Job DescriptionJob 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.
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, 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 benefits 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
Other duties as requiredSupervisory 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
Qualifications, Knowledge, Skills and Abilities:Education:- 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: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
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