Job Summary: A Tax Manager, Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Tax Manager, Credits & Incentives is charged with marketing, networking and business development within his/her area of experience and specialization, and recognizing potential changes in credit & incentives policy. In addition, the SALT Credits & Incentives Manager works with the Core Tax Partners, Directors, and Senior Managers to provide credits & incentives expertise to their clients. Job Duties: Research: • Identifies complex credits & incentives situations, when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted • Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a credits & incentives opportunities matrix of the research findings • Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel Tax Compliance: • Conducts detailed reviews of income tax returns, and identifies the most significant statutory credit opportunities • Evaluates a client’s current compliance processes, and provides customized and automated solutions for the client to comply with annual credits & incentives reporting Tax Consulting: • Drafts credits & incentives memorandums and other documentation on various credits & incentives issues • Conducts review of a client’s operations to determine in which jurisdictions credits & incentives opportunities may exist • Applies all applicable state tax consulting sub-specialties, and confers with other Tax professionals when appropriate • Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements • Assists in the development of consultative credits & incentives strategies • Manages the expectations of assigned clients Tax Controversy: • Drafts responses to notices from state taxing authorities • Represents clients before any tax authority on credits & incentives issues • Assists with exam support Tax Related Software: • Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks Tax Specialization: • Provides technical client service to multi-state clients on credits & incentives matters • Conducts negotiation credits & incentives matters • Drafts technical memorandums regarding credits & incentives issues Strategy Development: • Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients • Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards • Assists with researching credits & incentives strategies • Suggests marketing approaches for new client acquisitions Other duties as required Supervisory Responsibilities: • Supervises the day-to-day workload of SALT Senior Associates and Associates on assigned engagements, and reviews work product • Ensures SALT Senior Associates, Associates and Interns are trained on all relevant tax software • Evaluates the performance of SALT Senior Associates and Associates, and assists in the development of goals and objectives to enhance professional development • Delivers periodic performance feedback, and completes performance evaluations for SALT Senior Associates, Associates and Interns • Acts as Career Advisor to SALT Senior Associates and Associates, as appropriate Qualifications, Knowledge, Skills and Abilities: Education: • Bachelor’s degree in Accounting or other relevant field, required • Master’s degree in Accounting or Taxation or Juris Doctorate, preferred Experience: • Five (5) or more years of state and local/multistate tax experience required, with experience in credits & incentives strongly preferred, • Experience supervising tax professionals on a project or engagement basis, required • Experience preparing and/or reviewing tax provisions, preferred License/Certifications: • CPA or other relevant certification, required Software: • Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred • Exposure to and familiarity with standard tax applications and research tools, preferred Language: • N/A Other Knowledge, Skills & Abilities: • Excellent verbal and written communication skills • Superior analytical and research skills • Solid organizational skills, with the ability to meet project deadlines with a focus on details • Ability to successfully multi-task while working independently or within a group environment • Ability to work in a deadline-driven environment, and handle multiple projects simultaneously • Capable of effectively managing a team of tax professionals, and delegating work assignments as needed • Capacity to build and maintain strong relationships with internal and client personnel • Ability to encourage a team environment on engagements, and contribute to the professional development of assigned personnel • Executive presence, with the ability to act as primary contact on assigned engagements • Ability to successfully interact with professionals at all levels • Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of credits & incentives services • Advanced knowledge of sources utilized in credits & incentives filings • Advanced knowledge and understanding of cause / effect for taxable conditions on clients, and the potential credits and incentives opportunities Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography. National Range: $79,800 - $168,000 Maryland Range: $79,800 - $168,000 NYC/Long Island/Westchester Range: $79,800 - $168,000 Washington DC Range: $79,800 - $168,000