About the Role
Lead the development and execution of tax credit advisory offerings, managing client relationships and driving service innovation within a growing practice.
Responsibilities
- Direct the design and implementation of tax credit advisory strategies for diverse clients
- Oversee client engagements from initiation through successful completion
- Identify opportunities to expand service offerings in alignment with market demand
- Collaborate with cross-functional teams to ensure integrated solutions
- Serve as primary point of contact for high-profile client accounts
- Develop technical resources and tools to enhance service delivery
- Lead due diligence processes for tax credit eligibility assessments
- Present findings and recommendations to executive-level stakeholders
- Ensure compliance with federal and state tax regulations
- Mentor and develop team members through structured coaching
- Drive business development initiatives and client acquisition efforts
- Maintain up-to-date knowledge of evolving tax legislation
- Prepare detailed reports on credit qualifications and financial impacts
- Coordinate with external partners and auditors as needed
- Manage project timelines and deliverables to meet client expectations
- Foster a culture of accuracy, responsiveness, and client focus
- Evaluate emerging tax credit programs for potential integration
- Support proposal development for new advisory engagements
- Conduct training sessions for internal teams on tax credit frameworks
- Monitor industry trends to anticipate client needs
- Ensure quality assurance across all advisory outputs
- Facilitate communication between technical staff and client leadership
- Optimize internal workflows for efficiency and scalability
- Represent the firm at industry events and conferences
- Contribute to thought leadership through publications and speaking
Compensation
Competitive salary with performance-based incentives
Work Arrangement
Hybrid work model with flexibility for remote operations
Team
Collaborative leadership role within a specialized advisory division
About Us
We are a forward-thinking advisory firm focused on helping organizations maximize financial incentives through strategic tax credit solutions. Our work bridges technical expertise with real-world application, enabling clients to leverage credits for growth and innovation.
What We Offer
- Comprehensive health and wellness benefits
- Retirement savings plan with employer contribution
- Flexible work arrangements and paid time off
- Professional development and continuing education support
- Performance-based bonus structure
- Inclusive culture that values diverse perspectives
- Opportunities for leadership and career advancement
Available for qualified candidates
