Tax Manager, Credits & Incentives
BDO USA
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Benefits offered by this job
Job summary
Qualifications
- Five or more years of state and local tax experience, preferably in credits & incentives.
- Experience supervising tax professionals on projects.
- CPA or relevant certification required.
Responsibilities
- Advise clients on credits and incentives opportunities.
- Conduct detailed reviews of income tax returns.
- Draft responses to notices from state authorities.
Skills
Education
Tools
Job description
A STS Tax Manager, Credits & Incentives is responsible for advising clients on credit and incentive opportunities that align with their business objectives, recommending alternate courses of action, and identifying different methods of complying with credits & incentives statutes and regulations. In this role, the STS Tax Manager, Credits & Incentives is charged with marketing, networking, and business development within their area of experience and specialization, and recognizing potential changes in credit & incentive policy. The STS SALT Credits & Incentives Manager works with Core Tax Partners, Directors, and Senior Managers to provide credits & incentives expertise to their clients.
- Identifies complex credits & incentives situations that require research, provides an outline of the issue(s), and determines the appropriate source of research.
- Analyzes researched facts and sources before composing a detailed report or preparing a credits & incentives opportunities matrix.
- Develops relationships with in‑state and out‑of‑state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel.
- Conducts detailed reviews of income tax returns and identifies the most significant statutory credit opportunities.
- Evaluates a client’s current compliance processes and provides customized and automated solutions for annual credits & incentives reporting.
- Drafts credits & incentives memorandums and other documentation on various credits & incentives issues.
- Reviews a client’s operations to determine where 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 developing consultative credits & incentives strategies.
- Manages client expectations.
- Drafts responses to notices from state taxing authorities.
- Represents clients before any tax authority on credits & incentives issues.
- Assists with exam support.
- Utilizes credits & incentives research databases and other related software to complete assigned tasks.
- Provides technical client service to multi‑state clients on credits & incentives matters.
- Conducts negotiation credits & incentives matters.
- Drafts technical memorandums regarding credits & incentives issues.
- Reviews studies of credits & incentives opportunities to identify alternative courses of action that benefit clients.
- Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards.
- Assists with researching credits & incentives strategies.
- Suggests marketing approaches for new client acquisitions.
- 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 developing goals and objectives to enhance professional development.
- Delivers periodic performance feedback and completes performance evaluations for STS SALT Senior Associates, Associates and Interns.
- Acts as a career advisor to STS SALT Senior Associates and Associates, as appropriate.
- Bachelor’s degree in Accounting or other relevant field, required.
- Master’s degree in Accounting or Taxation or Juris Doctorate, preferred.
- Five (5) or more years of state and local/multistate tax experience, with experience in credits & incentives strongly preferred.
- Experience supervising tax professionals on a project or engagement basis, required.
- Experience preparing and/or reviewing tax provisions, preferred.
- CPA or other relevant certification, required.
- Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred.
- Exposure to and familiarity with standard tax applications and research tools, preferred.
- N/A.
- Excellent verbal and written communication skills.
- Superior analytical and research skills.
- Solid organizational skills with the ability to meet project deadlines with a focus on details.
- Ability to successfully multi‑task while working independently or within a group environment.
- Ability to work in a deadline‑driven environment and handle multiple projects simultaneously.
- Capable of effectively 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 a team environment on engagements and contribute to the professional development of assigned personnel.
- Executive presence with the ability to act as primary contact on assigned engagements.
- Ability to successfully interact with professionals at all levels.
- Advanced knowledge of the appropriate application of tax standards to ensure effective and efficient delivery of credits & incentives services.
- Advanced knowledge of sources 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: $79,800 - $168,000
Maryland Range: $79,800 - $168,000
NYC/Long Island/Westchester Range: $79,800 - $168,000
Washington DC Range: $79,800 - $168,000
Join us at BDO, where you will find more than a career—you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight‑driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On
- Welcoming diverse perspectives and understanding the experience of our professionals and clients
- Empowering team members to explore their full potential
- Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
- Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
- Focus on resilience and sustainability to positively impact our people, clients, and communities
- BDO Total Rewards that encompass so much more than traditional “benefits.”
- Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
BDO USA, P.A. is an EO employer M/F/Veteran/Disability.
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