Manager, Credits and Incentives Consulting
Core
Lead a team to provide credits and incentives services to corporate clients, identifying tax savings and managing compliance filings.
Role type
Manager, Credits and Incentives Consulting
Builds
State and local tax credit/incentive strategies and compliance filings for corporate clients
Domain
Tax consulting and state/local government incentives
Deliverable
client delivery
Required skills
State tax credit identification, transaction structuring, client presentation, financial forecasting, compliance filing, negotiation
Preferred skills
None stated
Technologies
Microsoft Word, Access, Excel, PowerPoint, Outlook
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 client eligibility, Respond to client inquiries and requests from federal and state agencies, Manage complex state and local incentive projects, Prepare and review calculations of credit and incentive benefits, Manage incentive compliance for approved programs, Research issues, performing retroactive credit reviews, amending returns, and determining prospective benefits, Negotiate incentives with state and local agencies
Seniority
Manager, supervisory role