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Position Summary

Experience in serving clients on research and development, and other federal credits and incentive engagements? Passion for providing value to your clients? Bring your expertise and client service skills to Deloitte! Work on tax incentive engagements which you know will require complex insight for some of the world’s largest companies in a variety of industries! If you answered “Yes” to any of these questions, you should consider a career in Deloitte’s Global Investment & Innovation Incentives practice.

Work you’ll do:

As a Tax Consultant II, you will identify eligible R&D activities and prepare effective supporting documentation. This is often unfamiliar territory for businesses that may not have the personnel or resources needed to complete the paperwork required to file a claim. This team has developed a standardized approach that includes the use of various analyzer and optimization tools.

Responsibilities will include:

  • Serving clients on federal credits and incentives engagements including Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credit incentive service offerings.
  • Preparing and reviewing work papers, allocations, and tax returns
  • Researching and preparing materials for consulting projects related to tax planning considerations
  • Developing your technical skills in a given industry/service offering to solve complex issues.
  • Interviewing technical personnel and reviewing memoranda to support the credits and incentive opportunities
  • Managing the review and organization of sources of client data for credit and incentives analysis
  • Supporting engagement teams by identifying current project status and next steps for the engagement
  • Demonstrating sound judgement and instincts with respect to supporting the evaluation of complex scenarios involving various credits and incentives opportunities

The Team:

National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of several tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation – all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

The Global Investment & Innovation Incentives (Gi3) tax team is a national team of specialists dedicated to providing comprehensive tax credit and incentive services, including the Research and Development credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credits. These benefits are offered for activities conducted in the United States, as well as research performed in over 30 other countries that offer research incentives.

Qualifications

Required:

  • Bachelor’s degree in Accounting, Finance or other business-related field
  • 1+ years’ experience providing tax planning services or preparing and reviewing client work, preferably with a focus on international taxation.
  • Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
  • 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, one of the other designations listed below based on role and business approval:
      • Licensed Attorney
      • Enrolled Agent
      • Project Management Professional (PMP)
      • Chartered Financial Advisor (CFA)
      • Professional Engineer

Preferred:

  • Big 4 experience
  • Working knowledge of R&D tax incentives experience and/or experience with New Markets Tax Credits, Qualified Opportunity Zones, or Renewable Energy tax credits
  • Experience working in a fast-paced, team environment
  • Demonstrated effective research, and verbal and written communication skills
  • Strong Project management skills

Our people and culture

Our diverse, equitable, and inclusive culture empowers our people to be who they are, contribute their unique perspectives, and make a difference individually and collectively. It enables us to leverage different ideas and perspectives, and bring more creativity and innovation to help solve our clients' most complex challenges. This makes Deloitte one of the most rewarding places to work. Learn more about our inclusive culture.

Our purpose

Deloitte’s purpose is to make an impact that matters for our clients, our people, and in our communities. We are creating trust and confidence in a more equitable society. At Deloitte, purpose is synonymous with how we work every day. It defines who we are. We are focusing our collective efforts to advance sustainability, equity, and trust that come to life through our core commitments. Learn more about Deloitte's purpose, commitments, and impact.

Professional development

From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.

As used in this posting, "Deloitte" means Deloitte Tax LLP, a subsidiary of Deloitte LLP. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.

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.

Requisition code: 132757

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