Job Title: Tax Senior, Sustainability Credits – National Federal Tax Services
Job Responsibilities:
As a Senior Consultant within the Sustainability: Gi3 practice, the individual will play a crucial role in advising clients on sustainability and social Federal Credits and Incentives (C&I) programs. The responsibilities include facilitating the analysis and documentation of opportunities related to these programs, which many businesses might lack the resources to address. The consultant will assist clients in achieving their Environmental, Social, and Governance (ESG) goals by understanding relevant government incentives. The role involves working collaboratively with a team focused on sustainability and ESG and collaborating with colleagues across various departments such as Tax, Advisory, Consulting, and Audit and Assurance.
Key responsibilities include:
- Facilitating Federal C&I engagements related to sustainability and ESG under the Internal Revenue Code (IRC), including programs like IRC section 45Q Carbon Capture Tax Credit, IRC section 48 Investment Tax Credit, and others.
- Delivering value to clients by identifying opportunities and advising on potential benefits and eligibility requirements.
- Developing and maintaining strong internal and client relationships.
- Demonstrating sound judgment in evaluating eligibility for various fact patterns.
- Collaborating with colleagues in other technical specialties to perform benefit calculations.
- Identifying potential issues, proposing solutions, and implementing process improvement strategies.
- Ensuring accurate and timely delivery of engagement deliverables, such as presentation decks, executive summaries, and IRS audit responses.
- Monitoring legislative and regulatory tax developments and working with the team to present potential opportunities to assist clients.
- Providing support for various internal initiatives and special tax-related projects.
Education and Experience Information:
Required:
- Ability to perform job responsibilities within a hybrid work model, requiring 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.
- More than 3 years of experience in a related field.
- Demonstrated analytical and research skills, along with effective verbal and written communication skills.
- Proven leadership skills with strong judgment, problem-solving, and decision-making abilities.
- Ability to collaborate and develop internal and external working relationships proactively.
- Willingness to travel up to 25% based on the work and the clients and industries served.
- One of the following accreditations obtained, in process, or willing and able to obtain: Licensed CPA, Licensed attorney, Enrolled Agent, Project Management Professional (PMP), Chartered Financial Advisor (CFA), Professional Engineer, or GRI.
Preferred:
- An advanced degree such as Masters of Tax, JD, and/or LLM.
- Strong organizational and time management skills with the ability to work independently and manage multiple priorities.
- Experience working in a virtual and/or global environment.
- Passion for leveraging technology and exploring new technology solutions.
- Excellent research and writing skills, along with excellent presentation and communication skills.
- Previous experience with a Big 4 or large CPA or law firm.
- Proficiency with Microsoft Office Suite, especially Excel.
Salary Information:
The wage range for this role considers various factors such as skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range estimate is $77,070 to $175,500. It is not typical for an individual to be hired at or near the top of the range, as compensation decisions depend on the facts and circumstances of each case. Additionally, there may be eligibility to participate in a discretionary annual incentive program, subject to the rules governing the program, with awards based on individual and organizational performance.
