Tax Senior - Credits & Incentives

This role focuses on identifying and managing government credits and incentives for clients, particularly R&D tax credits, New Markets Tax Credits, Qualified Opportunity Zones, and sustainability/renewable energy tax credits. It involves analyzing eligible activities, documenting opportunities, advising clients on benefits and eligibility, and staying updated on tax legislation and regulations. The role also includes client relationship management, team mentorship, and ensuring timely delivery of engagement deliverables.

What you'd actually do

  1. Managing federal credits and incentives opportunities including 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
  2. Deliver value to clients by identifying opportunities and advise clients on potential benefit and eligibility requirements
  3. Maintain and develop strong internal and client relationships
  4. Leveraging your extensive technical skills developed through your growing reputation in a given industry/service offering to solve complex issues
  5. Developing, mentoring, and motivating Consultants, providing counseling and career guidance

Skills

Required

  • Bachelor's degree in accounting, finance, engineering, technology, or related field
  • 2+ years' experience in 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
  • Effective verbal and written communication skills
  • Demonstrated ability to collaborate and proactively develop internal and external working relationships

Nice to have

  • 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 you do and the clients and industries/sectors you serve

What the JD emphasized

  • Proven knowledge of R&D tax incentives experience and/or experience with New Markets Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits