Credits and Incentives Positions Available

Please see also Income Tax Positions, Sales Tax Positions, Property Tax PositionsValue Added Tax Positions.

Credits and Incentives Staff, Senior, Manager and Senior Manager (Across the United States) -  The key to appropriately managing a company's overall state and local tax cost is to align its tax strategies with its business initiatives and then proceed with assisting the company with implementation. Our network of both US and global professionals help companies identify and obtain incentives that may be available through legislative statutes or through negotiation with appropriate federal, state, and local agencies. We provide services across multiple areas that assist companies in identifying and obtaining business incentives and tax credits such as business incentives advisory, multistate statutory credits and refunds, employer credits and incentives, training incentives, and climate change and sustainability-related credits and incentives. To be considered for ALL levels must have a bachelor's degree, professional services experience, and professional knowledge of state and local credits and incentives tax processes, concepts and tools. Staff level candidates must have or are pursuing a CPA, JD, or MBA and at least one year of related experience. Also desired are staff candidates with knowledge of financial modelling, real estate underwriting, analyzing market trends, partnership agreements, construction cost reviews & environmental reports; knowledge of Renewable Energy Tax Credits (PTC and ITC), Affordable Housing Tax Credit (LIHTC), Historic Rehabilitation Tax Credit (HRTC), New Markets Tax Credit (NMTC), and/or State tax credits. Senior level candidates must have 2 or more years of related experience in a professional services or tax organization, technical writing and research experience in a tax context, and achieved or partially achieved CPA qualification, certification as a member of the Institute for Professionals in Taxation or possess the ability to sit for or be a member of a state bar. Manager and Senior Manager level candidates build on these required skills and additionally will have experience managing budgets, people and projects and will possess either a CPA or certification as a member of the Institute for Professionals in Taxation or are a member of a state bar. For more detailed job information, contact If you have your resume ready to submit, join our Talent Hub for consideration here: Date Posted: 3/20/2019 (IPT2479) 

Director State and Local Tax (Nashville, Tennessee) - Sales, Property, Credits & Incentives, and Income. This position is responsible for overseeing the current Crosslin State and Local Tax (SALT) practice and driving growth of the practice.   Crosslin, PLLC, a multi-faceted accounting and consulting firm located in Nashville, Tennessee, that has been providing comprehensive business solutions for individuals, privately and publicly held businesses, not-for-profit organizations, and governmental entities since 1987. Visit us at to learn more. Service offerings include audit and assurance, tax services, accounting and IT forensics, outsourced accounting solutions, valuation services, and litigation support.  This position is responsible for advising clients regarding the tax implications of all state and local tax areas (multistate) including tax planning, compliance, and audit.  In this role you will be also be responsible for supporting the general Crosslin tax and audit practice regarding all matters related to state and local taxes.  SALT Areas Including: Sales/Use Tax. State Income and Franchise Tax. Real and Personal Property Tax. Business (License) Tax. Entity Registrations and ongoing Secretary of State Filings. Audit Management. Compliance Management. Research and Issue Resolution. Appeal and Protest management. Required Experience: Bachelor’s Degree in accounting or another relevant field required. CPA or master’s degree in accounting/Taxation ore equivalent required. At least 6 year of state and local tax experience is required (8 – 12 years is preferred).   Prior experience in state and local/multistate taxation within a consulting environment or equivalent required. Tennessee and southeastern states tax experience preferred. Experience with state/local audits preferred (either in management or in prior audit staff positions).  Prior experience in supervising SALT projects and or managing tax staff required. Proficient in use of Microsoft Office Suite, especially Excel and Word. Experience with Checkpoint and Intelliconnect State Tax research resources and tools. Essential Job Requirements: Excellent oral and written communications skills. Ability to analyze and perform research on complex state and local tax issues.  Good organizational skills and specifically to set and meet project deadlines. Ability to be an effective change agent and drive continuous improvement. Good ability to prioritize multiple projects and meet/exceed client expectations. Client focused and service oriented. Proven ability to develop SALT business and grow a SALT practice. Ability to build and maintain strong relationships with internal and client personnel. Ability to work in a team environment. Ability to successfully interact with professionals at all levels.  Executive presence and ability to act as the primary contact on assigned SALT engagements.  Primary Duties: Responsible for efficient and effective compliance with state/local tax laws and requirements; Manage the integration of new legal entities, acquisitions and corporate transactions info tax filings and processes on an ongoing basis; Perform necessary state and local tax planning and research; Develop and maintain an in-depth knowledge of state and local tax laws, regulations and current developments; Conduct primary and secondary review of complicated State and Local tax returns; Assist with day-to-day state and local tax matters that may arise; Manage projects to ensure technically-accurate products and high-quality deliverables are presented to clients; Supervise, mentor and evaluate staff. Email resumes to   Date Posted: 3/13/2019 (IPT2471)

Senior Consultant (Katy, Texas) - State and Local Credit and Incentives. Tired of the typical public accounting experience? Our business model is centered on building a strong team and developing long-term relationships with our clients. We compete head to head with Big 4 for clients and consistently outperform our competitors by providing a more personal client experience and better team environment. We are seeking a Credits & Incentives Senior in our West Houston Office who will join our team and help clients plan for and manage credit and incentive opportunities. You will be supported by and work directly with the local principal and director and be given the opportunity to develop your technical, analytical and soft skills while working with our clients. You will learn and experience a lot in this role. In addition to maintaining our client relationships, we are committed to maintaining your sanity. Every firm preaches work/life balance, but we will actively work with you to balance client delivery, career development, and your life outside of the office. Responsibilities: You’ll contribute to client satisfaction by providing timely and effective responses to client needs and concerns, participate in client meetings, and work within a team environment to deliver fully integrated services to clients. Demonstrate an understanding of basic tax credit transaction concepts and actively pursue increased tax knowledge through client assignments and current tax developments. Be able to effectively apply specific income tax laws to client situations. Develop and deliver quality and timely services and work products. Research complex tax issues and develop practical and effective tax approaches. Skills and attributes for success. Demonstrate an ability to learn about different industries, clients, and tax credits or other incentives. Demonstrate an ability to develop an understanding of complex tax concepts and effectively apply tax knowledge to client situations. Knowledge of market studies, operating expenses, development and operating pro forma, benefits schedules, tax opinions, and the internal revenue code, environmental reports, construction cost reviews and fixed asset listings. Assist with writing reports to corporate clients in a clear and professional manner. Develop an understanding of Merit Advisors service offerings and existing client base. Identify and offer opportunities for Credits and Incentives and additional tax planning opportunities. Prepare quality, practical approaches to the client's tax situation and arrive at appropriate conclusions. Requirements: A bachelor's degree and pursuing a CPA, JD, or MBA. 2 or more years’ experience with Economic Development Incentives; “negotiated incentives”; Federal/State incentives; and/or other economic development incentives. Strong MS Excel skills and proficiency in MS Word and PowerPoint Ideally, you’ll also have. Exceptional writing ability, organizational and multitasking skills. Willingness to travel. High motivation with the ability to work both independently and in a collaborative setting. Exposure to tax concepts and the Internal Revenue Code. Strong analytical skills and attention to detail We’re interested in people who can assist with multiple tax engagements and contribute to the delivery of innovative tax planning ideas for our diverse clients. We’ll look to you to develop strong relationships across a network of existing and future clients, focusing on providing insight and implementing operational efficiencies while demonstrating a solid understanding of their business. If you possess high motivation with the ability to work both independently and in a collaborative setting, this role is for you. Send resume to asloss@meritadvisor.comDate Posted: 2/22/2019 (IPT2465)