Tax Manager, Credits & Incentives

Job Description

Job Summary:

A Tax Manager, Credits & Incentives is responsible for advising clients of the credit & incentive opportunities relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with credits & incentives statutes and regulations. In this role, the Tax Manager, Credits & Incentives is charged with marketing, networking and business development within his/her area of experience and specialization, and recognizing potential changes in credit & incentives policy.

In addition, the SALT Credits & Incentives Manager works with the Core Tax Partners, Directors, and Senior Managers to provide credits & incentives expertise to their clients.

Job Duties:

Research:

Identifies complex credits & incentives situations, when research is necessary, providing an outline of the issue(s) and the appropriate source of research to be conducted

Analyzes researched facts and the sources utilized prior to composing a detailed report or preparing a credits & incentives opportunities matrix of the research findings

Develops relationships with in-state and out of state Department of Tax (DOT)/Department of Revenue (DOR) and Economic Development personnel

Tax Compliance:

Conducts detailed reviews of income tax returns, and identifies the most significant statutory credit opportunities

Evaluates a client’s current compliance processes, and provides customized and automated solutions for the client to comply with annual credits & incentives reporting

Tax Consulting:

Drafts credits & incentives memorandums and other documentation on various credits & incentives issues

Conducts review of a client’s operations to determine in which jurisdictions credits & incentives opportunities may exist

Applies all applicable state tax consulting sub-specialties, and confers with other Tax professionals when appropriate

Ensures tax engagement letters are adopted prior to engagement work commencing, and manages engagements

Assists in the development of consultative credits & incentives strategies

Manages the expectations of assigned clients

Tax Controversy:

Drafts responses to notices from state taxing authorities

Represents clients before any tax authority on credits & incentives issues

Assists with exam support

Tax Related Software:

Utilizes credits & incentives research databases and other credits & incentives related software in the completion of assigned tasks

Tax Specialization:

Provides technical client service to multi-state clients on credits & incentives matters

Conducts negotiation credits & incentives matters

Drafts technical memorandums regarding credits & incentives issues

Strategy Development:

Reviews studies of credits & incentives opportunities to identify alternative courses of actions to benefits clients

Develops new or improved ideas to advance the position of clients in maximizing credits & incentives awards

Assists with researching credits & incentives strategies

Suggests marketing approaches for new client acquisitions

Other duties as required

Supervisory Responsibilities:

Supervises the day-to-day workload of SALT Senior Associates and Associates on assigned engagements, and reviews work product

Ensures SALT Senior Associates, Associates and Interns are trained on all relevant tax software

Evaluates the performance of SALT Senior Associates and Associates, and assists in the development of goals and objectives to enhance professional development

Delivers periodic performance feedback, and completes performance evaluations for SALT Senior Associates, Associates and Interns

Acts as Career Advisor to SALT Senior Associates and Associates, as appropriate

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree in Accounting or other relevant field, required

Master’s degree in Accounting or Taxation or Juris Doctorate, preferred

Experience:

Five (5) or more years of state and local/multistate tax experience required, with experience in credits & incentives strongly preferred,

Experience supervising tax professionals on a project or engagement basis, required

Experience preparing and/or reviewing tax provisions, preferred

License/Certifications:

CPA or other relevant certification, required

Software:

Proficient in the use of Microsoft Office Suite, specifically Excel and Word, preferred

Exposure to and familiarity with standard tax applications and research tools, preferred

Language:

N/A

Other Knowledge, Skills & Abilities:

Excellent verbal and written communication skills

Superior analytical and research skills

Solid organizational skills, with the ability to meet project deadlines with a focus on details

Ability to successfully multi-task while working independently or within a group environment

Ability to work in a deadline-driven environment, and handle multiple projects simultaneously

Capable of effectively managing a team of tax professionals, and delegating work assignments as needed

Capacity to build and maintain strong relationships with internal and client personnel

Ability to encourage a team environment on engagements, and contribute to the professional development of assigned personnel

Executive presence, with the ability to act as primary contact on assigned engagements

Ability to successfully interact with professionals at all levels

Advanced knowledge of appropriate application of tax standards to ensure effective and efficient delivery of credits & incentives services

Advanced knowledge of sources utilized in credits & incentives filings

Advanced knowledge and understanding of cause / effect for taxable conditions on clients, and the potential credits and incentives opportunities

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $79,800 - $168,000

Maryland Range: $79,800 - $168,000

NYC/Long Island/Westchester Range: $79,800 - $168,000

Washington DC Range: $79,800 - $168,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

As technology continues to shape how we work, BDO values the ability to apply generative and agentic AI solutions to develop work products, improve workflows and identify potential risks. Across our firm, we emphasize professional judgment in validating AI-generated outputs for accuracy, quality, and compliance.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits\* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

\*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

Click here to find out more!

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Job Info

Job Identification

14577

Job Category

Generalist

Posting Date

10/30/2026, 02:34 AM

Apply Before

10/30/2027, 02:34 AM

Job Schedule

Full time

Locations

225 W. Randolph Street, Chicago, IL, 60606, US

23 600 North Pearl, Dallas, TX, 75201, US

2929 Allen Parkway, Houston, TX, 77019, US

6 2600 W. Big Beaver Road, Troy, MI, 48084, US