Director, Global Tax Incentives

About the role

A&M is seeking a Director to join our Global Tax Incentives (GTI) practice. The GTI team helps identify overlooked opportunity areas across various industries and provides the tools needed to complete complicated credit calculations. The ideal candidate will lead R&D tax credit consulting services, assist with federal tax consulting, communicate with client personnel, manage multiple projects, and supervise and mentor team members.

Responsibilities

• Work with multi-disciplinary teams to conduct R&D tax credit consulting services, including leading interviews with client subject matter experts, writing technical memos, performing tax technical research, and developing quantitative workpapers supporting amounts claimed.
• Assist with federal tax consulting services, such as meals and entertainment, accounting method assessments, energy incentives, and meals and entertainment deductions.
• Communicate directly with client personnel, including operations, finance, accounting, and engineering.
• Manage and implement multiple projects simultaneously, including client interviews, computations, analysis, data gathering, and coordination of A&M and client resources.
• Assist with tax research, responses to IRS inquiries, drafting IRS protest letters, and writing other technical memos as needed.
• Flexibility to travel to client sites 25% of the time.
• Manage risk, resources, staffing, and financial performance for multiple engagements at once, including billing, collections, and project budgets.
• Identify key tax issues and accurately quantify the impact in a clear, concise, and thoughtful analysis.
• Build client relationships and demonstrate a working knowledge of client businesses.
• Conduct day-to-day management of accounts to ensure timely and accurate work product.
• Supervise, develop, mentor, and motivate Associates, Senior Associates, and Managers through on-the-job training, providing performance feedback, counseling, and fostering a team-based atmosphere.
• Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams.
• Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills, and perspectives.
• Regularly support business development efforts, including identifying opportunities for add-on work, thought leadership, new client pitches, and optimizing the compliance process.

Qualifications

• 4-6+ years of experience working on R&D Tax Credit engagements.
• Bachelor’s degree in accounting, finance, economics, or a STEM discipline.
• Advanced Degree preferred: MA/MS, JD, or LLM.
• CPA or Licensed Attorney, or applicable certification required.
• Excellent verbal and written communication skills and ability to articulate complex information and establish credibility and influence clients.
• Excellent research, writing, and analytical skills.
• Advanced user of all Microsoft Office products, with an emphasis on Excel and high proficiency in spreadsheets.
• Ability to simultaneously work on several projects and effectively manage deadlines.
• High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches.
• Detail-oriented and possess strong organizational skills to excel in a deadline-driven environment.
• Prior proven experience leading others while managing multiple work streams.
• Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high-quality deliverables.
• Passion for training and mentoring staff.

Benefits

Regular employees working 30 or more hours per week are entitled to participate in Alvarez & Marsal Holdings’ fringe benefits, including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages. Additionally, employees are eligible for paid time off, including vacation, personal days, seventy-two (72) hours of sick time (prorated for part-time employees), ten federal holidays, one floating holiday, and parental leave. The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program based on individual and firm performance. Please ask your recruiter for details.

Culture & Values

At Alvarez & Marsal, our core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity guide everything we do, shaping a culture rooted in entrepreneurship, impact, and integrity. We trust our people to take ownership early, contribute to meaningful challenges, and drive results that matter. We empower growth and champion diverse perspectives. Above all, we value doing the right thing.