Tax Credit Strategy Lead & Growth Architect

Occams Advisory; United States; On-site; USD 230,000 - 320,000; Full time

Benefits offered by this job

Health Insurance (75% covered)

Dental & Vision (75% covered)

401k non-contributory with 3% of total compensation

Learning Opportunities budget

Unlimited PTO

Employee Recognition & Rewards

Job summary

A leading business solutions firm seeks an entrepreneurial Head of Tax Credit Services to lead and scale a vital business line at the intersection of tax innovation, capital markets, and technology. Responsibilities include driving growth, creating proprietary methodologies, and delivering client value. Qualified candidates will have over 15 years of experience in tax credits, advanced knowledge of regulations, and a tech-forward mindset. Competitive compensation, health benefits, and a culture of meritocracy are offered.

Qualifications

• 15+ years of domain expertise across tax credits and incentives.
• Multi-jurisdictional experience highly valued.
• Proven record of applying technology to scale professional services.

Responsibilities

• Define and drive a growth agenda for R&D and state/federal incentives.
• Architect a technology-led, client-obsessed platform.
• Deliver impact for mid-market enterprises navigating complex structures.

Skills

Advanced knowledge of IRC Sections 41, 45L, 179D, ERC, and WOTC

Founder DNA: Thinks like a builder

Client-Centric: Unyielding in pursuit of excellence

Education

CPA or JD preferred

Tools

SaaS

Low-code tools

Data-driven dashboards

Job description

A leading business solutions firm seeks an entrepreneurial Head of Tax Credit Services to lead and scale a vital business line at the intersection of tax innovation, capital markets, and technology. Responsibilities include driving growth, creating proprietary methodologies, and delivering client value. Qualified candidates will have over 15 years of experience in tax credits, advanced knowledge of regulations, and a tech-forward mindset. Competitive compensation, health benefits, and a culture of meritocracy are offered.