Credits and Incentives Positions Available

SALT Senior Associate, Credits and Incentives (Atlanta, Georgia or Nashville, Tennessee) - BDO is seeking a SALT Senior Associate specializing in Credits and Incentives. This role involves providing tax advice, identifying tax compliance methods, and managing client relationships. The ideal candidate will have experience in state and local tax, strong research skills, and the ability to communicate complex tax issues effectively. Key Responsibilities: Conduct in-depth tax research, analyze facts and authorities, and report findings. Ensure clients comply with tax regulations, prepare and review tax returns, and manage tax engagement letters. Develop and implement tax strategies to maximize client benefits, involve subject matter experts, and provide exam support. Review assessment notices and handle routine questions from agencies. Utilize tax-related software and train staff on its use. Develop expertise in specific tax areas and conduct internal training. Introduce new tax strategies, assist with research, and build client relationships. Supervise and mentor STS SALT Associates. Provide performance feedback and participate in annual evaluations. Qualifications: Bachelor's degree required; Master's in Accounting/Taxation or J.D. preferred. Minimum of 2 years in state and local/multistate tax. CPA, CCIP, or relevant certification preferred. Proficient in Microsoft Office, strong communication, analytical, and organizational skills, ability to meet deadlines, and advanced knowledge of tax return forms. About BDO: At BDO, we value individuality and impactful work. We offer flexibility, advancement opportunities, and a culture centered on meaningful connections and curiosity. As an ESOP company, we provide a unique opportunity for financial growth through beneficial ownership. Join us to help middle market leaders navigate complex challenges and opportunities. Equal Opportunity Employer, including disability/vets. Click here to apply. Date Posted: 7/9/2024 (IPT061)

Senior or Manager, Direct Tax SALT; depending on experience (Portland, Oregon) - Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. We are seeking a Direct Tax SALT Senior or Direct Tax SALT Manager to support and grow our State and Local tax group. In this role, you’ll be able to juggle multiple projects to a high degree of efficiency and demonstrate advanced technical skills in various tax and accounting areas. You’ll help business leaders look around corners, go beyond the numbers, and do something different by developing rapport with clients and making a difference. Whether you intend to specialize or gain exposure across many service lines, you won’t be limited at Geffen Mesher. What you’ll be doing: Delivering a full range of tax planning, consulting and compliance services to clients. Working closely with staff on all phases of projects and engagement management for multiple clients. Mentoring and leading tax staff. What makes you a fit: Bachelor's degree in business, accounting or a similar discipline. Broad exposure to State and Local Taxes including knowledge in State Income/Franchise Tax, Credits and Incentives, Sales, and Use Tax; must be eager to work on a variety of SALT issues and not specialize in one area. Strong tax accounting skills with proficiency in US GAAP, tax compliance, corporate consolidated returns, and combined state tax returns. Recent Preparation experience of state income and franchise tax returns –corporate and pass-throughs-including preparation of workpapers as well as experience in tax software. Experience with state tax planning, tax research, and tax analysis. Extensive technical skills, including ASC 740, nexus considerations, unitary filing, apportionment methodologies, tax base rules, tax research, compliance, and consulting as it relates to multi-state jurisdictions. Ability to supervise staff and lead projects. Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships. CPA certification if qualified to sit for the CPA; if not qualified, licensed attorney, Enrolled Agent, or other appropriate certification (or in the process of obtaining). Excellent research, writing, and verbal communication skills. Proficient in MS technology suite. Experience requirements: Direct Tax SALT Senior: 3-5+ years with the above experience. Direct Tax SALT Manager: 5-7+ years with the above and people management experience. Benefits & Perks: We offer a comprehensive benefit package to help protect your personal and financial health and that of your family. At Geffen Mesher, we offer a generous 401k and profit-sharing plan. We’ll cover 100% of your individual monthly medical premium costs and provide paid parental leave.  Generous PTO and paid holidays come with the gig as well! Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities.  To apply click here. Date Posted: 7/8/2024 (IPT059)

Senior Associate, Site Selection & Incentives Advisory (Austin, Texas) - Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll. Day-to-day responsibilities:  Working cooperatively with our professionals and clients to develop parameters for a new location and selecting variables and data to assist the client with their decisions. Developing discounted cash flow models to compare the benefits and advantages of each site under consideration. Gathering data from state and local communities to support the models. Presenting location analysis to our professionals. Assist our professionals with creating and executing negotiating strategies on behalf of clients seeking credits and grants for projects within the multi-state region. Preparing and presenting proposals and qualifications for our professionals to share with prospective clients. Preparing and presenting comprehensive reports regarding potential financial incentives when available based on the client's facts. Essential traits: Demonstrated knowledge of site selection methods, processes and analysis as well as the financial incentives (both statutory and discretionary in nature) available in the multi-state region. Minimum 3 years of relevant experience within a consulting or real estate firm, economic development agency or a state tax agency. Bachelor’s degree in a business-related field. Proven analytical and problem-solving skills. Demonstrated interpersonal and client relationships skills. Demonstrated written and verbal communication skills. Proven dedication to teamwork. Proficiency in Microsoft Office, with focus on Word, PowerPoint and Excel. Proven track record relevant to previous work experience. Proven track record relevant to previous work experience. To apply click here. Date Posted: 6/24/2024 (IPT054)

Senior Consultant (Tallahassee, Florida; Orlando, Florida; Jackson, Mississippi; Remote Work) - VisionFirst Advisors has established itself as a go-to firm in the economic development consulting field with clients from 48+ states and 8 Fortune 500 companies. After 30 years of leading public and private economic development organizations in multiple states, Gray Swoope launched VisionFirst Advisors in 2015, providing services focused on: Location advisory and site selection. Labor and market intelligence. State, regional, utility and local economic development strategy. Incentives for negotiation and compliance. Marketing and communications strategy and implementation. We are a customer-driven consulting firm, acting seamlessly as an extension of the client team to develop  strategy, solve problems and deliver results while mitigating risks and barriers. We utilize our experience  and business acumen to support clients with their location strategies and economic development  competitiveness. We know that no two projects are the same, and our approach is tailored to each client. In 2024, Gray Swoope and Griff Salmon acquired VisionFirst Advisors, realizing a long-term goal of being an  independent entity. As part of this new structure, VisionFirst entered into a strategic partnership with The Southern Group, the largest lobbying firm in Florida. VisionFirst Advisors is seeking a dynamic individual to join our team as a Senior Consultant in our Location  Advisory Services division. As part of our growing firm, you'll have the opportunity to work collaboratively  with clients, leveraging your expertise in tax credits, exemptions, and incentives to drive business success. Responsibilities: Collaborate with clients to assess operating costs at various locations and manage risks associated with incentive programs. Conduct incentive calculations, create proformas, and assist in structuring deal terms for incentives and tax credits. Educate and advise clients on available incentives to minimize project costs. Work closely with our team to craft then deliver tax and incentive recommendations to our clients. Key Qualifications: Ability to work within a hybrid model, requiring travel and in-person collaboration 3-5 days per month. Bachelor’s degree in business, accounting, finance, law, or related field. Preferred 2 years’ experience in incentives, state taxes, or incentive compliance. Strategic mindset, with the ability to apply learned concepts to develop a structured solution tailored to  client needs. Strong leadership skills with a focus on judgment, problem-solving, and decision-making. Excellent research, verbal, and written communication skills. Proven ability to prioritize workload effectively to meet deadlines and objectives. Willingness to participate in strategic planning initiatives. Proficiency in project management and organizational skills. Flexibility to travel as needed. Preferred Accreditation as a licensed CPA, holder of a Master’s in Business Administration (MBA), or Certified Credits and Incentives Professional (CCIP). Join us at VisionFirst Advisors, where you'll have the opportunity to grow professionally in a collaborative  environment and share in our success through profit sharing. Apply now and become an integral part of our  team dedicated to helping clients thrive in today's competitive business landscape. Email a resume and cover letter (both required) to info@visionfirstadvisors.com Date Posted: 6/4/2024 (IPT050)