Tax Supervisor 1 - Federal Credits and Incentives
Core
Conduct detailed cost segregation studies and fixed asset reviews to optimize clients' tax depreciation strategies, specifically focusing on Federal Credits and Incentives.
Role type
Senior Associate tax specialist (Federal Credits and Incentives)
Builds
Technical reports and IRS filings for middle-market clients
Domain
Tax services / Federal tax credits
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Cost segregation analysis, fixed asset review, federal tax regulation interpretation, technical report writing, IRS filing preparation, client relationship management, project coordination
Preferred skills
CPA designation, experience with Alberta Innovation Employment Grant, experience with Quebec R&D credit, knowledge of other Canadian tax incentive programs
Technologies
TaxPrep/iFirm, MS Office (Word, Excel, Outlook), ProFile, TaxCycle, CanTax
Responsibilities
Develop understanding of client's business to become a functional expert; Research and write tax advice, opinion, and position memorandums; Maintain regular contact with assigned clients including operations, finance, accounting, and engineering personnel; Assist in managing and implementing multiple projects simultaneously including technical discussions, computations, analysis, and data gathering; Ensure professional development through ongoing education and obtaining additional certifications; Contribute as industry expert by keeping abreast of changes in industry regulation
Seniority
Mid-level individual contributor (1-2+ years experience)