Tax Associate – Flow Through & Individual
Baker Tilly US
Director, Tax
Convergent Energy and Power
full-time
Posted on:
Location: New York • 🇺🇸 United States
Visit company websiteSalary
💰 $160,000 - $180,000 per year
Job Level
Lead
About the role
- Lead tax planning initiatives, including developing and executing strategies for tax equity structures while ensuring compliance with federal, state, and local tax laws.
- Direct and oversee tax compliance activities, including the preparation and filing of income tax and other returns for the U.S., Canada, and Puerto Rico.
- Provide guidance on tax implications of acquisitions, transfers, divestments, and other complex transactions.
- Manage all relationships with external tax advisors and other third-party tax service providers.
- Build, maintain and analyze tax workpapers and other supporting schedules and documentation to ensure complete recordkeeping and compliance.
- Develop and document policies and procedures to formalize tax-related processes.
- Direct and coordinate preparation of the company’s annual tax provisions.
- Collaboration and Operational Management (30%)
- Work closely with business leaders of accounting, finance, and legal teams to identify tax planning opportunities and risks.
- Influence decision-making by providing actionable recommendations to improve processes and align tax strategy with organizational goals.
- Coordinate cross-functional efforts to review and analyze financial data for tax purposes, ensuring accuracy and consistency while maintaining compliance with accounting standards.
Requirements
- Bachelor’s degree or higher in accounting, finance, or related field.
- Between 10-15 years of experience in tax planning and compliance, with 5+ years in a leadership role.
- Excellent tax accounting technical skills, with meticulous attention to detail.
- Comprehensive knowledge of federal, state, and local tax laws and regulations.
- Experience in the renewable energy sector and proficient knowledge of ITC, PTC and similar tax credits and related regulations.
- Intermediate proficiency in Microsoft Excel
- Be Meticulous – you have strong analytical and problem-solving skills with attention to detail and ability to remain calm and effective under pressure.
- Be Collaborative – you enjoy working across various working groups to reach a common goal and have demonstrated an ability to lead and develop a team, coaching and mentoring team members.
- Be Highly Organized – you have excellent communication skills, with the ability to communicate complex tax concepts to non-tax professionals while coordinating and prioritizing your work to meet deadlines.
- Alignment with Convergent’s mission and values: Continuous Improvement, Diversity Equity and Inclusion, Ethical Governance, Safety, Sustainability, Collaboration, Ownership, Resilience, and a strong interest in the Clean Energy Transition.
- This role requires 5% travel, primarily for team events and company-wide meetings.
- Multinational corporate tax department experience.
- Big 4 public accounting experience.
- Experience training and mentoring tax staff.
