Senior Tax Analyst

The Senior Tax Analyst will research and calculate tax credit work for clients in various industries. Maintain and develop computerized client & incentive databases. Maintain an understanding of federal and state incentive programs and effectively apply them to client situations. Communicate tax credit opportunities to Senior Management.

The successful candidate will perform self-review/peer-review of project deliverables. Prepare client information requests and review information requests prepared by team. Provides support to Senior Analyst and Manager on various client related projects. Travel to client sites for meetings and to gather documentation as needed. Develop strong, productive and collaborative relationships with key internal and external contacts. Understand client commitments and ensure that all service level and quality targets are consistently met or exceeded.

• →Builds and manages positive relationships with government agencies, industry groups and alliances.
• →Identifies new incentives/credit opportunities for existing clients.
• →Handles research to uncover opportunities for the benefit of the client.
• →Develops comprehensive and influential documentation to support client benefit.
• →Drives revenue through consulting engagements.
• →Evaluate client's needs and opportunities.
• →Generates Sales leads.
• →Handles calculations.
• →Partners with governmental agencies for key legislative changes to enhance business offerings.
• →Manages the client/project strategy and/or executive relationship with mid-size and/or mid-complexity clients.
• →Stays current on changes impacting practice area.
• →Revenue Forecasting and reporting and planning.
• →Pulling, consolidating and analyzing data.

• High school diploma.
• 3+ years of consulting experience required.
• 1-3 years of Business Tax Credits and Incentives for state and federal programs required. 

A college degree is great but not required. What's more important is having the skills to do the job. If you don't have a college degree, other acceptable experiences could include:

• Experience noted above OR
• Military Experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you developed and are excited to provide an environment where you can continue to make a meaningful impact.

PREFERRED QUALIFICATIONS: Preference will be given to candidates who have the following:

• College degree preferred.
• Outstanding organization skills.
• Successful track record of managing tight deadlines desirable. 
• Ability to verify, detect errors and rectify the financial/payroll data.
• Excellent analytical skills, motivation and confidence to independently address issues.
• Must be adept in use of MS Office, particularly Excel and Access.
• Excellent written and verbal communication skills, solid research skills, and able to work well in a team environment and/or independently.