Manager, Credits and Incentives Consulting
Core
Lead a team to provide credits and incentives services to corporate clients, identifying tax savings opportunities and managing compliance filings.
Role type
Manager, Credits and Incentives Consulting
Builds
Tax credit and incentive strategies for corporate clients
Domain
Tax advisory and government incentives
Deliverable
client delivery
Required skills
State and local tax credit identification, transaction structuring for negotiated incentives, compliance filing, client presentation, financial forecasting, negotiation with state/local agencies, retroactive credit review
Preferred skills
Bachelor's or Master's degree in Accounting and/or Finance, 4-6 years of credits and incentives experience, Microsoft Office proficiency, valid driver's license
Responsibilities
Create a positive team member experience, develop client work plans and schedules, prepare and conduct presentations for clients and agencies, travel to client locations, assist with client billing and financial forecasting, research credit and incentive programs for eligibility, respond to client inquiries from federal and state agencies, manage complex state and local incentive projects, prepare and review calculations of credit benefits, manage incentive compliance, negotiate incentives with agencies, perform retroactive credit reviews and amend returns
Seniority
Manager, team lead