Job Title: Tax Senior - Sustainability, Climate & Equity - Renewable Energy
Job Responsibilities:
As a Tax Senior within the Sustainability, Climate and Equity: Renewable Energy practice, the candidate will be responsible for advising clients on tax issues related to renewable energy projects. This involves working with an experienced team focused on renewable energy and sustainability, collaborating with colleagues across various departments including Tax, Advisory, Consulting, and Audit and Assurance. The role requires the candidate to facilitate workstreams effectively, identify process improvements, and explore opportunities for new services. The candidate will ensure accurate and timely completion of deliverables and monitor current and proposed tax legislation related to renewable energy and sustainability.
Key responsibilities include:
- Supporting renewable energy client engagements and participating in targeting new clients.
- Delivering value to clients by identifying opportunities and advising on eligibility requirements for various tax credits such as IRC section 48 Investment Tax Credit, IRC section 45 Production Tax Credit, IRC section 45Q Carbon Capture Tax Credit, and IRC section 45V Clean Hydrogen Tax Credit.
- Preparing tax returns and providing advisory services related to the modeling and structuring of renewable energy tax equity structures, including partnership flip, sale-leaseback, and pass-through lease.
- Maintaining and developing strong internal and client relationships.
- Demonstrating sound judgment and a quality-first mentality in evaluating eligibility for various fact patterns.
- Collaborating with member firms to execute work streams like 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 clients.
- Providing support with 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 co-location in person 2-3 days per week.
- The ability to travel up to 25% based on work requirements.
- Demonstrated analytical and research skills, effective verbal and written communication skills, and proven leadership abilities.
- Experience with Microsoft Office Suite, especially Excel, and excellent research and writing skills.
- One of the following active accreditations obtained, in process, or willing and able to obtain: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed attorney, Enrolled Agent, Chartered Financial Advisor (CFA), or Certified Financial Planner (CFP).
Preferred qualifications include:
- An advanced degree such as a 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.
- 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 considers various factors including skill sets, experience and training, licensure and certifications, and other business and organizational needs. The current estimated range is $66,570 to $151,580. 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 based on individual and organizational performance.
