Tax Senior - Credits & Incentives

About the role

Deloitte Tax LLP’s Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. With more than 1,000 practitioners supporting clients across more than 150 countries and regions, Gi3 advises on complex tax credit and incentive matters across industries.

Responsibilities

• Manage federal credits and incentives engagements, including analyses related to the Research and Development tax credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal credit programs
• Identify eligible client activities, gather and analyze supporting documentation, and assist with the preparation of claims and filings
• Prepare and review engagement deliverables, including calculations, tax forms, memoranda, executive summaries, presentation materials, and audit response support
• Maintain awareness of legislative and regulatory developments and work with leadership to identify client opportunities, process improvements, and new service offerings
• Build and sustain professional relationships across client teams and Deloitte businesses while coordinating day-to-day workstreams and guiding junior professionals

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, Engineering, Technology, Environmental Science, or another business, science, or engineering field
• 3+ years of experience in federal tax, credits and incentives, or public accounting
• Experience with Research and Development tax incentives and/or one or more of the following: New Markets Tax Credit, Qualified Opportunity Zones, or renewable energy tax credits
• Experience preparing technical analyses, credit calculations, tax forms, memoranda, executive summaries, or audit response materials
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
• One of the following accreditations obtained, in process, or willing and able to obtain:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible:
• Licensed attorney
• Enrolled Agent
• Project Management Professional (PMP)
• Chartered Financial Advisor (CFA)
• Professional Engineer

Benefits

At Deloitte, we offer a comprehensive benefits package that includes:

• Discretionary annual incentive program
• Flexible work arrangements
• Professional development opportunities
• Inclusive culture
• Competitive compensation and benefits

Pay

$78,675 to $160,750

Schedule

Hybrid work model requiring US Tax professionals to co-locate in person 2 – 3 days per week

Team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that brings together specialized tax services developed in response to tax planning opportunities, marketplace needs, and innovation. NFTS professionals support large organizations across industries with tax planning and compliance needs.

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Equal Opportunity Employer

We are committed to providing equal employment opportunities to all individuals regardless of their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.