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 bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.  

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Job Description:

 

Responsibilities

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) Senior 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 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 federal tax credits 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 federal tax credit consulting services that includes:

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

  • Research and draft technical memoranda related to federal tax credit matters