Tax Manager, Credits & Incentives

Description du poste:

Job Summary:
A STS Tax Manager, 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 STS Tax Manager, Credits & Incentives is charged with marketing, networking and business development within his/her area of experience and specialization, and recognizing potential changes in credit & incentives policy. In addition, the STS SALT Credits & Incentives Manager works with the Core Tax Partners, Directors, and Senior Managers 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, and identifies the most significant statutory credit opportunities
* Evaluates a client's current compliance processes, and provides customized and automated solutions for the client to comply with annual credits & incentives reporting
Tax Consulting:
* Drafts credits & incentives memorandums and other documentation on various credits & incentives issues
* Conducts review of a client's 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
* Assists 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 clients on credits & incentives matters
* Conducts negotiation credits & incentives matters
* Drafts technical memorandums 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
* Assists with researching credits & incentives strategies
* Suggests marketing approaches for new client acquisitions
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 Senior Associates, Associates and Interns
* Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities:
Education:
* Bachelor's degree in Accounting or other relevant field, required
* Master's degree in Accounting or Taxation or Juris Doctorate, preferred
Experience:
* Five (5) or more years of state and local/multistate tax experience required, 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
License/Certifications:
* CPA or other relevant certification, required
Software:
* 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
Language:
* N/A
Other Knowledge, Skills & Abilities:
* 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 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 and 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