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

• Provide strategic tax credit consulting services to clients, including documentation of eligibility and qualification for federal and state statutory and negotiated credits.
• Identify purchasers of federal and state tax credits and close transactions while mitigating risk.
• Research and draft technical memoranda related to tax credit matters.
• Develop industry thought leadership through writing articles and preparing presentations.
• Build and maintain strong relationships with clients and the community.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Lead and supervise others, provide exceptional client service, and demonstrate commitment to continuous learning.
• Participate in market-facing activities such as industry presentations and webcasts.
• Manage and optimize practice development activities.
• Review work prepared by managers and senior managers, and work with managing directors and partners on client optimization strategies.

Requirements

• A 4-year degree is required.
• A CPA, EA, or CMI certification is required.
• At least 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.
• Minimum of 3 years of management experience, mentoring, and counseling team members.
• Eligibility to work in the U.S., without sponsorship, is highly preferred.
• Prior success in leading key business development, project delivery, and practice development activities is desired.
• Demonstrate success in practice development, providing thought leadership, and meeting target sales goals.
• Excellent verbal and written communication skills are required.
• The ability to be a highly motivated self-starter and manage multiple client engagements is essential.
• Strong creative problem-solving and research skills are necessary.

Qualifications

• Experience in leading key business development, project delivery, and practice development activities is desired.
• Prior success in leading key business development, project delivery, and practice development activities is preferred.
• Strong creative problem-solving and research skills are necessary.

Benefits

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

Schedule

Full-time position.

Pay

Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.

Skills

Highly preferred to be connected to a Baker Tilly office.

Benefits

Comprehensive compensation and benefits package to eligible employees.