Costa Mesa, California, USA
14 days ago
Tax Manager - Credits & Incentives
Position Summary

Our Global Investment and Innovation Incentives (“Gi3”) practice provides our clients a broad range of government credits and incentives (“C&I”) services across more than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive tax C&I services.

If you have a passion for sustainability, community development, or cutting-edge research and development and have relevant experience in C&I, Deloitte Tax LLP’s (“Deloitte Tax”) Gi3 service line may be the place for you! A career in the Gi3 practice will provide you with the opportunity to work on tax incentive engagements which you know will require complex insight for some of the world's largest companies in a variety of industries. Be on the cutting edge of a rapidly growing practice and work with a well-respected team of proven innovators!


Work you'll do:

As a Manager, you will identify eligible federal C&I generating activities and manage and facilitate the analysis and documentation of such opportunities. This is often unfamiliar territory for businesses that may not have the personnel or resources needed to keep up with the evolving legislation in these areas or complete the paperwork required to file a claim. You will work with an experienced and passionate team in a growing area, proactively collaborating with colleagues across all member firms – Tax, Advisory, Consulting, and Audit and Assurance.

The ideal candidate is invested in the team’s success and effectively manages workstreams while working with leadership to identify process improvements and opportunities for new services. The Manager will ensure accurate, timely completion of deliverables. The ideal candidate will monitor current and proposed tax legislation and regulation related to federal credits & incentives, as well as implement client outreach strategies.


Responsibilities will include:

Managing federal credits and incentives opportunities including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, Sustainability and Renewable Energy tax credits, and other federal credit incentive service offeringsDeliver value to clients by identifying opportunities and advise clients on potential benefit and eligibility requirementsMaintain and develop strong internal and client relationshipsLeveraging your extensive technical skills developed through your growing reputation in a given industry/service offering to solve complex issuesDemonstrating sound judgement and instincts with respect to evaluating complex scenarios involving various credits and incentives opportunitiesDeveloping, mentoring, and motivating Consultants and Senior Consultants, providing counseling and career guidanceIdentify potential issues and propose solutions to leadership, as well as implement process improvement strategiesEnsure accurate and timely delivery of engagement deliverables, which may include presentation decks, executive summaries, credit calculations, completed tax forms, supporting files, memoranda, and IRS audit responsesMonitor legislative and regulatory tax developments and work with the team to present potential opportunities to assist clientsThe Team:

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of several tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

The Global Investment & Innovation Incentives (Gi3) tax team is a national team of specialists dedicated to providing comprehensive tax credit and incentive services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credits. These benefits are offered for activities conducted in the United States, as well as research performed in over 30 other countries that offer research incentives.

Qualifications

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.Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve.Bachelor's degree in accounting, finance, engineering, technology, or related field5+ years' experience in related fieldProven knowledge of R&D tax incentives experience and/or experience with New Markets Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax creditsStrong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing prioritiesOne of the following active accreditations obtained:Licensed CPA in state of practice/primary office if eligible to sit for the CPAIf not CPA eligible:Licensed attorneyEnrolled AgentPE (Professional Engineer)Preferred:Advanced degree such as MST, LLM, or JDExperience with tax technical research (e.g., CCH, Hein, Lexis, RIA, etc.)Experience with Federal or State and Local C&I Experience with sustainability technologies or environmental sciencesBig 4 experience or large CPA or law firm experienceDemonstrated analytical and research skills, as well as effective verbal and written communication skillsProven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilitiesDemonstrated ability to collaborate and proactively develop internal and external working relationshipsThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $89,180 to $203,060.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: 

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

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