Credits & Incentives Tax Director

OverviewBaker Tilly is a leading advisory, tax and assurance 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, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.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 local law.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, 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.Job Description:Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Credits and Incentives (C&I) Director, Tax to join our growing Tax Credits practice.Our C&I 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, documenting and transferring eligible federal and state credits including federal and state credits related to affordable housing, historic rehabilitation, domestic manufacturing and workplace hiring. Our team has assisted clients in a variety of industries to identify, document and sustain federal and state credits through a comprehensive understanding of their business operations. Highly preferred to be connected to a Baker Tilly office.You will enjoy this role if:You would like to work directly with CFO’s, owners and tax directors from the middle market and Fortune 500 companies to help them increase cash flow, reduce tax liability and optimize investment in new technologyYou thrive in opportunities to hone your technical skills and will enjoy working with a variety of clients that present exposure to unique technical challengesYou crave a leadership opportunity to help build a fast growing, entrepreneurial C&I practice who is also down-to-earth and thrives in collaborationYou 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 tomorrowWhat you’ll do:Be a trusted advisor to middle market clients by providing strategic tax credit consulting services that includes:Work with other industry experts to document eligibility and qualification of clients for certain federal and state statutory and negotiated credits and incentivesIdentify purchasers of federal and state tax credits able to be transferredClose tax credit transactions along with mitigating risk to tax credit purchasersResearch and draft technical memoranda related to tax credit mattersSupport industry experts with tax technical issuesDevelop industry thought leadership including writing internal and external articles and preparing internal and external presentationsDevelop an understanding of each client’s business and become a functional expert in the relevant technical areaAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the communityCoordinate with C&I leadership to drive opportunities through existing and prospective clients and be part of further building and training the teamInvest in your professional development individually and through participation in firm wide learning and development programsAct as a career advisor to seniors, managers and senior managersReview work prepared by Managers and Senior Managers professionals and work with Managing Directors and Partners on client optimization strategiesQualifications4-year degree requiredCPA, EA or CMI certification requiredMinimum of Twelve (12)+ year(s) of work experience in Tax C&I consulting, preferably federal and/or state statutory credits, including those related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones and Work Opportunity Tax Credit or other equivalent required3+ year(s) of management experience, mentoring and counseling team members is desiredAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projectsEligibility to work in the U.S., without sponsorship, highly preferredPrior success in leading key business development, project delivery and practice development activities preferredDemonstrate success to the firm around practice development, providing thought leadership and meeting target sales goals by having an established network and participating in various market facing activities, such as industry presentations, webcasts, professional networking events, etc.Excellent verbal and written communication skillsMust be a highly motivated self-starter and have experience in managing multiple client engagementsCreative problem solving and research skillsThe pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.The national pay rate range is $210,380 to $398,850 #J-18808-Ljbffr Baker Tilly Advisory Group, LP