Tax Senior - Credits & Incentives

Deloitte • Dallas, TX • 3h ago

Deloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. With more than 1,000 practitioners supporting clients across more than 150 countries and regions, Gi3 advises on complex tax credit and incentive matters across industries. In this role, you will work on engagements involving research and development, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs. This is an opportunity to join a growing practice and collaborate with professionals across Tax, Advisory, Consulting, and Audit & Assurance.

Recruiting for this role ends on 05/31/2027.

Work you'll do

As a Senior, Tax Services on the Global Investment and Innovation Incentives (Gi3) team, you will be responsible for...

Managing federal credits and incentives engagements, including analyses related to the Research and Development tax credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal credit programs

Identifying eligible client activities, gathering and analyzing supporting documentation, and assisting with the preparation of claims and filings

Preparing and reviewing engagement deliverables, including calculations, tax forms, memoranda, executive summaries, presentation materials, and audit response support

Monitoring legislative and regulatory developments and working with leadership to identify client opportunities, process improvements, and new service offerings

Building working relationships across client teams and Deloitte businesses while coordinating day-to-day workstreams and guiding junior professionals

A successful candidate would possess these skills:

Ability to work independently and collaborate as part of a team

Effective written and verbal communication skills

Meticulous attention to detail and quality of work product

Ability to build and sustain professional relationships

Ability to lead projects or workstreams

Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment

Strong interpersonal skills and professional demeanor

Ability to meet deadlines

Ability to provide clear guidance to others

The team

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that brings together specialized tax services developed in response to tax planning opportunities, marketplace needs, and innovation. NFTS professionals support large organizations across industries with tax planning and compliance needs.

Within NFTS, the Global Investment and Innovation Incentives (Gi3) practice focuses on helping clients identify, evaluate, and pursue tax credits and incentives. The team supports engagements involving the Research and Development credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs, as well as incentives tied to research activities in other jurisdictions.

Qualifications

Required:

Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week

Bachelor's degree in Accounting, Finance, Engineering, Technology, Environmental Science, or another business, science, or engineering field

3+ years of experience in federal tax, credits and incentives, or public accounting

Experience with Research and Development tax incentives and/or one or more of the following: New Markets Tax Credit, Qualified Opportunity Zones, or renewable energy tax credits

Experience preparing technical analyses, credit calculations, tax forms, memoranda, executive summaries, or audit response materials

Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.

Limited immigration sponsorship may be available.

One of the following accreditations obtained, in process, or willing and able to obtain:

Licensed CPA in state of practice/primary office if eligible to sit for the CPA

If not CPA eligible:

Licensed attorney

Enrolled Agent

Project Management Professional (PMP)

Chartered Financial Advisor (CFA)

Professional Engineer

Preferred:

Advanced degree in Taxation or Law, including Master of Tax, Juris Doctor, or Master of Laws

Experience with tax research tools, including CCH, Hein, Lexis, or RIA

Experience with federal or state and local credits and incentives

Experience with sustainability technologies or environmental sciences

Experience in a Big Four, public accounting, or law firm environment

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $78,675 to $160,750.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

nftstax

btstax

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Similar Jobs

SAP Finance - Cost Center Accounting - Manager Consultant - Location Open

EY • Dallas, TX • 2h ago

Finance, Accounting & Banking

Location: Anywhere in Country At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY...

2h ago

Go to Apply

Tax Senior, National Federal Tax Services - Inventory Group

Deloitte • Dallas, TX • 3h ago

Finance, Accounting & Banking

If you're energized by solving tax issues through technology and process improvement, Deloitte's Inventory Group (IG) offers the opportunity to do both. As part of National Federal Tax Services, you'll help clients evalu...

3h ago

Go to Apply

Audit Project Manager-Commercial Risk/Credit Risk

Huntington National Bank • Dallas, TX • 5h ago

Finance, Accounting & Banking

Description Huntington Bank's Internal Audit Department is searching for an Audit Project Manager with a passion for identifying and mitigating business risk. Serving as an advisor to your business segment, the Project M...

5h ago

Go to Apply

Financial Analyst

UIC Government Services and the Bowhead Family of Companies • Plano, TX • 5h ago

Finance, Accounting & Banking

Overview FINANCIAL ANALYST (M&P-2026-25491): Bowhead is seeking a Financial Analyst to join us in Plano, TX as part of the Manufacturing & Products (M&P) team. The Financial Analyst, Manufacturing (FP&A)...

5h ago

Go to Apply

Commercial Banker - Startup Banking - Vice President

JPMorgan Chase • Plano, TX • 7h ago

Finance, Accounting & Banking

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Startup Banking team focusing on Portfolio Ma...

7h ago

Go to Apply

Analytics Consultant - Irving, TX - Hybrid Contract - Risk/AML Models - Banking

Kelly Services • Irving, TX • 7h ago

Finance, Accounting & Banking

$53.09 - $58.18 Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Analytics Consultant in Irving, TX (Hybrid). This role is also can work from Tempe, AZ, or Minneapolis,...

7h ago

Go to Apply

Treasury Sales Client Officer II - Global Payment Solutions rivate Bank

Bank of America • Dallas, TX • 7h ago

Finance, Accounting & Banking

Treasury Sales Client Officer II - Global Payment Solutions rivate Bank Dallas, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( https://ghr.wd1.myworkdayjobs.com/Lateral-US/job...

7h ago

Go to Apply

Analyst - Corporate & Specialty Banking

Huntington National Bank • Farmers Branch, TX • 7h ago

Finance, Accounting & Banking

Description Summary: The Analyst supports the Huntington Corporate Banking team with ongoing client coverage activities. In this role, the Analyst will develop skills in relationship management including product knowledg...

7h ago

Go to Apply

Loan Servicing Administrator I

Bank of America • Plano, TX • 7h ago

Finance, Accounting & Banking

Loan Servicing Administrator I Jacksonville, Florida;Plano, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Jacksonville/Loan-S...

7h ago

Go to Apply

Senior Accountant

System One • Dallas, TX • 9h ago

Finance, Accounting & Banking

Senior Accountant System One is partnering with an oil & gas client seeking a Senior Accountant to support Gas Operational Accounting activities. This role is responsible for preparing and analyzing journal entries,...

9h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)