Job Title
Tax Senior - Sustainability, Climate & Equity - Renewable Energy
Job Responsibilities
As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, the primary responsibilities include advising clients on tax issues related to renewable energy projects. The role involves collaboration with a passionate team, focusing on renewable energy and sustainability. Responsibilities encompass:
- Supporting renewable energy client engagements and targeting new clients.
- Delivering value by identifying opportunities and advising on benefits and eligibility under 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, such as 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.
- Developing processes with colleagues in other technical specialties to perform benefit calculations.
- Collaborating with member firms to execute work streams, such as 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 assist clients.
- Providing support with various internal initiatives and special tax-related projects.
Education and Experience Information
- A Bachelor's degree in accounting, finance, law, business administration, economics, or a related field is required.
- Candidates must have 3+ years of experience in a related field.
- The role requires the ability to travel up to 25% on average, based on the work and clients served.
- Demonstrated analytical and research skills, along with effective verbal and written communication skills, are essential.
- Proven leadership skills, demonstrating strong judgment, problem-solving, and decision-making abilities, are necessary.
- Experience with Microsoft Office Suite, especially Excel, is required.
- Excellent research and writing skills are essential, as well as excellent presentation and communication skills.
- One of the following active accreditations is required, 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, or, if not CPA eligible, Licensed attorney, Enrolled Agent. Certifications like Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP) are also considered.
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.
- A passion for leveraging technology and exploring new technology solutions.
- Previous experience with Big 4 or large CPA or law firms.
Salary Information
The wage range for this role considers a wide range of factors, including skill sets, experience, training, licensure, certifications, and other business and organizational needs. A reasonable estimate of the current range is $66,570 to $151,580. It is noted that it is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Candidates may also be eligible to participate in a discretionary annual incentive program, subject to program rules, with awards depending on various factors, including individual and organizational performance.
