Tax Manager - Credits
Listed on 2026-07-08
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Finance & Banking
Financial Analyst, Financial Compliance, Tax Advisor, Tax Manager
Location: California
Deloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. With more than 1,000 practitioners supporting clients across more than 150 countries and regions, Gi3 advises on complex credits and incentives matters for some of the world's largest companies. As a Manager, Tax Services, you will lead engagements involving research and development, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives and other federal programs.
This is an opportunity to join a growing practice and collaborate with professionals across Tax, Advisory, Consulting and Audit & Assurance.
- Leading federal credits and incentives engagements, including analyses related to the Research and Development tax credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives and other federal credit programs
- Managing client relationships, engagement delivery and day‑to‑day work streams while coordinating with professionals across Deloitte businesses
- Reviewing technical analyses, credit calculations, tax forms, memoranda, executive summaries, presentation materials and audit response support
- Monitoring legislative and regulatory developments, identifying client opportunities and contributing to process improvements and service offering expansion
- Coaching Consultants and Senior Consultants, providing feedback and guiding teams through complex engagement requirements
- Ability to work independently and collaborate as part of a team
- Effective written and verbal communication skills
- Meticulous attention to detail and quality of work product
- Ability to build and sustain professional relationships
- Ability to lead projects or work streams
- Ability to manage and prioritise multiple tasks in a fast‑paced and dynamic environment
- Strong interpersonal skills and professional demeanour
- Ability to meet deadlines
- Ability to mentor and provide clear guidance to others
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that brings together specialised tax services developed in response to tax planning opportunities, marketplace needs and innovation. NFTS professionals support large organisations across industries with tax planning and compliance needs. Within NFTS, the Global Investment and Innovation Incentives (Gi3) practice focuses on helping clients identify, evaluate and pursue tax credits and incentives.
The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives and other federal programmes, as well as incentives tied to research activities in other jurisdictions.
Required:
- Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co‑locate in person 2–3 days per week
- Bachelor's degree in Accounting, Finance, Engineering, Technology or another business, science or engineering field
- 5+ years of experience in federal tax, credits and incentives or public accounting
- Experience with Research and Development tax incentives and/or one or more of the following:
New Markets Tax Credit, Qualified Opportunity Zones or renewable energy tax credits - Experience preparing or reviewing credit calculations, tax forms, memoranda, executive summaries, presentation materials or audit response materials
- Experience managing engagement work streams and supervising junior professionals
- Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
- Limited immigration sponsorship may be available
- One of the following active accreditations obtained:
- Licensed CPA in state of practice/primary office if eligible to sit for the CPA
- If not CPA eligible:
- Licensed attorney
- Enrolled Agent
- PE (Professional Engineer)
- Advanced degree in Taxation or Law, including Master of Science in Taxation, Juris Doctor or Master of Laws
- Experience with tax research tools, including CCH, Hein,…
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