SALT Senior Manager, Credits and Incentives

BDO USA, LLP; Dallas, Town of Texas, City of Albany (TX, WI, NY); On-site; USD 99,000 - 263,000; Full time

Job summary

An established industry player is seeking a Tax Senior Manager specializing in credits & incentives. This pivotal role involves advising clients on maximizing their tax benefits, conducting in-depth research, and ensuring compliance with tax regulations. The successful candidate will lead a team, manage client relationships, and develop innovative strategies to enhance clients' financial positions. If you have a strong background in tax consulting and a passion for driving results, this opportunity offers a dynamic environment to advance your career while making a significant impact on clients' success.

Qualifications

• 8+ years of experience in state and local/multistate credits & incentives.
• CPA certification or other relevant certification is required.

Responsibilities

• Conducts detailed reviews of income tax returns to identify credit opportunities.
• Manages client expectations and develops consultative strategies.

Skills

Verbal and written communication skills

Analytical skills

Research skills

Organizational skills

Team management

Education

Bachelor's degree in Accounting

Master's degree in Accounting/Taxation or J.D.

Tools

Microsoft Office Suite (Excel, Word)

Tax applications and research tools

Job description

Job Summary:

The Tax Senior Manager, SALT - Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Tax Senior Manager, SALT - Credits & Incentives will be charged with marketing, networking, and business development within their area of experience and specialization and recognizing potential changes in credit & incentives policy. In addition, the Tax Senior Manager, SALT - Credits & Incentives will work with the Core Tax Principals, and Directors to provide credits & incentives expertise to their clients.


Job Duties:

• Research:
  
  
  
  • Identifies complex credits & incentives situations when research is necessary providing an outline of the issue(s) and the appropriate source of research to be conducted
  
  
  • Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a credits & incentives opportunities matrix of the research findings
  
  
  • Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel
  
  


• Tax Compliance:
  
  
  
  • Conducts detailed reviews of income tax returns with the ability to identify most significant statutory credit opportunities
  
  
  • Evaluates client's current compliance processes and provide customized and automated solutions for companies to comply with their annual credits & incentives reporting
  
  


• Tax Consulting:
  
  
  
  • Drafts credits & incentives memorandums, and other documentation on various credits & incentives issues
  
  
  • Conducts review of client operations to determine in which jurisdictions credits & incentives opportunities may exist
  
  
  • Applies all applicable state tax consulting sub-specialties and confers with other STS professionals when appropriate
  
  
  • Ensures tax engagement letters are adopted prior to engagement work commencing and manages engagements
  
  
  • Assists in the development of consultative credits & incentives strategies
  
  
  • Manages the expectations of assigned clients
  
  


• Tax Controversy:
  
  
  
  • Drafts responses to notices from state taxing authorities
  
  
  • Represents clients before any tax authority on credits & incentives issues
  
  
  • Provides assistance with exam support
  
  


• Tax Related Software:
  
  
  
  • Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks
  
  


• Tax Specialization:
  
  
  
  • Provides technical client service to multi-state companies on credits & incentives matters
  
  
  • Conducts negotiation on credits & incentives matters
  
  
  • Drafts technical memoranda regarding credits & incentives issues
  
  


• Strategy Development:
  
  
  
  • Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients
  
  
  • Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards
  
  
  • Assist with researching credits & incentives strategies
  
  
  • Suggests marketing approaches for new client acquisition
  
  


• Other duties as required

Supervisory Responsibilities:

• Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements and reviews work product


• Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software


• Evaluates the performance of STS SALT Senior Associates and Associates and assists in the development of goals and objectives to enhance professional development


• Delivers periodic performance feedback and completes performance evaluations for STS SALT Managers, Senior Associates, Associates and Interns


• Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities:
Education:

• Bachelors degree in Accounting or another relevant field, required


• Masters degree in Accounting/Taxation or J.D., preferred

Experience:

• Eight (8) or more years of prior experience in state and local/multistate experience required in the credits & incentives area, required


• Prior experience supervising tax professionals on a project or engagement basis, required


• Prior experience preparing and/or reviewing tax provisions, preferred

License/Certifications:

• CPA certification or other relevant certification, required

Software:

• Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required


• Exposure to and familiarity with standard tax applications and research tools, preferred

Language:

• N/A

Other Knowledge, Skills & Abilities:

• Excellent verbal and written communication skills


• Superior analytical and research skills


• Solid organizational skills especially ability to meet project deadlines with a focus on details


• Ability to successfully multi-task while working independently or within a group environment


• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously


• Capable of effective managing a team of tax professionals and delegating work assignments as needed


• Capacity to build and maintain strong relationships with internal and client personnel


• Ability to encourage team environment on engagements and contribute to the professional development of assigned personnel


• Executive presence and ability to act as primary contact on assigned engagements


• Ability to successfully interact with professionals at all levels


• Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of credits & incentives services


• Advanced knowledge of sources of relevant information utilized in credits & incentives filings


• Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential credits & incentives opportunities

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.

National Range: $99,750 - $262,500
Maryland Range: $99,750 - $262,500
NYC/Long Island/Westchester Range: $99,750 - $262,500
Washington DC Range: $99,750 - $262,500