Tax Senior Manager, State and Local Tax - Credits

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.

• 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 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
• 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
• Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefit 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

• 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

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

• 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…