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Baker Tilly

Federal Tax Credits and Incentives (C&I) Manager

Baker Tilly, Chicago, IL, United States


OverviewBaker 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) Manager, Tax to join our growing Federal statutory credits practice.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 technologyYou thrive in opportunities to hone your technical skills and will enjoy working with a variety of clients that present exposure to unique technical challengesYou crave a leadership opportunity to help build a fast growing, entrepreneurial federal tax credits practice who is also down-to-earth and thrives in collaborationYou 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 tomorrowWhat you’ll do:Be a trusted advisor to middle market clients by providing strategic federal tax credit consulting services that includes:Work with other industry experts to document eligibility and qualification of clients for certain federal tax creditsResearch and draft technical memoranda related to federal tax credit mattersSupport industry experts with tax technical issuesDevelop industry thought leadership including writing internal and external articles and preparing internal and external presentationsDevelop an understanding of each client’s business and become a functional expert in the relevant technical areaAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the communityBuild a team as your practice area growsInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsAct as a career advisor to associates, seniors and managersReview work prepared by Associate and Senior Associate professionals and work with Senior Managers, Directors and Partners on client optimization strategiesQualificationsBachelor’s degree in Accounting, Finance, Economics, Engineering, Computer Science or other related field required; Masters or advanced degree preferredCPA or JD highly preferred. Four (4)+ 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 Credit2+ year(s) of supervisory experience, mentoring and counseling team members is desiredAbility 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 projectsEligibility to work in the U.S., without sponsorship, highly preferredThe compensation range for this role is $97,420 to $211,090. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.SummaryLocation: USA IL Chicago 205 N Michigan Ave; USA WI Eau Claire; USA CA Los Angeles 11150 Santa Monica Blvd; USA MA Tewksbury; USA PA Pittsburgh; USA CA Irvine; USA CA Woodland Hills; USA TX Frisco; USA WI Appleton; USA IL Oak Brook; Madison, WI; USA PA Philadelphia; USA WI Janesville; USA WI Milwaukee; USA WI Oak Creek; USA TX Houston 11750 Katy Freeway; USA Remote; USA IL Chicago 225 West Wacker DrType: Full time