Baker Tilly Advisory Group, LP - Chicago, IL
posted about 1 month ago
Full-time - Mid Level
Chicago, IL
10,001+ employees
About the position
The Federal Senior Credits & Incentives Tax Associate role at Baker Tilly involves providing strategic consulting services related to federal tax credits, particularly under the Inflation Reduction Act. The position focuses on helping middle market clients optimize their tax liabilities and cash flow through effective identification and documentation of eligible federal credits. The role emphasizes collaboration with industry experts and offers opportunities for professional growth within a supportive environment.
Responsibilities
- Serve as a trusted advisor to middle market clients on federal tax credit consulting services.
- Document eligibility and qualification of clients for federal tax credits in collaboration with industry experts.
- Research and draft technical memoranda related to federal tax credit matters.
- Support industry experts with tax technical issues.
- Develop industry thought leadership by writing articles and preparing presentations.
- Understand each client's business to become a functional expert in relevant technical areas.
- Assist in managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
- Utilize entrepreneurial skills to network and build strong client relationships.
Requirements
- Bachelor's degree in Accounting, Finance, or related field.
- 3+ years of experience in tax consulting or related field, with a focus on federal tax credits preferred.
- Strong analytical and research skills.
- Excellent communication and interpersonal skills.
Nice-to-haves
- Experience with the Inflation Reduction Act and related federal tax credits.
- Familiarity with energy efficiency and alternative power credits.
- Previous experience working with middle market companies.
Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health insurance plans.
- 401(k) retirement plan with company matching contributions.
- Professional development opportunities and continuing education support.
