Senior Associate | SALT Tax Incentives | National Tax Office

CBIZ • Kansas City, MO

2d • Hybrid

About The Position

This role involves preparing state and local tax incentive and credit documents, researching legislative changes, and managing client accounts to maximize benefits. The position requires a strong understanding of tax credit programs and the ability to handle multiple client projects independently.

Requirements

• Bachelor’s degree required.
• 2 years of experience in public accounting or related field.
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary.
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally.
• Proficient use of applicable technology.
• Must be able to travel based on client and business needs.

Nice To Haves

• Master’s degree preferred in Accounting, Taxation or related field.
• CPA candidates preferred.
• Must be able to work in a team environment.
• Must be able to work independently and handle multiple client projects.
• Must be comfortable visiting clients and managing their accounts on an ongoing basis.

Responsibilities

• Prepare assorted state and local tax incentives and credit documents for Kansas, Missouri and various other states.
• Research state enterprise zone locations and various legislative changes and updates in the states for which they are responsible.
• Master all Kansas and Missouri core tax credit programs and be responsible for a portion of other non-core programs, as well as tax credit programs in other states.
• Be responsible for managing a variety of clients and make sure that all paperwork is completed in order to maximize the benefit for the client.
• Prepare state training grants on behalf of clients regarding the training of new employees or the retaining of existing employees.
• Additional responsibilities as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior