Senior Manager, Tax Credits & Incentives
Baker Tilly US
full-time
Posted on:
Location Type: Hybrid
Location: Seattle • Arizona • California • United States
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Salary
💰 $134,530 - $255,070 per year
Job Level
About the role
- Be a trusted advisor to middle market clients by providing strategic tax credit consulting services that includes: Work with other industry experts to document eligibility and qualification of clients for certain federal and state tax credits
- Identify purchasers of federal and state tax credits able to be transferred
- Close tax credit transactions along with mitigating risk to tax credit purchasers
- Research and draft technical memoranda related to tax credit matters
- Support industry experts with tax technical issues
- Develop industry thought leadership including writing internal and external articles and preparing internal and external presentations
- Develop an understanding of each client’s business and become a functional expert in the relevant technical area
- Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the community
- Coordinate with C&I leadership to drive opportunities through existing and prospective clients and be part of further building and training the team.
- Invest in your professional development individually and through participation in firm wide learning and development programs
- Act as a career advisor to associates, seniors and managers
- Review work prepared by Senior Associate and Manager professionals and work with Directors and Partners on client optimization strategies
Requirements
- Bachelor’s degree in Accounting, Finance, Economics, Engineering, Computer Science or other related field required; Masters or advanced degree preferred
- CPA, EA or bar membership or other approved certification required
- Minimum of Seven (7)+ year(s) of work experience in tax C&I consulting, preferably federal and/or state statutory credits, including those related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones and Work Opportunity Tax Credit or other equivalent experience
- 2+ year(s) of management experience, mentoring and counseling team members is desired
- Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the 'big picture' as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
- Eligibility to work in the U.S., without sponsorship, highly preferred
- Prior success in leading key business development, project delivery and practice development activities preferred
- Demonstrate success to the firm around practice development, providing thought leadership and meeting target sales goals by having an established network and participating in various market facing activities, such as industry presentations, webcasts, professional networking events, etc.
- Excellent verbal and written communication skills
- Must be a highly motivated self-starter and have experience in managing multiple client engagements
- Creative problem solving and research skills.
Benefits
- Professional development
- Equal opportunity employer
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax credit consultingfederal tax creditsstate tax creditstax credit transactionstechnical memorandaclient engagement managementbillings and collectionsbusiness developmentproject deliverypractice development
Soft Skills
client servicementoringleadershipnetworkingcommunicationproblem solvingentrepreneurial skillsteam managementcommitment to qualitycontinuous learning
Certifications
CPAEAbar membership