Tax Senior Manager - Credits & Incentives
Onsite
CA, United States
CA, United States
Posted 7 days ago
Job Details
Do you have experience in serving clients on renewable energy, research and development, or other federal credits and incentive engagements? Do you have passion for providing value to your clients? If you answered "Yes" to either of these questions, bring your expertise and client service skills to Deloitte! A career in Deloitte's Global Investment & Innovation Incentives practice will give you the opportunity to work on complex and high-value engagements for some of the world's largest companies in a variety of industries.
Work you'll do:
As a Tax Sr Manager, you will analyze and document the complexities around tax credit eligibility, perform credit calculations, and evaluate entity structuring and deal terms for tax credit investments. Many businesses do not have the personnel or resources needed to keep up with the evolving legislation in these areas, and you will play a key role in helping clients understand and benefit from these government incentives. You will work with a highly-experienced team that knows the industry well and has developed standardized approaches and various analyzer and optimization tools in project implementations. You will manage the review and organization of client data for credits and incentives analyses while serving as the lead point-of-contact for client personnel with both tax and technical backgrounds.
Responsibilities will include:
The Team:
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of several tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of specialists dedicated to providing comprehensive tax credit and incentive services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credits. These benefits are offered for activities conducted in the United States, as well as research performed in over 30 other countries that offer research incentives.
Qualifications
Required:
Preferred:
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
#LI-SC1
Work you'll do:
As a Tax Sr Manager, you will analyze and document the complexities around tax credit eligibility, perform credit calculations, and evaluate entity structuring and deal terms for tax credit investments. Many businesses do not have the personnel or resources needed to keep up with the evolving legislation in these areas, and you will play a key role in helping clients understand and benefit from these government incentives. You will work with a highly-experienced team that knows the industry well and has developed standardized approaches and various analyzer and optimization tools in project implementations. You will manage the review and organization of client data for credits and incentives analyses while serving as the lead point-of-contact for client personnel with both tax and technical backgrounds.
Responsibilities will include:
- Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credit incentive service offerings
- Leveraging your extensive technical skills developed through your growing reputation in a given industry/service offering to solve complex issues
- Demonstrating sound judgement and instincts with respect to evaluating complex scenarios involving various credits and incentives opportunities
- Developing, mentoring, and motivating Consultants and Senior Consultants, providing counseling and career guidance
The Team:
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of several tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. The Global Investment & Innovation Incentives (Gi3) tax team is a national team of specialists dedicated to providing comprehensive tax credit and incentive services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credits. These benefits are offered for activities conducted in the United States, as well as research performed in over 30 other countries that offer research incentives.
Qualifications
Required:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week.
- Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.
- Bachelor's degree in accounting, finance, law, engineering, technology, or related field
- 8+ years' experience in core federal tax compliance
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible, one of the other designations listed below based on role and business approval:
- Licensed attorney
- Enrolled Agent
- Project Management Professional (PMP)
- Chartered Financial Advisor (CFA)
- Professional Engineer
Preferred:
- Big 4 or large CPA firm experience
- Advanced degree such as MST, MAcc, LLM, or JD
- Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
- Demonstrated effective research, and verbal and written communication skills
- Proven experience effectively prioritizing workload to meet deadlines and work objectives
- Ability to participate in all aspects of engagement strategic planning initiatives
- Strong project management and organizational skill
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation:
https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
#LI-SC1
Learn more about Deloitte LLP
Mission
We're connecting diverse talent to big career moves. Meeting people who boost your career is hard - yet networking is key to growth and economic empowerment. We’re here to support you - within your current workplace or somewhere new. Upskill, join daily virtual events, apply to roles (it’s free!).
Are you hiring? Join our platform for diversifiying your team