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-related 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 researches issues, identifies state and local economic development programs, and determines prospective and retroactive incentive benefits. This is a hybrid role based in the metro San Antonio, Texas area, with approximately three days working in the office and two days working remotely. The position includes limited supervisory responsibilities, such as training employees, assigning work, and checking work for accuracy and completeness. 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.
- Use of AI and tax research-related tools.
- Valid driver’s license.
- Ability to travel up to 5%.
Nice To Haves
- CPA, EA, CEcD, or CCIP certification or license.
- Ideally 2 to 4 years of economic development, consulting, government, or tax-related experience.
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 presentations, summaries, schedules, and documentation to negotiate with state and local governments and maximize incentive offers for client projects.
- Review and reconcile client data downloads and identify tax concerns for research.
- Respond to client inquiries and requests involving 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.
- 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 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.
- Eligibility for a four-week company-paid sabbatical after five years of service.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
