Credits & Incentives Tax Director

Baker Tilly US

Credits and Incentives Tax Director at Baker Tilly, providing strategic consulting services for tax credits. Engaging with clients to increase cash flow and reduce tax liability.

Posted 6/7/2026full-timeHouston • Colorado, Massachusetts, Oregon, Texas • 🇺🇸 United StatesLead💰 $210,380 - $398,850 per yearWebsite

About the role

Key responsibilities & impact

Be a trusted advisor to middle market clients by providing strategic tax credit consulting services
Work with other industry experts to document eligibility and qualification of clients for certain federal and state statutory and negotiated credits and incentives
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 seniors, managers and senior managers
Review work prepared by Managers and Senior Managers professionals and work with Managing Directors and Partners on client optimization strategies

Requirements

What you’ll need

4-year degree required
CPA, EA or CMI certification required
Minimum of Twelve (12)+ year(s) of work experience in Tax C&I consulting, preferably federal and/or state statutory credits
3+ 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
Eligibility to work in the U.S., without sponsorship, highly preferred
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

Comp & perks

Comprehensive compensation and benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax credit consultingtax credit transactionstechnical memorandaclient engagement managementbillings and collectionsclient profitability analysisnetworkingrelationship buildingclient optimization strategiesresearch skills

Soft Skills

trusted advisorleadershipmentoringcounselingexceptional client servicecontinuous learningself-startercreative problem solvingcommunicationteam collaboration

Certifications

CPAEACMI