Senior Consultant leading projects for tax incentives and managing client interactions. Overseeing financial data analysis and delivering technical guidance within a tax services firm.
Responsibilities
Leads and delivers projects that help clients identify, document, calculate, and secure a variety of Federal and state income tax incentives
Manages key project workstreams, analyzes financial and technical data, conducts tax research
Supports audit defense, and prepares and reviews technical deliverables
Serves as a primary point of contact for clients, collaborates with cross-functional tax teams
Provides guidance and review for Consultants on the team
Facilitates knowledge sharing and contributes to process improvement across the practice
Leads client interviews with technical, engineering, finance, and tax personnel
Develops and supports client proposals, planning strategies, and deliverable presentations
Creates or reviews complex calculation models and databases
Prepares and reviews memorandums, interview reports, tax incentive calculations, and other project deliverables prior to manager review
Requirements
Bachelor’s or Master’s degree in Engineering, Architecture, or Construction-related fields
Four-year college degree from an accredited institution in practice-relevant area with 3+ years practice-relevant experience
Must have excellent organization and time management skills
Strong analytical, communication, writing, and project coordination skills
Proven ability to manage workstreams, lead client interactions, and review team deliverables
Develop and maintain relationships with a revolving list of clients in the AEC industry
Demonstrate a strong understanding of tax knowledge as pertaining to the 179D tax deduction and various sustainability/clean energy incentives
Strong inter- and intra-personal skills
Ability to communicate with C-suite, CPA, Principal, and Professional Architecture/Engineers on a variety of industry-specific topics
Engineering, Architecture, or Construction Management background/degree a strong plus
Advanced knowledge of Microsoft® Excel, Word, Access, PowerPoint, Outlook, and web-based research tools
Familiarity with legal/technical tax research platforms preferred.
Valid driver’s license required.
Benefits
Generous Personal Time Off (PTO)
14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
Benefits Eligibility Effective Day One
401K with Employer Match
Tuition Reimbursement After One Year of Service
Fertility Assistance Program
Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
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