Senior Consultant, Credits and Incentives
About The Position
The Credits and Incentives Senior Consultant works with a team in a fast-paced environment to identify financial assistance, tax credits, and other incentive opportunities for clients. The role supports some of the largest and most diverse companies in the United States as they consider domestic capital expansions, helping them maximize economic development incentives. The Senior Consultant corresponds with clients, secures information needed to maximize incentives, strategizes with colleagues, and assists with tax calculations. The role also involves researching issues, identifying state and local economic development programs, and determining prospective and retroactive incentive benefits. This is a hybrid role based within the metro San Antonio, Texas area, with approximately three days in the office and two days working remotely. The position has limited supervisory responsibilities, including training employees, assigning work, and checking work for accuracy and completeness. The work takes place in a standard indoor office environment and involves regular interaction with employees, government agencies, and clients in person, by email, and through video conferencing. Travel is up to 5%.
Requirements
- Bachelor’s degree, Master’s degree, or equivalent in Accounting, Business Administration, and/or Economics/Finance.
- Ideally, 2 to 4 years of economic development, consulting, government, or tax-related experience.
- Intermediate knowledge of Microsoft Word, Access, Excel, PowerPoint, Outlook, and internet navigation.
- Experience using AI and tax research-related tools.
- Valid driver’s license.
Nice To Haves
- CPA, EA, CEcD, or CCIP certification.
Responsibilities
- Assist the Manager in developing project workplans and scheduling project deliverables.
- Demonstrate leadership skills and cross-train and develop oneself and others.
- Assist the Manager with preparing presentations, summaries, schedules, and documentation for negotiating with state and local governments to maximize incentive offers for client projects.
- Review and reconcile client data downloads and identify tax concerns for research.
- Respond to client inquiries and requests to and 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.
- Prepare technical research and process memoranda, including drafting narratives for incentive applications.
- Use available technology and tools, including AI and Excel modeling, to assist with client calculations and deliverables.
- Perform other duties as assigned.
- Train employees, assign work, and check work for accuracy and completeness.
Benefits
- Hybrid work options.
- Award-winning culture.
- Generous paid time off (PTO).
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
