Tax Senior - Credits & Incentives

Work you'll do

As a Senior, Tax Services on the Global Investment and Innovation Incentives (Gi3) team, you will be responsible for...

• Managing 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
• Identifying eligible client activities, gathering and analyzing supporting documentation, and assisting with the preparation of claims and filings
• Preparing and reviewing engagement deliverables, including calculations, tax forms, memoranda, executive summaries, presentation materials, and audit response support
• Monitoring legislative and regulatory developments and working with leadership to identify client opportunities, process improvements, and new service offerings
• Building and sustaining 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
• Limited immigration sponsorship may be available
• 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; Licensed attorney; Enrolled Agent; Project Management Professional (PMP); Chartered Financial Advisor (CFA); Professional Engineer
• Experience with tax research tools, including CCH, Hein, Lexis, or RIA
• Experience with federal or state and local credits and incentives
• Experience with sustainability technologies or environmental sciences
• Experience in a Big Four, public accounting, or law firm environment