Credits & Incentives Tax Director

About the role

Baker Tilly is seeking a C&I Director, Tax to join their 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, 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 strong relationships internally and externally with colleagues, clients, and the community.
• Manage client engagement staffing, billings/collections, and ensure client profitability targets are met.
• 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 contribute to further building and training the team.
• Participate in firm-wide learning and development programs and act as a career advisor to seniors, managers, and senior managers.
• 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 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 is required.
• Three (3) years of management experience, mentoring, and counseling team members is desired.
• The ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning, and exhibit a sense of urgency and commitment to quality and the timely completion of projects is required.
• 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 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 are required.
• A highly motivated self-starter with experience in managing multiple client engagements and creative problem-solving and research skills are essential.

Qualifications

• 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 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 are required.
• A highly motivated self-starter with experience in managing multiple client engagements and creative problem-solving and research skills are essential.

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.