Attorney in Chicago, IL

In-House

Chicago, IL

Attorney in Chicago, IL

Non-practicing Attorney

Min 3 yrs required

No

Job Title: Tax Senior - Credits & Incentives

Job Responsibilities:
- Identify eligible federal Credits & Incentives (C&I) generating activities and manage and facilitate the analysis and documentation of such opportunities.
- Collaborate proactively with colleagues across all departments including Tax, Advisory, Consulting, and Audit and Assurance.
- Manage 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.
- Deliver value to clients by identifying opportunities and advising them on potential benefits and eligibility requirements.
- Maintain and develop strong internal and client relationships.
- Leverage extensive technical skills to solve complex issues and demonstrate sound judgment and instincts in evaluating complex scenarios involving various credits and incentives opportunities.
- Develop, mentor, and motivate Consultants, providing counseling and career guidance.
- Identify potential issues, propose solutions to leadership, and implement process improvement strategies.
- Ensure accurate and timely delivery of engagement deliverables such as presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses.
- Monitor legislative and regulatory tax developments and work with the team to present potential opportunities to assist clients.

Education and Experience Information:
- Required: Bachelor’s degree in accounting, finance, engineering, technology, or a related field.
- Required: 3+ 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.
- Demonstrated analytical and research skills, as well as effective verbal and written communication skills.
- Demonstrated ability to collaborate and proactively develop internal and external working relationships.
- Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities.
- One of the following 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, Project Management Professional (PMP), Chartered Financial Advisor (CFA), Professional Engineer.
- Preferred: Advanced degree such as Masters of Tax, JD, and/or LLM.
- Preferred: Experience with tax technical research (., CCH, Hein, Lexis, RIA, etc.).
- Preferred: Experience with Federal or State and Local C&I.
- Preferred: Experience with sustainability technologies or environmental sciences.
- Preferred: Previous Big 4 or large CPA or law firm experience.

Salary Information:
- The wage range for this role is estimated to be between $66,570 and $151,580.
- Participation in a discretionary annual incentive program may be available, subject to the rules governing the program, which depends on various factors, including individual and organizational performance.

Additional Information:
- Ability to perform job responsibilities within a hybrid work model requiring 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 and clients served.