Credits & Incentives Tax Director

Baker Tilly Advisory Group, LP

Dallas, Texas

JOB DETAILS
SKILLS
Accounting, Affordable Housing, American Institute of Certified Public Accountants (AICPA), Applicant Tracking System, Bakery, Business Operations, Business Services, Cash Flow, Certified Public Accountant (CPA), Consulting, Customer Support/Service, Documentation, Entrepreneurship, Facebook, Federal Laws and Regulations, Federal Tax, Fortune 500 Customers, Head of Finance, Leadership, LinkedIn, Manufacturing, Professional Services, Recruiting/Staffing Agency, Regulations, Risk Management, State Laws and Regulations, State Tax, Tax Accounting, Tax Credits, Technical Drawing, Technical Research, Thought Leadership, Writing Skills
LOCATION
Dallas, Texas
POSTED
8 days ago
Overview

Baker 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 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 C&I 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 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 incentives
    • Identify purchasers of federal and state tax credits able to be transferred
    • Close tax credit transactions along with mitigating risk to tax credit purchasers
    • Research and draft technical memoranda related to 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 clientBBTECH_RESERVED_C

About the Company

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Baker Tilly Advisory Group, LP