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
• Evaluates compliance processes and provides customized solutions

Tax Consulting

• Drafts credits & incentives memorandums and documentation
• Drafts technical memorandums on credits & incentives issues
• Applies relevant tax consulting sub-specialties and collaborates with other professionals

Tax Controversy

• Drafts responses to notices from state taxing authorities
• Represents clients before tax authorities
• Supports exam teams

Tax Related Software

• Utilizes credits & incentives research databases and software

Tax Specialization

• Provides technical client service on credits & incentives matters
• Drafts technical memorandums on credits & incentives issues
• Manages client expectations
• Develops new or improved ideas for maximizing credits & incentives awards
• Suggests marketing approaches for new client acquisitions

Strategy Development

• Reviews studies of credits & incentives opportunities
• Identifies alternative courses of action to benefit clients
• Develops new or improved ideas to advance clients' position in credits & incentives
• Suggests marketing approaches for new client acquisitions

Supervisory Responsibilities

• Supervises STS SALT Senior Associates and Associates on assigned engagements
• Evaluates performance and assists in professional development
• Delivers performance feedback and completes evaluations
• Trains on relevant tax software

Education

• Bachelor’s degree in Accounting or 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

About Us

BDO is committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. We offer flexibility and opportunities for advancement, and our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to ourselves, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. Our total rewards program encompasses so much more than traditional “benefits.”