Federal Senior Credits & Incentives Tax Associate at Baker Tilly Advisory Group, LP in Houston, Texas

Job Description:

Overview



Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.


Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.


Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.


Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.


Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.




Job Description:





Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Federal Credits and Incentives (C&I) Senior Associate, Tax to join our growing Federal statutory credits practice. Located near Baker Tilly office highly preferred.


Our C&I Statutory Tax Credits practice is made up of professionals across the U.S., who work with clients to develop an efficient and cost-effective approach for identifying, calculating and documenting eligible federal credits, mostly under the Inflation Reduction Act, but also including other credits related to energy efficiency, alternative power, domestic manufacturing, workplace diversity and economic stimulation by geography. Our team has assisted clients in a variety of industries to identify, document and sustain federal credits through a comprehensive understanding of their business operations. This practice does not focus on research (R&D) tax credits or state and local credits and incentives, although you will collaborate with professionals in these specialty areas.



You will enjoy this role if:

• You would like to work directly with CFO's, owners and leaders from middle market 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 federal tax credits practice who 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
  
  
  

What you'll do:

• Be a trusted advisor to middle market clients by helping to provide strategic federal tax credit consulting services that includes:
  
  
  
  
  • Working with other industry experts to document eligibility and qualification of clients for certain federal tax credits
    
    
  
  
  • Researching and draft technical memoranda related to federal tax credit matters
    
    
  
  
  • Supporting industry experts with tax technical issues
    
    
  
  
  • Developing industry thought leadership including writing internal and external articles and preparing internal and external presentations
    
    
  
  
  • Developing 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
  
  


• Be part of a growing new team.
  
  


• Invest in your professional development individually and through participation in firm wide learning and development programs
  
  


• Act as a career advisor to associates
  
  


• 
  Review work prepared by Associates
  
  

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Engineering, Computer Science or other related field required; Masters or advanced degree preferred
  
  


• CPA or JD highly preferred.
  
  


• Two (2)+ year(s) of work experience in federal tax consulting, preferably federal statutory credits, including those related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones and Work Opportunity Tax Credit
  
  


• 2+ year(s) of supervisory experience, mentoring and counseling team members is desired
  
  


• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order 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 the timely completion of projects
  
  


• Eligibility to work in the U.S., without sponsorship, highly preferred
  
  

The compensation range for this role is $81,560 to $143,980. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Apply Now