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 appropriate research sources
• 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
• Suggests marketing approaches for new client acquisitions

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
• Assists with researching credits & incentives strategies

Supervisory Responsibilities

• Supervises STS SALT Senior Associates and Associates on assigned engagements
• Trains STS SALT Senior Associates, Associates, and Interns on relevant tax software
• 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

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 are an EO employer M/F/Veteran/Disability and 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. We offer flexible and opportunities for advancement, and our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.