
Job Information
Deloitte Consultant II - Credits & Incentives in Dallas, Texas
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
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.