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Senior Consultant, Credits and Incentives Consulting
About the position
The Credits and Incentives Senior Consultant (\"Senior Consultant\") works with a team in a fast-paced environment to identify financial assistance, tax savings, and other incentive-related opportunities for clients. The Senior Consultant will work on a team with some of the largest companies in the United States to assist them with maximizing economic development incentives as they consider domestic capital expansions. The Senior Consultant will work on a team that routinely corresponds with client management to secure information needed to maximize economic development incentives. In addition to assisting clients with capital expansions, the Senior Consultant will also collaborate to research issues, identify state and local economic development programs, and determine prospective incentive benefits for their capital projects. The Senior Consultant will gain a firm understanding regarding how the largest companies in the United States strategically allocate their capital while attempting to maximize the project’s return on investment and to lower costs. Willing to consider more junior-level candidates for this position depending on skill set and experience. Individuals with government experience in compliance and data-driven roles can be good prospects for this role.
Responsibilities
- Assists Manager in developing project workplans and scheduling associated project deliverables.
- Assist Manager with preparing presentations, summaries, schedules, and documentation needed to negotiate with state and local governments in order to maximize incentive offer for client projects.
- Travels to client locations to gather relevant data from client and processes the information.
- Reviews and reconciles client data downloads and identifies tax issues to research.
- Responds to client inquiries and requests from local and state economic development agencies.
- Researches credit and incentive programs for client eligibility. This includes reviewing program statute, rules and regulations, and any proposed legislation that could impact the program.
- Travel to government offices to assist with incentive negotiations with local and state economic development representatives.
- Prepares applications and amended returns for various credits and incentives.
- Drafts filings, such as petitions for redetermination, refund claims, and various other administrative replies.
- Performs detailed calculations of credit and incentive benefits.
- Performs other duties as assigned.
- Requires limited supervisory responsibilities, including training employees, assigning work, and checking work for accuracy and completeness.
Requirements
- Bachelor’s degree or Master’s degree or equivalent in Accounting, Business Administration, and/or Economics/Finance with two to four years economic development, consulting, or tax related experience.
- Intermediate knowledge of Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research.
- Valid driver’s license required.
Nice-to-haves
- Individuals with government experience in compliance and data-driven roles can be good prospects for this role.
Benefits
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service
