Senior Consultant, Credits and Incentives Consulting
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-related opportunities for clients. The role supports some of the largest companies in the United States as they pursue domestic capital expansions and maximize economic development incentives. The Senior Consultant corresponds with client management to obtain information, researches state and local economic development programs, and evaluates prospective incentive benefits for capital projects. The role also develops an understanding of how major companies allocate capital to maximize project returns and lower costs. This is a hybrid role with three days per week onsite in Los Angeles or Glendale, California, and approximately two days working remotely from home. The role has limited supervisory responsibilities, including training employees, assigning work, and checking work for accuracy and completeness. It requires regular interaction with employees and clients in person and by email and telephone, with independent travel up to 20%.
Requirements
- Bachelor’s degree or Master’s degree, or equivalent, in Accounting, Business Administration, and/or Economics/Finance.
- Two to four years of experience in economic development, consulting, or tax-related work.
- 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 presentations, summaries, schedules, and documentation used to negotiate with state and local governments and 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 to research.
- Respond to client inquiries and requests from local and state economic development agencies.
- Research credit and incentive programs for client eligibility, including reviewing 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) benefits.
- 14 weeks of 100% paid leave for new parents, including adoption.
- Monthly gym membership reimbursement 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.
- Certain roles may be eligible for incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
