Attorney in Pittsburgh, PA

In-House

Pittsburgh, PA

Attorney in Pittsburgh, PA

Non-practicing Attorney

Min 1 yrs required

No

Job Title:
Tax Consultant II - Credits & Incentives

Job Responsibilities:
As a Tax Consultant II in the Global Investment and Innovation Incentives (Gi3) practice, the primary responsibilities involve identifying eligible federal Credits and Incentives (C&I) generating activities and managing the analysis and documentation of such opportunities. This role requires collaboration with colleagues across various departments, including Tax, Advisory, Consulting, and Audit and Assurance. Key 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 to solve complex issues in a given industry/service offering.
- Demonstrating sound judgment and instincts when evaluating complex scenarios involving various credits and incentives opportunities.
- Developing, mentoring, and motivating Consultants by providing counseling and career guidance.
- 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 working with the team to present potential opportunities to assist clients.

Education and Experience Information:
Required:
- 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 and clients served.
- Bachelor's degree in accounting, finance, engineering, technology, or related field.
- 1+ years of 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 the 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
- If not CPA eligible:
- 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.
- 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.
- Previous Big 4 or large CPA or law firm experience.

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 disclosed range estimate, which has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled, is $70,720 to $120,960. 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.