Tax Manager, Sustainability Credits

About the role

The Global Investment and Innovation Incentives (“Gi3”) practice at Deloitte Tax LLP provides comprehensive tax C&I services across more than 150 countries and regions worldwide. The Gi3 tax team is a national team of specialists dedicated to providing sustainability and ESG 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 advise 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)
• 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
  • Chartered Financial Advisor (CFA)
• 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

Benefits

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $105,375 to $215,375.

Pay

The salary range for this role is $105,375 to $215,375.

Schedule

The schedule for this role is flexible, allowing for a hybrid work model where US Tax professionals are required to co-locate in person 2–3 days per week.