Tax Senior Manager, State and Local Tax - 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 & incentives 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 client's 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

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