Credits & Tax Director

Overview

Baker Tilly is an international network of independent accounting and business advisory firms providing tax and business advisory services across the U.S. Baker Tilly US, LLP is a licensed independent CPA firm.

Credits and Incentives (C&I) Director, Tax – responsible for leading the Tax Credits practice, consulting with middle‑market and Fortune 500 clients to identify, calculate, document, and transfer eligible federal and state tax credits.

• Act as a trusted advisor to middle‑market clients, providing strategic tax credit consulting services.
• Work with industry experts to document eligibility and qualification for federal and state credits and incentives.
• Identify purchasers of federal and state tax credits suitable for transfer.
• Close tax credit transactions while mitigating risk to purchasers.
• Research and draft technical memoranda on tax credit matters.
• Provide technical support to industry experts.
• Develop industry thought leadership through internal and external articles and presentations.
• Become a functional expert in each client’s relevant technical area.
• Assist with managing client engagement staffing, billing/collections, and ensuring profitability targets are met.
• Network and build relationships internally and externally, with colleagues, clients, and the community.
• Coordinate with C&I leadership to drive opportunities through existing and prospective clients and contribute to team building and training.
• Invest in your own professional development and participate in firm‑wide learning and development programs.
• Act as a career advisor to senior managers and managers.
• Review work prepared by managers and senior managers, and collaborate with partners on client optimization strategies.

• 4‑year degree required.
• CPA, EA, or CMI certification required.
• Minimum of 12 years of work experience in Tax C&I consulting, preferably federal and/or state statutory credits, including credits related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones, and Work Opportunity Tax Credit.
• 3+ years of management experience, mentoring and counseling team members.
• Demonstrated ability to lead and supervise others, provide exceptional client service, and commit to continuous learning.
• Strong ethical knowledge and commitment, sense of urgency, and commitment to quality and timely project completion.
• Eligibility to work in the U.S. without sponsorship, highly preferred.
• Prior success in business development, project delivery, and practice development activities.
• Ability to demonstrate success in practice development, providing thought leadership, and meeting sales targets.
• Excellent verbal and written communication skills.
• Motivated self‑starter with experience managing multiple client engagements.
• Creative problem‑solving and research skills.

The national pay rate range for this position is $210,380 to $398,850. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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.