Tax Senior, Sustainability Credits - National Federal Tax Services
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
- 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
- Identify and advise clients on potential benefits and eligibility requirements for sustainability and ESG programs
- Maintain and develop strong internal and client relationships
- Evaluate eligibility for various fact patterns with sound judgment and a quality-first mentality
- Develop processes with 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
- 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
- Limited immigration sponsorship may be available
- Bachelor's degree in accounting, finance, engineering, technology, or related field
- 3+ years' experience in related field
- 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
- 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
- GRI
Preferred
- Advanced degree such as Masters of Tax, JD, and/or LLM
- Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities
- Experience working in a virtual and/or global environment
- Passion for leveraging technology and exploring new technology solutions
- Excellent research and writing skills
- Excellent presentation and communications skills
- Previous Big 4 or large CPA or law firm experience
- Experience with Microsoft Office Suite, especially Excel
Pay
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 $78,625 to $160,750.