Senior Consultant, Credits and Incentives Consulting

Ryan • Dallas, TX

3d • 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-related opportunities for clients. The role supports some of the largest companies in the United States as they evaluate domestic capital expansions and seek to maximize economic development incentives. The Senior Consultant corresponds with client management to obtain information needed to maximize incentives, researches state and local economic development programs, and determines prospective incentive benefits for capital projects. The position provides exposure to how large companies allocate capital to improve project returns and lower costs.

This is a hybrid position. Candidates are expected to work in the office four days per week during the first several months. Paid parking is included. The position involves very minimal independent travel, probably less than 5% during the first year, although travel to client locations and government offices is part of the duties. The work environment is standard indoor, with occasional long periods of sitting at a computer or standing while copying, and regular interaction with employees and clients in person, by email, and by telephone.

Requirements

• Bachelor’s degree, Master’s degree, or equivalent in Accounting, Business Administration, Economics, and/or Finance.
• Two to four years of experience in economic development, consulting, or tax-related work.
• Intermediate knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and internet navigation and research.
• Valid driver’s license.
• Ability to meet the position’s limited supervisory responsibilities, including training employees, assigning work, and checking work for accuracy and completeness.

Nice To Haves

• Experience with Alteryx.

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 for research.
• Respond to client inquiries and requests from local and state economic development agencies.
• Research credit and incentive programs for client eligibility, including reviewing program statutes, rules, regulations, and proposed legislation that could affect the 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 as part of limited supervisory responsibilities.
• 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 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.
• Paid parking.

What This Job Offers

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