Director, Global Tax Incentives

Description


About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with entrepreneurial, action and results-oriented professionals. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

The Team

We are currently growing our Gobal Tax Incentives (GTI) practice. A&M's GTI team helps identify overlooked opportunity areas across a range of industries where qualified credit activities exist and provides the tools needed to complete the complicated credit calculation. Our team of professionals assists clients in preparing and preserving the documentation required to support qualifying activities and departments. We are presently seeking a Director to join our national practice.

How you will contribute

As a Director within GTI, you will:

• Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading interviews with client subject matter experts, writing technical memorandum, performing tax technical research, and developing quantitative workpapers supporting amounts claimed
• Assistance on federal tax consulting services, including meals and entertainment, accounting method assessments, energy incentives, and meals and entertainment deductions
• Communicate directly with client personnel, including operations, finance, accounting, and engineering
• Manage and implement multiple projects simultaneously, which include client interviews, computations, analysis, data gathering and coordination of A&M and client resources
• Assist with tax research, responses to IRS inquiries, drafting IRS protest letters, and writing other technical memoranda as needed.
• Flexibility to travel to client sites 25% of the time
• Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
• Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
• Build client relationships and demonstrate a working knowledge of client businesses
• Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
• Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
• Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
• Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
• Regularly supports business development efforts including seeing opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

Qualifications:

• 4-6+ years of experience working on Research and Development Tax Credit engagements
• Bachelor's degree in accounting, finance, economics, or a STEM discipline
• Advanced Degree preferred: MA/MS, JD or LLM
• CPA or Licensed Attorney, or applicable certification required
• Excellent verbal and written communication skills and ability to articulate complex information and to establish credibility and influence clients
• Excellent research, writing, and analytical skills
• Advanced user of all Microsoft Office products (with an emphasis on Excel and high proficiency in spreadsheets)
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
• Detail-oriented and possess strong organizational skills to excel in a deadline-driven environment
• Prior proven experience leading others while managing multiple work streams
• Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
• Passion for training and mentoring staff

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

About Alvarez & Marsal

Alvarez & Marsal (A&M) is a global consulting firm with over 10,000 entrepreneurial, action and results-oriented professionals in over 40 countries. We take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who positively impact our clients and shape our industry. The collaborative environment and engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.

The Team

We are currently growing our Gobal Tax Incentives (GTI) practice. A&M's GTI team helps identify overlooked opportunity areas across a range of industries where qualified credit activities exist and provides the tools needed to complete the complicated credit calculation. Our team of professionals assists clients in preparing and preserving the documentation required to support qualifying activities and departments. We are presently seeking a Director to join our national practice.

How you will contribute

As a Director within GTI, you will:

• Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading interviews with client subject matter experts, writing technical memorandum, performing tax technical research, and developing quantitative workpapers supporting amounts claimed
• Assistance on federal tax consulting services, including meals and entertainment, accounting method assessments, energy incentives, and meals and entertainment deductions
• Communicate directly with client personnel, including operations, finance, accounting, and engineering
• Manage and implement multiple projects simultaneously, which include client interviews, computations, analysis, data gathering and coordination of A&M and client resources
• Assist with tax research, responses to IRS inquiries, drafting IRS protest letters, and writing other technical memoranda as needed.
• Flexibility to travel to client sites 25% of the time
• Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
• Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
• Build client relationships and demonstrate a working knowledge of client businesses
• Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
• Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
• Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
• Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
• Regularly supports business development efforts including seeing opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

Qualifications:

• 4-6+ years of experience working on Research and Development Tax Credit engagements
• Bachelor's degree in accounting, finance, economics, or a STEM discipline
• Advanced Degree preferred: MA/MS, JD or LLM
• CPA or Licensed Attorney, or applicable certification required
• Excellent verbal and written communication skills and ability to articulate complex information and to establish credibility and influence clients
• Excellent research, writing, and analytical skills
• Advanced user of all Microsoft Office products (with an emphasis on Excel and high proficiency in spreadsheets)
• Ability to simultaneously work on several projects and effectively manage deadlines
• High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
• Detail-oriented and possess strong organizational skills to excel in a deadline-driven environment
• Prior proven experience leading others while managing multiple work streams
• Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
• Passion for training and mentoring staff

Your journey at A&M

We recognize that our people are the driving force behind our success, which is why we prioritize an employee experience that fosters each person's unique professional and personal development. Our robust performance development process promotes continuous learning, rewards your contributions, and fosters a culture of meritocracy. With top-notch training and on-the-job learning opportunities, you can acquire new skills and advance your career.

We prioritize your well-being, providing benefits and resources to support you on your personal journey. Our people consistently highlight the growth opportunities, our unique, entrepreneurial culture, and the fun we have together as their favorite aspects of working at A&M. The possibilities are endless for high-performing and passionate professionals.

Regular employees working 30 or more hours per week are also entitled to participate in Alvarez & Marsal Holdings' fringe benefits consisting of healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined periodically as well as a 401(k) retirement savings plan. Provided the eligibility requirements are met, employees will also receive an annual discretionary contribution to their 401(k) retirement savings plan from Alvarez & Marsal. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave. The amount of vacation and personal days available varies based on tenure and role type. Click here for more information regarding A&M's benefits programs.

The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

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