Tax Senior Manager, State and Local Tax - Credits

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

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The Tax Senior Manager, SALT - Credits & Incentives is responsible for advising clients on credit & incentive opportunities related to their business objectives, recommending alternative courses of action, and identifying methods of complying with credits & incentives statutes and regulations. The role includes marketing, networking, business development, and partnership with Core Tax Principals and Directors to provide expertise to clients.

• Research:
  • Identifies complex credits & incentives situations, outlines the issue(s), and identifies appropriate research sources
  • Analyzes researched facts and sources prior to composing a detailed report or preparing a credits & incentives opportunities matrix
  • Develops relationships with in-state and out-of-state Department of Tax/Revenue and Economic Development personnel
• Tax Compliance:
  • Conducts detailed reviews of income tax returns to identify significant statutory credit opportunities
  • Evaluates client’s current compliance processes and provides customized, automated solutions for annual credits & incentives reporting
• Tax Consulting:
  • Drafts credits & incentives memorandums and other documentation on various issues
  • Conducts review of client operations to determine jurisdictions with potential credits & incentives opportunities
  • Applies all applicable state tax consulting sub‑specialties and confers with other STS professionals as appropriate
  • Ensures engagement letters are adopted prior to engagement work and manages engagements
  • Assists in developing consultative credits & incentives strategies
  • Manages client expectations
• Tax Controversy:
  • Drafts responses to notices from state taxing authorities
  • Represents clients before tax authorities on credits & incentives issues
  • Provides assistance with exam support
• Tax Related Software:
  • Utilizes credits & incentives research databases and other related software in completing tasks
• Tax Specialization:
  • Provides technical client service to multi‑state companies on credits & incentives matters
  • Negotiates on credits & incentives matters
  • Drafts technical memoranda regarding credits & incentives issues
• Strategy Development:
  • Reviews studies of credits & incentives opportunities to identify alternative actions benefiting clients
  • Develops new or improved ideas to advance client positions in maximizing awards
  • Assists with researching credits & incentives strategies
  • Suggests marketing approaches for new client acquisition
• Other duties as required

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

• Bachelors degree in Accounting or another relevant field, required
• Masters degree in Accounting/Taxation or J.D., preferred

• Eight or more years of prior state and local/multistate experience 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

• CPA certification or other relevant certification, required

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

• N/A

• Excellent verbal and written communication skills
• Superior analytical and research skills
• Solid organizational skills and ability to meet project deadlines with a focus on details
• Ability to successfully multi‑task while working independently or within a group environment
• Pro…