Additional Responsibilities: 

We’re leading the way as technology-enabled tax advisors who provide value through digitization, automation and increased efficiencies. Our growing team of fixed asset and energy transition credit professionals are driving solutions to help our clients unlock additional ROI through energy tax credits generated from capital investments. 

Job Requirements and Preferences: 

Basic Qualifications: 

Minimum Degree Required:

Bachelor& 39;s Degree 

Minimum Year(s) of Experience: 

4 year(s) 

Certification(s) Required: 

CPA, Member of State Bar, Enrolled Agent, Masters – Engineering, Professional Certification in Project Management (PMP), Professional Engineer 

Preferred Qualifications: 

Additional Educational Preferences: 

Taxation, Accounting, Engineering, Sustainable Resource Management, Environmental Health/Engineering Computer and Information Science, LLM in Taxation  

Preferred Knowledge/Skills: 

Demonstrates extensive-level abilities with the following: 

• Basic accounting (tax accounting preferred); 

• Knowledge of engineering or sustainability projects are encouraged but not required; 

• Understanding of Inflation Reduction Act and CHIPs Act of 2022 

• Understanding of fixed asset tax depreciation methods and the ability to properly apply recovery periods for different types of property;  

• Identifying between personal and real property and applying the appropriate depreciation schedules for each type as part of a cost segregation study, as well as identifying energy-related properties, is encouraged.  

• Understanding of fixed asset accounting method concepts such as ‘begun construction’ and ‘placed in service’; 

Demonstrates extensive-level abilities with the following: 

• Project management skills including managing resource requirements, project workflow, budgets, billing and collections;  

• Preparing and/or coordinating complex written and verbal materials; 

• Identifying and addressing client needs; 

• Communicating value propositions; and 

• Building, maintaining, and utilizing networks of client relationships and community involvement. 

Demonstrates a extensive-level of automation & digitization in a professional services environment including but not limited to: 

• Innovating through new and existing technologies, along with experimenting with digitization solutions; 

• Understanding large, complex data sets to evaluate data models and leverage data visualization tools to provide insights to clients; and, 

• Utilizing digitization tools to reduce hours and optimize engagement. 

Demonstrates extensive abilities and/or a proven record of success including, but not limited to:  

• Supervising teams to create an atmosphere of trust; 

• Seeking diverse views to encourage improvement and innovation; and, 

• Coaching staff including providing timely meaningful written and verbal feedback. 

• Advising as tax technical business consultant; 

• Developing new relationships, making introductions to sell new services and doing so with a & 34;One Firm& 34; service mindset; and, 

• Working knowledge or familiarity with a CRM system is preferred.