Overview
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm,
providing clients with a genuine coast-to-coast and global advantage in major
regions of the U.S. and in many of the world's leading financial centers -
New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is
an independent member of Baker Tilly International, a worldwide network of
independent accounting and business advisory firms in 145 territories, with
41,000 professionals and a combined worldwide revenue of $4.7 billion.
Please discuss the work location status with your Baker Tilly talent
acquisition professional to understand the requirements for an opportunity you
are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All
qualified applicants will receive consideration for employment without regard
to race, color, religion, sex, national origin, disability or
protected veteran status, gender identity, sexual orientation, or any
other legally protected basis, in accordance with applicable federal, state or
Any unsolicited resumes submitted through our website or to Baker Tilly US,
LLP, employee e-mail accounts are considered property of Baker Tilly US,
LLP, and are not subject to payment of agency fees. In order to be an
authorized recruitment agency ("search firm") for Baker Tilly US,
LLP, there must be a formal written agreement in place and the agency must
be invited, by Baker Tilly's Talent Attraction team, to submit
candidates for review via our applicant tracking system.
Responsibilities
Baker Tilly, one of the fastest growing CPA advisory firms in the nation,
has an incredible career opportunity for a Federal Credits and Incentives
(C&I) Manager, Tax to join our growing Federal statutory credits
practice. This is a remote position.
Our C&I Statutory Tax Credits practice is made up of professionals across
the U.S., who work with clients to develop an efficient and cost-effective
approach for identifying, calculating and documenting eligible federal
credits, mostly under the Inflation Reduction Act, but also including
other credits related to energy efficiency, alternative power, domestic
manufacturing, workplace diversity and economic stimulation by geography.
Our team has assisted clients in a variety of industries to identify,
document and sustain federal credits through a comprehensive understanding of
their business operations. This practice does not focus on research
(R&D) tax credits or state and local credits and incentives, although
you will collaborate with professionals in these specialty areas.
You will enjoy this role if:
You would like to work directly with CFO's, owners and leaders from middle
market companies to help them increase cash flow, reduce tax liability and
optimize investment in new technology
You thrive in opportunities to hone your technical skills and will enjoy
working with a variety of clients that present exposure to unique technical
challenges
You crave a leadership opportunity to help build a fast growing,
entrepreneurial federal tax credits practice who is also down-to-earth and
thrives in collaboration
You want to be part of a firm that values specialty tax practices and is
invested in your success, providing the resources and support for you to
grow now, for tomorrow
What you'll do:
Be a trusted advisor to middle market clients by providing strategic federal
tax credit consulting services that includes:
Work with other industry experts to document eligibility and qualification of
clients for certain federal tax credits
Research and draft technical memoranda related to federal tax credit matters
Support industry experts with tax technical issues
Develop industry thought leadership including writing internal and external
articles and preparing internal and external presentations
Develop an understanding of each client's business and become a functional
expert in the relevant techn cal area
Assist with managing client engagement staffing, billings/collections,
and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships
internally and externally with colleagues, clients and the community
Build a team as your practice area grows
Invest in your professional development individually and through participation
in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly
Care and Teach philosophy, helping associates meet their professional goals
Act as a career advisor to associates, seniors and managers
Review work prepared by Associate and Senior Associate professionals and work
with Senior Managers, Directors and Partners on client optimization strategies
Qualifications
Qualifications:
Bachelor's degree in Accounting, Finance, Economics, Engineering,
Computer Science or other related field required; Masters or advanced degree
pr
CPA or JD highly preferred.
Four (4)+ year(s) of work experience in federal tax consulting,
preferably federal statutory credits, including those related to the
Inflation Reduction Act, CHIPS Act, Opportunity Zones and Work Opportunity Tax