Credits & Incentives Tax Director

About the role

Baker Tilly is seeking a C&I Director, Tax to join our growing Tax Credits practice. The ideal candidate will work directly with CFOs, owners, and tax directors from middle market and Fortune 500 companies.

Responsibilities

• Work with other industry experts to document eligibility and qualification of clients for certain federal and state statutory and negotiated credits and incentives
• Identify purchasers of federal and state tax credits able to be transferred
• Close tax credit transactions along with mitigating risk to tax credit purchasers
• Research and draft technical memoranda related to 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
• Aid in managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the community
• Coordinate with C&I leadership to drive opportunities through existing and prospective clients and be part of further building and training the team
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Review work prepared by Managers and Senior Managers professionals and work with Managing Directors and Partners on client optimization strategies

Requirements

• 4-year degree required
• CPA, EA or CMI certification required
• Minimum of Twelve (12)+ years of work experience in Tax C&I consulting, preferably federal and/or state statutory credits, including those related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones and Work Opportunity Tax Credit or other equivalent required
• Three (3) years of management experience, mentoring and counseling team members is desired

Qualifications

• Eligibility to work in the U.S., without sponsorship, highly preferred
• Prior success in leading key business development, project delivery and practice development activities preferred
• Demonstrate success to the firm around practice development, providing thought leadership and meeting target sales goals by having an established network and participating in various market facing activities, such as industry presentations, webcasts, professional networking events, etc.
• Excellent verbal and written communication skills
• Must be a highly motivated self-starter and have experience in managing multiple client engagements
• Creative problem solving and research skills

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees, including a pay rate range of $210,380 to $398,850.