Energy Credits Senior Manager - TCIA
About The Position
As a Senior Manager in Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) Practice, you will use your accounting and taxation experience to provide tax equity investment consulting services to clients. You will lead a team of professionals experienced in credits and incentives and help grow the firm’s renewable energy practice, drawing on Inflation Reduction Act energy credits experience and a team with industry deal and financial modeling expertise. The role involves advising on the post-OB3 credit regime, including investment and production tax credits, clean hydrogen and fuel credits, advanced manufacturing, nuclear, and carbon sequestration credits. You will work with credit transferability and direct pay rules, eligible basis substantiation, cost segregation, credit adders and enhancers, foreign entity of concern rules, credit recapture risk, and tax equity transaction mechanics. You will help build market presence through webinars and published articles, work with the firm’s core tax partners to identify credit transfer opportunities, and engage with outside brokers and firms offering tax credits in the transferability market. Travel may be up to 10%.
Requirements
- At least 7 years of experience providing tax planning services or preparing and reviewing client work papers and income tax returns.
- Bachelor’s degree in accounting, finance, or another business-related field.
- Knowledge of HLBV accounting concepts.
- Certified or in the process of obtaining a CPA, enrolled agent, or other appropriate certification.
- Financial modeling expertise.
- Previous Big 4 experience.
- Experience working in a fast-paced, team environment.
- Strong verbal and written communication skills.
- Knowledge of fund accounting and general ledger accounting.
- Basic understanding of Subchapter K and investment partnership taxation.
- Knowledge of tax equity investment structures.
- Knowledge of investment and production tax credits associated with wind, solar, and biomass projects.
- Eligibility to work in the United States; sponsorship is not provided.
Responsibilities
- Provide tax equity investment consulting services to clients.
- Lead and help grow a team and Cherry Bekaert’s renewable energy practice.
- Advise on clean energy tax credits and the post-OB3 credit regime, including investment and production credits and credits for clean hydrogen, clean fuel, advanced manufacturing, nuclear, and carbon sequestration.
- Advise on credit transferability transactions under Section 6418 and the Direct Pay regime under Section 6417.
- Support eligible basis substantiation and cost segregation.
- Address credit adders and enhancers, including prevailing wage and apprenticeship, domestic content, and Energy Community qualification.
- Consider Foreign Entity of Concern rules and credit recapture risk.
- Apply a general understanding of tax equity transaction mechanics.
- Build market presence through webinars and published articles.
- Work with the firm’s core tax partners to identify credit transfer opportunities.
- Work with outside brokers and firms offering available tax credits in the transferability market.
Benefits
- Annual bonus
- Medical insurance
- Dental insurance
- Vision care
- Disability insurance
- Life insurance
- Generous paid time off
- Retirement plans
- Paid Care Leave
- Other programs intended to support personal and work life and provide financial protection
- Competitive compensation and a total rewards package focused on wellbeing
- Opportunities for career growth and continuous professional development
- Flexibility to do impactful work and enjoy life outside of work
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What This Job Offers
Job Type
Full-time
Career Level
Senior
