Tax Senior - Credits & Incentives at Deloitte

Senior, Tax Services

Deloitte Tax LLP's Global Investment and Innovation Incentives (Gi3) practice helps organizations identify and pursue government credits and incentives tied to investment, innovation, sustainability, and community development. With more than 1,000 practitioners supporting clients across more than 150 countries and regions, Gi3 advises on complex tax credit and incentive matters across industries. In this role, you will work on engagements involving research and development, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal programs. This is an opportunity to join a growing practice and collaborate with professionals across Tax, Advisory, Consulting, and Audit & Assurance. Recruiting for this role ends on 05/31/2027.

Work you'll do As a Senior, Tax Services on the Global Investment and Innovation Incentives (Gi3) team, you will be responsible for:

• Managing federal credits and incentives engagements, including analyses related to the Research and Development tax credit, New Markets Tax Credit, Qualified Opportunity Zones, renewable energy incentives, and other federal credit programs
• Identifying eligible client activities, gathering and analyzing supporting documentation, and assisting with the preparation of claims and filings
• Preparing and reviewing engagement deliverables, including calculations, tax forms, memoranda, executive summaries, presentation materials, and audit response support
• Monitoring legislative and regulatory developments and working with leadership to identify client opportunities, process improvements, and new service offerings
• Building working relationships across client teams and Deloitte businesses while coordinating day-to-day workstreams and guiding junior professionals

A successful candidate would possess these skills:

• Ability to work independently and collaborate as part of a team
• Effective written and verbal communication skills
• Meticulous attention to detail and quality of work product
• Ability to build and sustain professional relationships
• Ability to lead projects or workstreams
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Strong interpersonal skills and professional demeanor
• Ability to meet deadlines
• Ability to provide clear guidance to others

The team National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP that brings together specialized tax services developed in response to tax planning opportunities, marketplace needs, and innovation. NFTS professionals support large organizations across industries with tax planning and compliance needs. Within NFTS, the Global Investment and Innovation Incentives (Gi3) practice focuses on helping clients identify, evaluate, and pursue tax credits and incentives.

Qualifications Required:

• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week
• Bachelor's degree in Accounting, Finance, Engineering, Technology, Environmental Science, or another business, science, or engineering field
• 3+ years of experience in federal tax, credits and incentives, or public accounting
• Experience with Research and Development tax incentives and/or one or more of the following: New Markets Tax Credit, Qualified Opportunity Zones, or renewable energy tax credits
• Experience preparing technical analyses, credit calculations, tax forms, memoranda, executive summaries, or audit response materials
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve
• Limited immigration sponsorship may be available
• 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: Licensed attorney Enrolled Agent Project Management Professional (PMP) Chartered Financial Advisor (CFA) Professional Engineer

Professional development From entry-level employees to senior leaders, we believe there's always room to learn. We offer opportunities to build new skills, take on leadership opportunities and connect and grow through mentorship. From on-the-job learning experiences to formal development programs, our professionals have a variety of opportunities to continue to grow throughout their career.