Job Title: Tax Manager - Credits & Incentives
Job Responsibilities:
As a Tax Manager in the Global Investment and Innovation Incentives (Gi3) practice, you will play a crucial role in identifying eligible federal credits and incentives (C&I) generating activities. You will manage and facilitate the analysis and documentation of these opportunities, often navigating unfamiliar territory for businesses that may not have the resources to keep up with evolving legislation. You will work collaboratively with colleagues across various departments, such as Tax, Advisory, Consulting, and Audit and Assurance. The responsibilities 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 extensive technical skills developed through growing reputation in a given industry/service offering to solve complex issues.
- Demonstrating sound judgment and instincts with respect to evaluating complex scenarios involving various credits and incentives opportunities.
- 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 for this role 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.
- 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 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 include:
- 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 various factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. The disclosed range estimate is $89,180 to $203,060. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions are dependent on the facts and circumstances of each case. Additionally, you may be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, with awards depending on various factors, including individual and organizational performance.
Benefits:
Company offers a broad range of benefits and values its people, providing opportunities for professional development and an inclusive culture that empowers individuals to contribute their unique perspectives. The company's purpose is to make an impact that matters for its people, clients, and communities, with opportunities for growth through mentorship and professional development programs.
