Tax Manager, Sustainability Credits

About the role

The Global Investment and Innovation Incentives (“Gi3”) practice at Deloitte Tax LLP provides clients with a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive tax C&I services.

Responsibilities

• Manage and facilitate Federal C&I engagements related to sustainability and ESG, including programs under the Internal Revenue Code ("IRC"), such as:
  • IRC section 45Q Carbon Capture Tax Credit
  • IRC section 48 Investment Tax Credit
  • IRC section 45 Production Tax Credit
  • IRC section 30C Alternative Fuel Vehicle Refueling Property Credit
  • IRC section 1400Z Qualified Opportunity Zones
  • IRC section 45D New Markets Tax Credit
• Deliver value to clients by identifying opportunities and advising clients on potential benefit and eligibility requirements
• Maintain and develop strong internal and client relationships
• Demonstrate sound judgment and a quality-first mentality with respect to evaluating eligibility for various fact patterns
• Develop process with our colleagues in other technical specialties and other materials to perform benefit calculations
• Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as valuation studies, tax equity modeling, and life cycle assessment ("LCA") studies
• Identify potential issues and propose solutions to leadership, as well as implement process improvement strategies
• Ensure accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responses
• Monitor legislative and regulatory tax developments and work with the team to present potential opportunities to assist clients
• Develop and mentor team members
• Provide support with various internal initiatives and special tax related projects

Qualifications

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2–3 days per week
• Bachelor’s degree in accounting, finance, law, business administration, economics, engineering, environmental studies, geology, or related field
• 5+ years of experience in related field (exception applies for master’s degree with 2+ years of experience)
• Limited immigration sponsorship may be available
• One of the following active accreditations obtained:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible, one of the other designations listed below based on role and business approval:
• Licensed Attorney
• Enrolled Agent
• Certifications:
• Project Management Professional (PMP)
• Chartered Financial Advisor (CFA)
• Professional Engineer
• GRI Certification
• Demonstrated analytical and research skills, as well as effective verbal and written communication skills
• Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities
• Demonstrated ability to collaborate and proactively develop internal and external working relationships
• Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve

Preferred

• Advanced degree such as MST, LLM, or JD, or related field
• Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities
• Experience with tax technical research (e.g., CCH, Hein, Lexis, RIA, etc.)
• Experience with Federal or State and Local C&I
• Experience with sustainability technologies or environmental sciences
• Previous Big 4 or large CPA or law firm experience
• Experience with Microsoft Office Suite, especially Excel

Pay

A reasonable estimate of the current range is $105,375 to $215,375.

Schedule

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.