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 and clients. This involves working with a dedicated and experienced team focused on renewable energy and sustainability. The role requires collaboration with colleagues across various departments such as Tax, Advisory, Consulting, and Audit and Assurance. Key duties include:
- Supporting renewable energy client engagements and targeting new clients.
- Delivering value by identifying opportunities and advising on potential benefits and eligibility requirements related to various tax credits, including 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 and performing benefit calculations.
- 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 assist clients.
- Providing support with various internal initiatives and special tax-related projects.
Education and Experience Information:
Required qualifications include a Bachelor's degree in accounting, finance, law, business administration, economics, or a related field. Candidates should have 3+ years of experience in a related field. The role requires the ability to perform job responsibilities within a hybrid work model, with US Tax professionals required to co-locate in person 2-3 days per week. Candidates should be willing to travel up to 25%, on average, depending on the work and clients served. Essential skills include demonstrated analytical and research capabilities, effective verbal and written communication skills, proven leadership skills with strong judgment, problem-solving, and decision-making abilities. Experience with Microsoft Office Suite, especially Excel, is necessary, along with excellent research and writing skills, and presentation and communication skills. Candidates must have one of the following active accreditations 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; if not CPA eligible, then a Licensed attorney, Enrolled Agent, or certifications such as Chartered Financial Advisor (CFA) or Certified Financial Planner (CFP).
Preferred qualifications include an advanced degree such as a Masters of Tax, JD, or LLM, strong organizational and time management skills with the 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, and previous experience with Big 4 or large CPA or law firm.
Salary Information:
The wage range for this role considers various factors such as skill sets, experience and training, licensure and certifications, and other business and organizational needs. The current range is estimated to be $66,570 to $151,580. At the company, 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, subject to the rules governing the program, where an award, if any, depends on various factors, including individual and organizational performance.
