Tax Manager, Credits

Position: Tax Manager, Credits & Incentives
Job-:
Generalist

Location:

Chicago, IL, United States;
Detroit, MI, United States;
Dallas, TX, United States;
Houston, TX, United States

Schedule:

Full time Posted:
Closes:

Job Summary:

A 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 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 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 (Use the "Apply for this Job" box below). 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 Tax 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 required

Supervisory Responsibilities:

Supervises the day-to-day workload of SALT Senior Associates and Associates on assigned engagements, and reviews work product Ensures SALT Senior Associates, Associates and Interns are trained on all relevant tax software

Evaluates the performance of 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 SALT Senior Associates, Associates and Interns Acts as Career…