Tax Incentives Director - Houston, United States - Calvetti Ferguson

Description

Calvetti Ferguson is seeking a Tax Incentives Director. The successful candidate will be able to work independently and with little partner oversight in most client service situations. This role is responsible for all aspects of leading, managing, and growing the firm's Tax Incentives practice. Further responsibilities include all phases of client engagements including supervising the Tax Incentives Team, management of tax benefit scoping, client interactions, site visits, project management, reviewing and approving findings, as well as developing and coaching professional staff. The Tax Incentives Director is expected to deliver exceptional client service, develop and maintain strong client relationships, lead in the firm's practice development efforts by assisting with attracting and serving new clients, representing the firm as a speaker at a variety of business development events, expand services to existing clients, and recruit and retain team members. A Tax Incentives Director is expected to provide thought leadership within the firm and be a positive influencer of other team members. Candidates need to understand and manage firm risk on specialty tax services performed, review various types of complex client data, continuously grow their technical knowledge, and deliver value-added tax services to clients.

Seeking Candidates with Expertise in:

• Research and development tax credits,
• Cost segregation studies,
• Energy efficient building tax incentives,
• State & local tax incentives.

Requirements:

• Minimum of 10 years of relevant tax experience including all technical aspects of projects, leading client engagements, creating final documentation, and providing quality control assurance of work completed.
• Minimum of 4 years of experience supervising multiple direct reports and reviewing their work product.
• Bachelor's degree in Accounting; Science, Technology, Engineering, and Mathematics (STEM); or Finance.
• Strong project management, organizational, and time management skills.
• Excellent written, verbal, and presentation skills.
• Approximately 25% - 35% domestic travel.

Pluses:

• Master's degree.
• JD or LLM in taxation.
• Active CPA, law, EA, or PE license.
• Tax controversy experience with federal and/or state tax authorities.

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

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NOTICE TO 3rd PARTY RECRUITERS

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Calvetti Ferguson by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Calvetti Ferguson. Calvetti Ferguson will not be responsible for or owe any fees associated with referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.