Tax Manager, Sustainability Credits
About The Position
Our Global Investment and Innovation Incentives (“Gi3”) practice provides our clients a broad range of government credits and incentives (“C&I”) services across more than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive tax C&I services. If you have a passion for sustainability or environmental, social & governance (“ESG”) and have relevant experience in C&I or environmental sciences, Deloitte Tax LLP’s (“Deloitte Tax”) Gi3 service line may be the place for you! With the focus on climate change and societal impacts, companies are increasingly focusing on decarbonization and reducing the environmental impact of their products, processes, and services. A career in the Gi3 practice will provide you with the opportunity to provide high-value sustainability and ESG C&I services to some of the world’s largest companies in a variety of industries. Be on the cutting edge of a rapidly growing practice and work with a well-respected team of proven innovators! As a Manager within the Sustainability: Gi3 practice, you will advise clients on sustainability and social Federal C&I programs and manage and facilitate the analysis and documentation of such opportunities. Many businesses do not have the personnel or resources needed to keep up with the evolving legislation in these areas, and you will play a key role in helping clients accomplish their ESG goals by understanding relevant government incentives. The ideal candidate is invested in the team’s success and effectively manages workstreams while working with leadership to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate will monitor current and proposed tax legislation and regulation related to sustainability and ESG, as well as implement client outreach strategies.
Requirements
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2–3 days per week
- Bachelor’s degree in accounting, finance, law, business administration, economics, engineering, environmental studies, geology, or related field
- 5+ years of experience in related field (exception applies for master’s degree with 2+ years of experience)
- Limited immigration sponsorship may be available
- One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA, Licensed Attorney, Enrolled Agent, Certifications: Project Management Professional (PMP), Chartered Financial Advisor (CFA), Professional Engineer, GRI Certification
- Demonstrated analytical and research skills, as well as effective verbal and written communication skills
- Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
- Demonstrated ability to collaborate and proactively develop internal and external working relationships
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
Nice To Haves
- Advanced degree such as MST, LLM, or JD, or related field
- Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities
- Experience with tax technical research (e.g., CCH, Hein, Lexis, RIA, etc.)
- Experience with Federal or State and Local C&I
- Experience with sustainability technologies or environmental sciences
- Previous Big 4 or large CPA or law firm experience
- Experience with Microsoft Office Suite, especially Excel
Responsibilities
- Manage and facilitate Federal C&I engagements related to sustainability and ESG, including programs under the Internal Revenue Code (“IRC”), such as: IRC section 45Q Carbon Capture Tax Credit, IRC section 48 Investment Tax Credit, IRC section 45 Production Tax Credit, IRC section 30C Alternative Fuel Vehicle Refueling Property Credit, IRC section 1400Z Qualified Opportunity Zones, IRC section 45D New Markets Tax Credit
- Deliver value to clients by identifying opportunities and advise clients on potential benefit and eligibility requirements
- Maintain and develop strong internal and client relationships
- Demonstrate sound judgment and a quality-first mentality with respect to evaluating eligibility for various fact patterns
- Develop process with our colleagues in other technical specialties and other materials to perform benefit calculations
- Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as valuation studies, tax equity modeling, and life cycle assessment (“LCA”) studies
- Identify potential issues and propose solutions to leadership, as well as implement process improvement strategies
- Ensure accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses
- Monitor legislative and regulatory tax developments and work with the team to present potential opportunities to assist clients
- Develop and mentor team members
- Provide support with various internal initiatives and special tax related projects
Benefits
- Discretionary annual incentive program
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What This Job Offers
Job Type
Full-time
Career Level
Manager
