Tax Senior Manager, State and Local Tax - Credits & Incentives

Tax Senior Manager, Salt - Credits & Incentives

Job Summary : The Tax Senior Manager, SALT - 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 Tax Senior Manager, SALT - Credits & Incentives will be charged with marketing, networking, and business development within their area of experience and specialization and recognizing potential changes in credit & incentive policy. In addition, the Tax Senior Manager, SALT - Credits & Incentives will work with the Core Tax Principals, and Directors to provide credits & incentives expertise to their clients.

Job Duties :

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 with the ability to identify most significant statutory credit opportunities

Evaluates clients current compliance processes and provide customized and automated solutions for companies to comply with their annual credits & incentives reporting

Tax Consulting :

Drafts credits & incentives memorandums, and other documentation on various credits & incentives issues

Conducts review of client 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

Provides assistance 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 companies on credits & incentives matters

Conducts negotiation on credits & incentives matters

Drafts technical memoranda regarding credits & incentives issues

Strategy Development :

Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients

Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards

Assist with researching credits & incentives strategies

Suggests marketing approaches for new client acquisition

Other duties as required

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 Managers, Senior Associates, Associates and Interns
• Acts as Career Advisor to STS SALT Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities :

• Education : Bachelors degree in Accounting or another relevant field, required
• Masters degree in Accounting / Taxation or J.D., preferred
• Experience : Eight (8) or more years of prior experience in state and local / multistate experience required in the credits & incentives area, required
• Prior experience supervising tax professionals on a project or engagement basis, required
• Prior experience preparing and / or reviewing tax provisions, preferred
• License / Certifications : CPA certification or other relevant certification, required
• Software : Proficient in the use of Microsoft Office Suite, specifically Excel and Word, required
• 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 especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently or within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effective 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 team environment on engagements and contribute to the professional development of assigned personnel
• Executive presence and 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 of relevant information utilized in credits & incentives filings
• Advanced knowledge and understanding of cause / effect for taxable conditions on clients and the potential credits & 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 : $99,750 - $262,500

Maryland Range : $99,750 - $262,500

NYC / Long Island / Westchester Range : $99,750 - $262,500

Washington DC Range : $99,750 - $262,500