Senior Consultant, Credits and Incentives
Core
Identify financial assistance, tax credits, and incentive opportunities for clients considering domestic capital expansions.
Role type
Senior Consultant (Economic Development & Tax Incentives)
Builds
Incentive applications, technical research memoranda, and client project workplans.
Domain
Economic development, tax incentives, and government relations.
Deliverable
client delivery
Required skills
Tax research, economic development program analysis, financial modeling, client negotiation support, regulatory compliance review, data reconciliation, presentation development, AI and Excel modeling.
Preferred skills
CPA, EA, CEcD, CCIP certifications.
Technologies
Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft PowerPoint, Microsoft Outlook, AI tools.
Responsibilities
Develop project workplans and schedules; prepare presentations and documentation for government negotiations; review and reconcile client data to identify tax concerns; research credit and incentive programs for eligibility; draft narratives for incentive applications; respond to client and agency inquiries.
Seniority
Senior, hands-on IC with limited supervisory responsibilities.