Tax Senior Manager, State and Local Tax - Credits & Incentives
About The Position
The Tax Senior Manager, SALT - Credits & Incentives advises clients on credit and incentive opportunities related to their business objectives, recommends alternative courses of action, and identifies methods for complying with applicable statutes and regulations. The role includes marketing, networking, and business development within the specialization, recognizing potential changes in credits and incentives policy, and providing subject-matter expertise to clients alongside Core Tax Principals and Directors. The position leads research, compliance, consulting, controversy, software, specialization, and strategy-development work involving state and local tax credits and incentives. It provides technical client service to multistate companies, manages client engagements and expectations, and represents clients before tax authorities. The Tax Senior Manager also supervises and develops SALT team members, including reviewing work, training staff, evaluating performance, providing feedback, and acting as a career advisor where appropriate.
Requirements
- Bachelor’s degree in Accounting or another relevant field.
- At least eight years of prior state and local or multistate experience in the credits and incentives area.
- Prior experience supervising tax professionals on a project or engagement basis.
- CPA certification or another relevant certification.
- Proficiency with Microsoft Office, specifically Excel and Word.
- Excellent verbal and written communication skills.
- Superior analytical and research skills.
- Strong organizational skills, attention to detail, and ability to meet project deadlines.
- Ability to multitask and work independently or in a group environment in a deadline-driven setting.
- Ability to manage a team of tax professionals and delegate assignments effectively.
- Ability to build and maintain strong relationships with internal and client personnel.
- Ability to foster teamwork and contribute to assigned personnel’s professional development.
- Executive presence and ability to serve as the primary contact on assigned engagements.
- Ability to interact effectively with professionals at all levels.
- Advanced knowledge of applying tax standards to deliver credits and incentives services effectively and efficiently.
- Advanced knowledge of information sources used in credits and incentives filings.
- Advanced understanding of how taxable conditions affect clients and the resulting credits and incentives opportunities.
Nice To Haves
- Master’s degree in Accounting or Taxation, or a J.D.
- Prior experience preparing and/or reviewing tax provisions.
- Exposure to and familiarity with standard tax applications and research tools.
Responsibilities
- Identify complex credits and incentives issues requiring research, outline issues and research sources, analyze findings, and prepare detailed reports or opportunity matrices.
- Develop relationships with in-state and out-of-state departments of tax or revenue and economic development personnel.
- Review income tax returns to identify significant statutory credit opportunities.
- Evaluate client compliance processes and provide customized or automated solutions for annual credits and incentives reporting.
- Draft memoranda and other documentation on credits and incentives issues.
- Review client operations to identify jurisdictions where credits and incentives opportunities may exist.
- Apply relevant state tax consulting specialties and confer with other professionals when appropriate.
- Ensure engagement letters are adopted before work begins and manage engagements and client expectations.
- Assist in developing consultative credits and incentives strategies.
- Draft responses to state taxing authority notices, represent clients before tax authorities, and assist with examinations.
- Use credits and incentives research databases and related software to complete assignments.
- Provide technical service to multistate companies, conduct negotiations, and draft technical memoranda on credits and incentives matters.
- Review opportunity studies for alternative courses of action and develop or research strategies to maximize client awards.
- Suggest marketing approaches for acquiring new clients.
- Supervise the day-to-day work of SALT Senior Associates and Associates on assigned engagements and review their work product.
- Ensure Senior Associates, Associates, and Interns are trained on relevant tax software.
- Evaluate SALT Senior Associates and Associates and help develop their professional goals and objectives.
- Provide periodic performance feedback and complete evaluations for SALT Managers, Senior Associates, Associates, and Interns.
- Act as a career advisor to SALT Senior Associates and Associates, as appropriate.
- Perform other duties as required.
Benefits
- Employee stock ownership plan (ESOP) participation, providing a stake in the firm’s success through beneficial ownership.
- Comprehensive compensation and Total Rewards benefits offerings; benefits may be subject to eligibility requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
