Credits & Tax Director

Overview

Baker Tilly is a leading advisory, tax, and assurance firm serving clients across the United States and major global financial centers.

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, offers an exciting opportunity for a Credits and Incentives (C&I) Director, Tax to join our growing Tax Credits practice. The primary focus is on efficient, cost‑effective identification, calculation, documentation, and transfer of eligible federal and state tax credits, including those related to affordable housing, historic rehabilitation, domestic manufacturing, workplace hiring, and legislation such as the Inflation Reduction Act, CHIPS Act, Opportunity Zones, and Work Opportunity Tax Credit.

Highly preferred to be connected to a Baker Tilly office.

• You would like to work directly with CFOs, owners and tax directors from the middle market and Fortune 500 companies to help them increase cash flow, reduce tax liability and optimize investment in new technology.
• You thrive in opportunities to hone your technical skills and will enjoy working with a variety of clients that present exposure to unique technical challenges.
• You crave a leadership opportunity to help build a fast growing, entrepreneurial C&I practice that is also down‑to‑earth and thrives in collaboration.
• You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.

• Be a trusted advisor to middle‑market clients by providing strategic tax credit consulting services, including:
  • Work with other industry experts to document eligibility and qualification of clients for certain federal and state statutory and negotiated credits and incentives.
  • Identify purchasers of federal and state tax credits able to be transferred.
  • Close tax credit transactions along with mitigating risk to tax credit purchasers.
  • Research and draft technical memoranda related to tax credit matters.
  • Support industry experts with tax technical issues.
  • Develop industry thought leadership, including writing internal and external articles and preparing internal and external presentations.
  • Develop an understanding of each client’s business and become a functional expert in the relevant technical area.
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients, and the community.
• Coordinate with C&I leadership to drive opportunities through existing and prospective clients and be part of further building and training the team.
• Invest in your professional development individually and through participation in firm‑wide learning and development programs.
• Act as a career advisor to seniors, managers, and senior managers.
• Review work prepared by Managers and Senior Managers and work with Managing Directors and Partners on client optimization strategies.

• 4‑year degree required.
• CPA, EA or CMI certification required.
• Minimum of twelve (12) years of work experience in Tax C&I consulting, preferably federal and/or state statutory credits, including those related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones, and Work Opportunity Tax Credit or other equivalent.
• 3+ years of management experience, mentoring and counseling team members desired.
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning to stay current regarding applicable strategies, see the big picture as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and timely completion of projects.
• Eligibility to work in the U.S., without sponsorship, highly preferred.
• Prior success in leading key business development, project delivery and practice development activities preferred.
• Demonstrate success to the firm around practice development, providing thought leadership and meeting target sales goals by having an…