Senior Consultant, Credits and Incentives Consulting

Ryan • Glendale, AZ

4d • Hybrid

About The Position

The Credits and Incentives Senior Consultant works with a team in a fast-paced environment to identify financial assistance, tax savings, and other incentive opportunities for clients. The role supports some of the largest companies in the United States as they consider domestic capital expansions, helping them maximize economic development incentives and improve project returns while lowering costs. The Senior Consultant regularly corresponds with client management to obtain information needed to maximize incentives, researches relevant issues and state and local programs, and determines prospective incentive benefits for capital projects.

This is a hybrid role, working onsite three days per week in Los Angeles, California, or Glendale, California, and remotely from home about two days per week. The position includes independent travel of up to 20%. It has limited supervisory responsibilities, including training employees, assigning work, and checking work for accuracy and completeness.

Requirements

• Bachelor’s degree, master’s degree, or equivalent in Accounting, Business Administration, and/or Economics/Finance.
• Two to four years of economic development, consulting, or tax-related experience.
• Experience with credits and incentives, communicating with jurisdictions, negotiating incentive packages, and researching incentives.
• Experience preparing compliance reporting.
• Intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and internet navigation and research.
• Valid driver’s license.

Responsibilities

• Assist the Manager in developing project workplans and scheduling project deliverables.
• Assist the Manager with preparing presentations, summaries, schedules, and documentation for negotiations with state and local governments to maximize incentive offers for client projects.
• Travel to client locations to gather relevant data and process the information.
• Review and reconcile client data downloads and identify tax issues for research.
• Respond to client inquiries and requests from local and state economic development agencies.
• Research credit and incentive programs to determine client eligibility, including reviewing program statutes, rules, regulations, and proposed legislation that could affect programs.
• Travel to government offices to assist with incentive negotiations with local and state economic development representatives.
• Prepare applications and amended returns for various credits and incentives.
• Draft filings, including petitions for redetermination, refund claims, and other administrative replies.
• Perform detailed calculations of credit and incentive benefits.
• Train employees, assign work, and check work for accuracy and completeness.
• Perform other duties as assigned.

Benefits

• Hybrid work options.
• Generous personal time off (PTO).
• Fourteen weeks of 100% paid leave for new parents, including adoption.
• Monthly gym membership or gym equipment reimbursement.
• Benefits eligibility effective day one.
• 401(k) with employer match.
• Tuition reimbursement after one year of service.
• Fertility assistance program.
• Four-week company-paid sabbatical eligibility after five years of service.

What This Job Offers

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