Talent.com
Tax Manager, Credits & Incentives

Tax Manager, Credits & Incentives

BDO USAChicago, IL, United States
6 days ago
Job type
  • Full-time
Job description

Join to apply for the Tax Manager, Credits & Incentives role at BDO USA .

Job Summary

A STS Tax Manager, Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the STS Tax Manager, Credits & Incentives is charged with marketing, networking and business development within his / her area of experience and specialization, and recognizing potential changes in credit & incentives policy. In addition, the STS SALT Credits & Incentives Manager works with the Core Tax Partners, Directors, and Senior Managers to provide credits & incentives expertise to their clients.

Research

  • Identifies complex credits & incentives situations, when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted
  • Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a credits & incentives opportunities matrix of the research findings
  • Develops relationships with in-state and out of state Department of Tax (DOT) / Department of Revenue (DOR) and Economic Development personnel

Tax Compliance

  • Conducts detailed reviews of income tax returns, and identifies the most significant statutory credit opportunities
  • Evaluates a client’s current compliance processes, and provides customized and automated solutions for the client to comply with annual credits & incentives reporting
  • Tax Consulting

  • Drafts credits & incentives memorandums and other documentation on various credits & incentives issues
  • Conducts review of a client’s operations to determine in which jurisdictions credits & incentives opportunities may exist
  • Applies all applicable state tax consulting sub-specialties, and confers with other STS professionals when appropriate
  • Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements
  • Assists in the development of consultative credits & incentives strategies
  • Manages the expectations of assigned clients
  • Tax Controversy

  • Drafts responses to notices from state taxing authorities
  • Represents clients before any tax authority on credits & incentives issues
  • Assists with exam support
  • Tax Related Software

  • Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks
  • Tax Specialization

  • Provides technical client service to multi-state clients on credits & incentives matters
  • Conducts negotiation credits & incentives matters
  • Drafts technical memorandums regarding credits & incentives issues
  • Strategy Development

  • Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefit clients
  • Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards
  • Assists with researching credits & incentives strategies
  • Suggests marketing approaches for new client acquisitions
  • Supervisory Responsibilities

  • Supervises the day-to-day workload of STS SALT Senior Associates and Associates on assigned engagements, and reviews work product
  • Ensures STS SALT Senior Associates, Associates and Interns are trained on all relevant tax software
  • Evaluates the performance of STS SALT Senior Associates and Associates, and assists in the development of goals and objectives to enhance professional development
  • Delivers periodic performance feedback, and completes performance evaluations for STS SALT Senior Associates, Associates and Interns
  • Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate
  • Education

  • Bachelor’s degree in Accounting or other relevant field, required
  • Master’s degree in Accounting or Taxation or Juris Doctorate, preferred
  • Qualifications, Knowledge, Skills and Abilities

  • Bachelor’s degree in Accounting or other relevant field, required
  • Master’s degree in Accounting or Taxation or Juris Doctorate, preferred
  • Experience

  • Five (5) or more years of state and local / multistate tax experience required, with experience in credits & incentives strongly preferred
  • Experience supervising tax professionals on a project or engagement basis, required
  • Experience preparing and / or reviewing tax provisions, preferred
  • License / Certifications

  • CPA or other relevant certification, required
  • Software

  • Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred
  • Exposure to and familiarity with standard tax applications and research tools, preferred
  • Language

    N / A

    Other Knowledge, Skills & Abilities

  • Excellent verbal and written communication skills
  • Superior analytical and research skills
  • Solid organizational skills, with the ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Ability to work in a deadline-driven environment, and handle multiple projects simultaneously
  • Capable of effectively managing a team of tax professionals, and delegating work assignments as needed
  • Capacity to build and maintain strong relationships with internal and client personnel
  • Ability to encourage a team environment on engagements, and contribute to the professional development of assigned personnel
  • Executive presence, with the ability to act as primary contact on assigned engagements
  • Ability to successfully interact with professionals at all levels
  • Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of credits & incentives services
  • Advanced knowledge of sources utilized in credits & incentives filings
  • Advanced knowledge and understanding of cause / effect for taxable conditions on clients, and the potential credits and incentives opportunities
  • Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

    National Range : $79,800 - $168,000

    Maryland Range : $79,800 - $168,000

    NYC / Long Island / Westchester Range : $79,800 - $168,000

    Washington DC Range : $79,800 - $168,000

    About Us

    Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

    At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

    BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits

  • offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
  • We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

  • Welcoming diverse perspectives and understanding the experience of our professionals and clients
  • Empowering team members to explore their full potential
  • Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
  • Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
  • Focus on resilience and sustainability to positively impact our people, clients, and communities
  • BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
  • Benefits may be subject to eligibility requirements.
  • Equal Opportunity Employer, including disability / vets

    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

    BDO USA, P.A. is an EO employer M / F / Veteran / Disability

    Click here to find out more!

    #J-18808-Ljbffr

    Create a job alert for this search

    Manager Credit • Chicago, IL, United States

    Related jobs
    • Promoted
    • New!
    Manager - Tax

    Manager - Tax

    Illinois StaffingChicago, IL, US
    Full-time
    International Tax And Transfer Pricing Manager.Hyatt seeks an enthusiastic International Tax And Transfer Pricing Manager to join our Global Tax team. In this role, you will be responsible for manag...Show moreLast updated: 6 hours ago
    • Promoted
    Senior Accounting & Tax Manager

    Senior Accounting & Tax Manager

    MC Machinery SystemsElk Grove Village, IL, United States
    Full-time
    Senior Accounting & Tax Manager Position : .The Senior Accounting & Tax Manager is a key leadership role responsible for managing complex accounting operations with a focus on tax compliance and fore...Show moreLast updated: 1 day ago
    • Promoted
    Manager - Tax

    Manager - Tax

    National Black MBA AssociationChicago, IL, United States
    Full-time
    Hyatt seeks an enthusiastic International Tax and Transfer Pricing Manager to join our Global Tax team.In this role, you will be responsible for managing transfer pricing compliance, planning, and ...Show moreLast updated: 3 days ago
    • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Plante MoranChicago, IL, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager

    Tax Manager

    CFSOak Brook, IL, US
    Full-time
    We're looking for a proactive and detail-driven Tax Manager to lead our growing tax function.This is a high-impact role responsible for ensuring compliance across all tax areas while driving tax pl...Show moreLast updated: 20 days ago
    • Promoted
    Tax Accounting Manager

    Tax Accounting Manager

    GrouponChicago, IL, United States
    Full-time
    Groupon is an experienced marketplace that brings people more ways to get the most out of their city or wherever they may be. By enabling real-time mobile commerce across local businesses, live even...Show moreLast updated: 13 days ago
    • Promoted
    Manager - Tax

    Manager - Tax

    Hispanic Alliance for Career EnhancementChicago, IL, United States
    Full-time
    Hyatt seeks an enthusiastic International Tax and Transfer Pricing Manager to join our Global Tax team.In this role, you will be responsible for managing transfer pricing compliance, planning, and ...Show moreLast updated: 4 days ago
    • Promoted
    Specialized Tax Services - Energy Incentives & Credits Senior Manager

    Specialized Tax Services - Energy Incentives & Credits Senior Manager

    Chicago StaffingChicago, IL, US
    Full-time
    Senior Manager, Energy Incentives.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses na...Show moreLast updated: 16 days ago
    • Promoted
    Tax Senior Manager- Real Estate Tax Credits

    Tax Senior Manager- Real Estate Tax Credits

    Plante MoranSchaumburg, IL, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    WipfliChicago, IL, United States
    Full-time
    At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show moreLast updated: 6 days ago
    • Promoted
    Senior Tax Manager, Financial Services (Capital Markets / Partnerships)

    Senior Tax Manager, Financial Services (Capital Markets / Partnerships)

    CroweChicago, IL, United States
    Full-time
    Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show moreLast updated: 19 days ago
    • Promoted
    Manager - Tax

    Manager - Tax

    HyattChicago, IL, United States
    Full-time
    Be among the first 25 applicants.Hyatt seeks an enthusiastic International Tax and Transfer Pricing Manager to join our Global Tax team. In this role, you will be responsible for managing transfer p...Show moreLast updated: 6 days ago
    • Promoted
    M&A Tax Manager

    M&A Tax Manager

    CFSChicago, IL, US
    Full-time
    Now Hiring : Tax Manager - CPG Industry | Hybrid | Chicago, IL.Are you a mid-level tax professional ready to take on a dynamic, high-impact role in a leading. This hybrid role offers the opportunity ...Show moreLast updated: 20 days ago
    • Promoted
    Senior Tax Manager / Director

    Senior Tax Manager / Director

    JobotBarrington, IL, US
    Permanent
    Senior Tax Manager / Director - Outstanding tenure at this boutique firm, Great comp, profit sharing, 401K, generous weeks PTO and full benefits. This Jobot Job is hosted by : Jeffrey Skarvan.Are you a...Show moreLast updated: 11 days ago
    • Promoted
    R&D Tax Credit Senior Manager

    R&D Tax Credit Senior Manager

    CroweChicago, IL, United States
    Full-time
    Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show moreLast updated: 2 days ago
    • Promoted
    Tax Mergers and Acquisition (Tax M&A) - Manager

    Tax Mergers and Acquisition (Tax M&A) - Manager

    PwCChicago, IL, United States
    Full-time
    At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and...Show moreLast updated: 2 days ago
    • Promoted
    Mergers and Acquisition Tax, Senior Manager

    Mergers and Acquisition Tax, Senior Manager

    PRICE WATERHOUSE COOPERSChicago, IL, United States
    Full-time
    A career in our Merger and Acquisition Tax practice, within Tax services, will provide you with the opportunity to help our clients meet and manage their tax obligations across unique but ever chan...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Manager, Lead Tax Services

    Tax Manager, Lead Tax Services

    CroweChicago, IL, United States
    Full-time
    Your Journey at Crowe Starts Here : .At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i...Show moreLast updated: 20 days ago