Tax Senior Manager, Credits - San Francisco, CA

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 ...

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 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 Credits and Incentives (C&I) Senior Manager, Tax to join our growing Tax Credits practice.

Our C&I 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, documenting and transferring eligible federal and state credits, mostly under the Inflation Reduction Act, but also including other federal and state credits related to affordable housing, historic rehabilitation, domestic manufacturing and workplace hiring. Our team has assisted clients in a variety of industries to identify, document and sustain federal and state credits through a comprehensive understanding of their business operations. Highly preferred to be connected to a Baker Tilly office and on the West Coast.

You will enjoy this role if:

• You would like to work directly with CFO's, 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 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 providing strategic tax credit consulting services that includes:

• Work with other industry experts to document eligibility and qualification of clients for certain federal and state tax credits

• 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 associates, seniors and managers
• Review work prepared by Senior Associate and Manager professionals and work with Directors and Partners on client optimization strategies

Qualifications

• Bachelor's degree in Accounting, Finance, Economics, Engineering, Computer Science or other related field required; Masters or advanced degree preferred
• CPA , EA or bar membership or other approved certification required
• Minimum of Seven (7)+ year(s) 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 experience
• 2+ year(s) of management 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

• 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 established network and participating in various market facing activities, such as industry presentations, webcasts, professional networking events, etc.
• Excellent verbal and written communication skills
• Must be a highly motivated self-starter and have experience in managing multiple client engagements
• Creative problem solving and research skills

For California, Colorado, New York and Washington: The compensation range for this role is $134,530 to $255,070. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

#LI-remote