Manager, Tax Credits & Incentives

Aprio; Austin (TX); Hybrid; USD 99,000 - 164,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401k with Profit Sharing

Parental Leave

CPA Support Program

Job summary

Aprio's Specialty Tax team seeks a Manager, Tax Credits & Incentives to lead delivery of credit analyses, modeling, and filings for federal, state, and local incentives.

You'll work alongside U.S. engagement teams, assess IRA/OBBBA credits, MACR computations, PWA, and transfer/elective payment rules, while coaching junior staff and building client-ready substantiation packages.

Top tier benefits include medical, dental, vision, 401k, flexible work options, and CPA support programs.

Qualifications

• Bachelor's degree required in accounting, finance, engineering, economics, or related field.
• Five+ years of relevant experience in tax credits and incentives, including reviewing others' work.
• Experience with U.S. federal energy tax credits and credit monetization (6418/6417).
• Strong Excel modeling skills and ability to build credit calculations from source data.
• Familiarity with Forms 3800, Schedule A (Form 3800), 3468, 7207, 8835, 8933 and pre-filing transfer/elective payment processes.
• Excellent written English; ability to document and defend technical positions in writing.

Responsibilities

• Own workstream delivery: manage credit calculations, eligibility analyses, and substantiation packages.
• Analyze credit eligibility under IRA/OBBBA and related sections (48E, 45Y, 45X-45U, plus legacy sections).
• Build beginning-of-construction records and maintain supporting documentation.
• Apply PFE rules and run MACR computations with supplier certifications.
• Evaluate bonus criteria: prevailing wage, PWA, domestic content, energy/low-income communities.
• Support credit monetization and post-award transfer/delivery.
• Build and review benefit models across federal, state, local incentives.
• Support state/local incentive work and site-selection modeling.
• Prepare and review credit filings and workpapers; support IRS/state examinations.
• Research technical positions and translate guidance into engagement steps.
• Collaborate across Specialty Tax and with R&D tax credit teams.

Skills

Advanced Excel

Clear written English

Credit modeling

Education

Bachelor's degree in accounting, finance, engineering, economics, or related field

Tools

IRS forms knowledge

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.

Join Aprio's Specialty Tax team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Manager, Tax Credits & Incentives to join their dynamic team.

The TC&I team helps clients identify, quantify, substantiate, and monetize federal, state, and local tax credits and incentives. The work spans clean energy credits, advanced manufacturing, negotiated state and local incentives, and site selection, for clients ranging from project developers and manufacturers to tax-exempt entities and credit purchasers.

This Manager works alongside U.S. engagement teams, owns delivery on assigned workstreams, and serves as the first technical review layer on associate work.

Responsibilities

• Own workstream delivery - manage credit calculations, eligibility analyses, benefit models, and substantiation packages from kickoff through issuance, in coordination with engagement teams.
• Analyze credit eligibility - assess clean energy credits under the Inflation Reduction Act (IRA) as amended by the One Big Beautiful Bill Act (OBBBA), including Sections 48E, 45Y, 45X, 45Z, 45Q, 45V, and 45U, along with legacy Sections 45 and 48.
• Build the beginning-of-construction record - support physical work test and five percent safe harbor positions, continuity, and the underlying documentation, with an awareness that the governing guidance remains unsettled and positions may need to be supported on more than one basis.
• Apply the prohibited foreign entity (PFE) rules - run material assistance cost ratio (MACR) computations, gather and assess supplier certifications, and trace costs under current guidance.
• Evaluate bonus credit criteria - prevailing wage and apprenticeship (PWA), domestic content, energy community, and low-income community - and help maintain the supporting record.
• Support credit monetization - work transferability under Section 6418 and elective (direct) pay under Section 6417, including buy- and sell-side diligence, pre-filing registration, transfer election statements, and closing deliverables.
• Build and review benefit models - quantify federal, state, and local credit and incentive value, including after-tax value, basis reduction, and recapture exposure.
• Support state and local incentive work - site-selection comparisons, negotiated incentive modeling, and post-award compliance tracking against hiring, wage, and investment commitments.
• Prepare and review credit filings and workpapers - and help support filed positions under IRS or state examination.
• Research technical positions - and help translate new guidance into practical engagement steps.
• Contribute across Specialty Tax - support R&D tax credit engagements alongside the R&D Tax Credit Services team, building breadth beyond energy and state incentives.

Team and engagement management

• Review associate work - check technical accuracy and documentation quality, and provide clear, timely coaching.
• Coordinate delivery - manage timelines, budgets, and status reporting across time zones.
• Help grow the team - through training, review notes, and knowledge sharing.

Qualifications

Required

• Bachelor's degree in accounting, finance, engineering, economics, or a related field.
• Five or more years of relevant experience in tax credits and incentives, tax, or a related technical discipline, including two or more years reviewing the work of others.
• Demonstrated experience with U.S. federal energy tax credits and with credit monetization under Sections 6418 and 6417.
• Strong modeling skills (advanced Excel), with the ability to build a credit calculation from source data and to review someone else's.
• Working knowledge of the credit forms in scope, including Forms 3800 and Schedule A (Form 3800), 3468, 7207, 8835, and 8933, and of the pre-filing registration process for transfer and elective payment elections.
• Clear written English, with the ability to document and defend a technical position in writing.

Preferred

• CPA, JD, Master of Taxation (MTax), Enrolled Agent, Chartered Accountant, or steady progress toward one.
• Experience with state and local credits and incentives, or site-selection analysis.
• Experience with research and development (R&D) tax credits under Section 41, including qualified research expense analysis and supporting documentation.
• Hands-on experience with the prohibited foreign entity rules, domestic content substantiation, or PWA compliance.
• Prior experience at a Big Four, national, or regional accounting firm, or in-house at a developer, manufacturer, or credit purchaser.

$98,500 - $164,000 a year

The salary range for this opportunity is stated above. As such, an actual salary may fall closer to one or the other end of the range, and in certain circumstances, may wind up being outside of the listed salary range.

The application window is anticipated to close on September 30, 2026 and may be extended as needed.

Why work for Aprio

Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options

What's in it for you:

• - Working with an industry leader: Be part of a high-growth firm that is passionate for what's next.
• - An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• - A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• - Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• - Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• - Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.