clients on sustainability and social Federal Credits and Incentives (C&I) programs. They will facilitate the analysis and documentation of such opportunities, helping clients achieve their Environmental, Social, and Governance (ESG) goals by understanding relevant government incentives. The responsibilities include:

- Facilitating Federal C&I engagements related to sustainability and ESG, including various programs under the Internal Revenue Code (IRC), such as the Carbon Capture Tax Credit, Investment Tax Credit, Production Tax Credit, Alternative Fuel Vehicle Refueling Property Credit, Qualified Opportunity Zones, and New Markets Tax Credit.
- Delivering value to clients by identifying opportunities and advising them on potential benefits and eligibility requirements.
- Maintaining and developing strong internal and client relationships.
- Demonstrating sound judgment and a quality-first mentality in evaluating eligibility for various scenarios.
- Developing processes with colleagues in other technical specialties and creating materials for benefit calculations.
- Collaborating with member firms, including Advisory and Consulting, to execute work streams like 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 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, engineering, technology, or a related field.
- A minimum of 3 years’ experience in a related field.
- 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.
- Ability to travel up to 25%, on average, based on the work done and the clients and industries/sectors served.
- One of the following accreditations obtained, in process, or 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: Licensed attorney, Enrolled Agent, or certifications such as Project Management Professional (PMP), Chartered Financial Advisor (CFA), Professional Engineer, or GRI.

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.
- Excellent research and writing skills.
- Excellent presentation and communications skills.
- Previous experience with Big 4 or large CPA or law firms.
- Experience with Microsoft Office Suite, especially Excel.

Salary Information:
The wage range for this role takes into account a wide range of factors considered in making compensation decisions, including skill sets, experience and training, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current range is $77,070 to $175,500. Additionally, candidates may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, with awards dependent on various factors, including individual and organizational performance.