Senior Consultant, Credits and Incentives Consulting

Ryan • Dallas, TX

5d • 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 consider domestic capital expansions and seek to maximize economic development incentives and project returns while lowering costs.

The Senior Consultant routinely corresponds with client management to obtain information needed to maximize incentives. The role also researches issues, identifies state and local economic development programs, and determines prospective incentive benefits for capital projects. This is a hybrid position, with an expectation to come into the office four days per week during the first several months. Paid parking is included.

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 environment and involves regular interaction with employees and clients in person, by email, and by telephone. Independent travel is very minimal, probably less than 5% during the first year.

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.
• Intermediate knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and internet navigation and research.
• Valid driver’s license required.

Nice To Haves

• Experience with Alteryx.

Responsibilities

• Assist the Manager in developing project workplans and scheduling project deliverables.
• Assist the Manager with preparing presentations, summaries, schedules, and documentation needed to negotiate 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 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 program statutes, rules and 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

• 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