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Overview:
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Responsibilities:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Federal Credits and Incentives (C&I) Senior Manager / Director, Tax to join our growing Federal statutory credits practice. This is a remote position.
Our C&I Statutory Tax Credits practice is made up of professionals across the U.S., who work with clients to develop an efficient and cost-effective approach for identifying, calculating and documenting eligible federal credits, mostly under the Inflation Reduction Act, but also including other credits related to energy efficiency, alternative power, domestic manufacturing, workplace diversity and economic stimulation by geography. Our team has assisted clients in a variety of industries to identify, document and sustain federal credits through a comprehensive understanding of their business operations. This practice does not focus on research (R&D) tax credits or state and local credits and incentives, although you will collaborate with professionals in these specialty areas.
You will enjoy this role if:
You would like to work directly with CFO’s, owners and leaders from middle market companies to help them increase cash flow, reduce tax liability and optimize investment in new technology
You thrive in opportunities to hone your technical skills and will enjoy working with a variety of clients that present exposure to unique technical challenges
You crave a leadership opportunity to help build a fast growing, entrepreneurial federal tax credits practice who is also down-to-earth and thrives in collaboration
You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow
What you’ll do:
Be a trusted advisor to middle market clients by providing strategic federal tax credit consulting services that includes:
Work with other industry experts to document eligibility and qualification of clients for certain federal tax credits
Research and draft technical memoranda related to federal tax credit matters
Support industry experts with tax technical issues
Develop industry thought leadership including writing internal and external articles and preparing internal and external presentations
Develop an understanding of each client’s business and become a functional expert in the relevant technical area
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the community
Build a team as your practice area grows
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Act as a career advisor to associates, seniors and managers
Review work prepared by Associate, Senior Associate and Manager professionals and work with Directors and Partners on client optimization strategies
Qualifications:
Qualifications:
Bachelor’s degree in Accounting, Finance, Economics, Engineering, Computer Science or other related field required; Masters or advanced degree preferred
CPA or JD highly preferred.
Five (5)+ year(s) of work experience in federal tax consulting, preferably federal statutory credits, including those related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones and Work Opportunity Tax Credit
2+ year(s) of supervisory experience, mentoring and counseling team members is desired
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the “big picture” as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Eligibility to work in the U.S., without sponsorship, highly preferred
Additional Information:
For California, Colorado, New York, Washington and remote roles: The compensation range for this role is $108,730 to $230,480. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
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