Alvarez & Marsal

Director, Research Credit and Incentive Services

San Francisco,United States
  • Salary average
    130000  -  175000YEAR
  • Type of employment
    Full-time

Company

We are the consulting firm known for asking tough questions, listening well, digging in and rolling up our sleeves. We are fact-driven and action-oriented. We move our clients forward, to where they need to be. We are A&M.

Responsibilities

  • Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
  • Build client relationships and demonstrate a working knowledge of client businesses
  • Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
  • Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
  • Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
  • Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
  • Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
  • Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading interviews with client subject matter experts, writing technical memorandum, performing tax technical research, and developing quantitative workpapers supporting amounts claimed
  • Assistance on federal tax consulting services, including meals and entertainment, accounting method assessments, energy incentives, and meals and entertainment deductions
  • Communicate directly with client personnel, including operations, finance, accounting, and engineering
  • Manage and implement multiple projects simultaneously, which include client interviews, computations, analysis, data gathering and coordination of A&M and client resources
  • Assist with tax research, responses to IRS inquiries, drafting IRS protest letters, and writing other technical memoranda as needed.
  • Flexibility to travel to client sites 25% of the time
  • Regularly supports business development efforts including seeing opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

Skills used at work

    Description

    A&M is a group of entrepreneurial, action, and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are why our people love working at A&M.

    We provide tax, turnaround management, restructuring, performance improvement, and corporate advisory services. Our tax practice is unique in that we offer the opportunity to work without audit conflict and truly act a trusted business advisor. We provide our teams with opportunities and support to develop and cultivate careers that are most meaningful to them and reward them based on their achievements.

    We are currently growing our Research Credit & Incentives (RCIS) practice. A&M's RCIS team helps identify overlooked opportunity areas across a range of industries where qualified credit activities exist and provides the tools needed to complete the complicated credit calculation. Our team of professionals assists clients in preparing and preserving the documentation required to support qualifying activities and departments. We are presently seeking a Director to join our national practice.

    What Will You Be Doing?

    As a Director within RCIS, you will:

    • Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading interviews with client subject matter experts, writing technical memorandum, performing tax technical research, and developing quantitative workpapers supporting amounts claimed
    • Assistance on federal tax consulting services, including meals and entertainment, accounting method assessments, energy incentives, and meals and entertainment deductions
    • Communicate directly with client personnel, including operations, finance, accounting, and engineering
    • Manage and implement multiple projects simultaneously, which include client interviews, computations, analysis, data gathering and coordination of A&M and client resources
    • Assist with tax research, responses to IRS inquiries, drafting IRS protest letters, and writing other technical memoranda as needed.
    • Flexibility to travel to client sites 25% of the time
    • Manage risk, resources, staffing and financial performance for multiple engagements at once including billing, collections and project budgets
    • Identify key tax issues and accurately quantify the impact to in a clear, concise, and thoughtful analysis
    • Build client relationships and demonstrate a working knowledge of client businesses
    • Conduct day-to-day management of accounts to ensure delivery of timely and accurate work product
    • Supervise, develop, mentor, and motivate our Associates, Senior Associates and Managers by actively participating in their advancement through on-the-job training, providing performance feedback, counseling, and fostering our team-based atmosphere
    • Manage workload and deadlines for Associates, Senior Associates, and Managers with a focus on quality, efficiency, and effectiveness of the project teams
    • Demonstrate commitment and desired behaviors while working with others that have diverse experiences, skills and perspectives
    • Regularly supports business development efforts including seeing opportunities for add on work, thought leadership, new client pitches, and optimizing the compliance process

    How will you grow and be supported?

    At A&M, we know our people drive our growth, and we're focused on providing an employee experience that supports professional and personal development. We provide our team with a robust performance development process which encourages continuous learning and development that rewards you for your contributions. We have the best technical and formalized on-the-job training and offer endless opportunities for professionals to acquire new skills. We also prioritize your well-being and provide personal tools and resources to support you through your personal journey. Click to learn about our commitment to your well-being. Our Tax professionals consistently share their favorite attributes of A&M are the growth opportunities, our unique, entrepreneurial culture and of course, the fun we have together. The possibilities are endless for high performing and passionate tax professionals. Click to learn more about why A&M is a great place work.

    Qualifications:

    • 4-6+ years of experience working on Research and Development Tax Credit engagements
    • Bachelor's degree in accounting, finance, economics, or a STEM discipline
    • Advanced Degree preferred: MA/MS, JD or LLM
    • CPA or Licensed Attorney, or applicable certification required
    • Excellent verbal and written communication skills and ability to articulate complex information and to establish credibility and influence clients
    • Excellent research, writing, and analytical skills
    • Advanced user of all Microsoft Office products (with an emphasis on Excel and high proficiency in spreadsheets)
    • Ability to simultaneously work on several projects and effectively manage deadlines
    • High motivation to learn and grow and actively identify trends and new ideas for enhancing solutions and approaches
    • Detail-oriented and possess strong organizational skills to excel in a deadline-driven environment
    • Prior proven experience leading others while managing multiple work streams
    • Demonstrated success as a trusted tax and business advisor: building relationships, identifying and addressing client needs, and delivering high quality deliverables
    • Passion for training and mentoring staff

    The salary range is $130,000 - $175,000 annually, dependent on several variables including but not limited to education, experience, skills, and geography. In addition, A&M offers a discretionary bonus program which is based on a number of factors, including individual and firm performance. Please ask your recruiter for details.

    #LI-LV1

    Diversity & Inclusion

    A&M's entrepreneurial culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The collaborative environment and engaging work—guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity—are the main reasons our people love working at A&M. Inclusive Diversity means we embrace diversity, and we foster inclusiveness, encouraging everyone to bring their whole self to work each day. It runs through how we recruit, develop employees, conduct business, support clients, and partner with vendors. It is the A&M way.

    Equal Opportunity Employer

    It is Alvarez & Marsal's practice to provide and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination because of race, color, creed, religion, national origin, ancestry, citizenship status, sex or gender, gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, family medical history, genetic information or other protected medical condition, political affiliation, or any other characteristic protected by and in accordance with applicable laws. Employees and Applicants can find A&M policy statements and additional information by region here.

    Unsolicited Resumes from Third-Party Recruiters

    Please note that as per A&M policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our Inclusive Diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that A&M will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

    Job posted: Apr 23, 2024

    Expiration date: Apr 23, 2025