Credits & Incentives Tax Director

Baker Tilly•Madison, WI

4d•$210,380 - $398,850

About The Position

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Credits and Incentives (C&I) Director, Tax to join our growing Tax Credits practice. Our C&I Tax Credits practice is made up of professionals across the U.S., who work with clients to develop an efficient and cost-effective approach for identifying, calculating, documenting and transferring eligible federal and state credits including federal and state credits related to affordable housing, historic rehabilitation, domestic manufacturing and workplace hiring. Our team has assisted clients in a variety of industries to identify, document and sustain federal and state credits through a comprehensive understanding of their business operations. Highly preferred to be connected to a Baker Tilly office.

Requirements

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, including those related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones and Work Opportunity Tax Credit or other equivalent required
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 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
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

Nice To Haves

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.

Responsibilities

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 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