Tax Manager, Credits & Incentives

Job Summary

A STS Tax Manager, Credits & Incentives advises clients on credit & incentive opportunities, recommends courses of action, and identifies compliance methods. This role involves marketing, networking, and business development, as well as providing credits & incentives expertise to clients. Responsibilities include conducting detailed reviews of tax returns, developing relationships with tax authorities, and managing engagements.

Research

• Identifies complex credits & incentives situations requiring research
• Provides an outline of issues and sources for research
• Analyzes researched facts and sources, preparing detailed reports or credits & incentives matrices

Tax Compliance

• Conducts detailed reviews of income tax returns to identify significant statutory credit opportunities
• Evaluates compliance processes and provides customized and automated solutions

Tax Consulting

• Drafts credits & incentives memorandums and documentation
• Drafts technical memorandums on credits & incentives issues
• Applies all applicable state tax consulting sub-specialties

Tax Controversy

• Drafts responses to notices from state taxing authorities
• Represents clients before tax authorities on credits & incentives issues
• Assists with exam support

Tax Related Software

• Utilizes credits & incentives research databases and software

Tax Specialization

• Provides technical client service to multi-state clients on credits & incentives matters
• Drafts technical memorandums on credits & incentives issues
• Manages expectations of assigned clients

Strategy Development

• Reviews studies of credits & incentives opportunities to identify alternative courses of action
• Develops new or improved ideas to advance clients' positions in maximizing credits & incentives awards
• Suggests marketing approaches for new client acquisitions

Supervisory Responsibilities

• Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements
• Evaluates performance of STS SALT Senior Associates, Associates, and Interns
• Delivers performance feedback and completes evaluations

Education

• Bachelor’s degree in Accounting or other relevant field, required
• Master’s degree in Accounting or Taxation or Juris Doctorate, preferred
• Five (5) or more years of state and local/multistate tax experience, 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
• CPA or other relevant certification, required