Tax Senior - Credits & Incentives

Deloitte • Morristown, NJ • 1h 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.

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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.

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