Manager, Tax Credits & Incentives

Work with a Top 20 CPA and advisory firm that Accounts for Anything.  Aprio has

40 U.S. office locations, as well as international office locations and more

than 3,200 team members that speak 60+ languages across the globe.  By bringing

together proven expertise, deep understanding, and strategic foresight for

fast-growing industries, Aprio ensures clients are prepared for wherever life or

business may take them. Discover a top-rated culture, vast growth opportunities

and your next big career move with Aprio.

Join Aprio's Specialty Tax team and you will help clients maximize their

opportunities.  Aprio Advisory Group, LLC is a progressive, fast-growing firm

looking for a Manager, Tax Credits & Incentives to join their dynamic team.

The TC&I team helps clients identify, quantify, substantiate, and monetize

federal, state, and local tax credits and incentives. The work spans clean

energy credits, advanced manufacturing, negotiated state and local incentives,

and site selection, for clients ranging from project developers and

manufacturers to tax-exempt entities and credit purchasers.

This Manager works alongside U.S. engagement teams, owns delivery on assigned

workstreams, and serves as the first technical review layer on associate work.

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Responsibilities

TECHNICAL DELIVERY

• Own workstream delivery - manage credit calculations, eligibility analyses,

benefit models, and substantiation packages from kickoff through issuance, in

coordination with engagement teams.

• Analyze credit eligibility - assess clean energy credits under the Inflation

Reduction Act (IRA) as amended by the One Big Beautiful Bill Act (OBBBA),

including Sections 48E, 45Y, 45X, 45Z, 45Q, 45V, and 45U, along with legacy

Sections 45 and 48.

• Build the beginning-of-construction record - support physical work test and

five percent safe harbor positions, continuity, and the underlying

documentation, with an awareness that the governing guidance remains

unsettled and positions may need to be supported on more than one basis.

• Apply the prohibited foreign entity (PFE) rules - run material assistance

cost ratio (MACR) computations, gather and assess supplier certifications,

and trace costs under current guidance.

• Evaluate bonus credit criteria - prevailing wage and apprenticeship (PWA),

domestic content, energy community, and low-income community - and help

maintain the supporting record.

• Support credit monetization - work transferability under Section 6418 and

elective (direct) pay under Section 6417, including buy- and sell-side

diligence, pre-filing registration, transfer election statements, and closing

deliverables.

• Build and review benefit models - quantify federal, state, and local credit

and incentive value, including after-tax value, basis reduction, and

recapture exposure.

• Support state and local incentive work - site-selection comparisons,

negotiated incentive modeling, and post-award compliance tracking against

hiring, wage, and investment commitments.

• Prepare and review credit filings and workpapers - and help support filed

positions under IRS or state examination.

• Research technical positions - and help translate new guidance into practical

engagement steps.

• Contribute across Specialty Tax - support R&D tax credit engagements

alongside the R&D Tax Credit Services team, building breadth beyond energy

and state incentives.

TEAM AND ENGAGEMENT MANAGEMENT

• Review associate work - check technical accuracy and documentation quality,

and provide clear, timely coaching.

• Coordinate delivery - manage timelines, budgets, and status reporting across

time zones.

• Help grow the team - through training, review notes, and knowledge sharing.

Qualifications

REQUIRED

• Bachelor's degree in accounting, finance, engineering, economics, or a

related field.

• Five or more years of relevant experience in tax credits and incentives, tax,

or a related technical discipline, including two or more years reviewing the

work of others.

• Demonstrated experience with U.S. federal energy tax credits and with credit

monetization under Sections 6418 and 6417.

• Strong modeling skills (advanced Excel), with the ability to build a credit

calculation from source data and to review someone else's.

• Working knowledge of the credit forms in scope, including Forms 3800 and

Schedule A (Form 3800), 3468, 7207, 8835, and 8933, and of the pre-filing

registration process for transfer and elective payment elections.

• Clear written English, with the ability to document and defend a technical

position in writing.

PREFERRED

• CPA, JD, Master of Taxation (MTax), Enrolled Agent, Chartered Accountant, or

steady progress toward one.

• Experience with state and local credits and incentives, or site-selection

analysis.

• Experience with research and development (R&D) tax credits under Section 41,

including qualified research expense analysis and supporting documentation.

• Hands-on experience with the prohibited foreign entity rules, domestic

content substantiation, or PWA compliance.

• Prior experience at a Big Four, national, or regional accounting firm, or

in-house at a developer, manufacturer, or credit purchaser.

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$98,500 - $164,000 a year

The salary range for this opportunity is stated above. As such, an actual salary

may fall closer to one or the other end of the range, and in certain

circumstances, may wind up being outside of the listed salary range.

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The application window is anticipated to close on September 30, 2026 and may be

extended as needed.

Why work for Aprio

• Whether you are just starting out, looking to advance into management or
• searching for your next leadership role, Aprio offers an opportunity to grow
• with a future-focused, innovative firm.

Perks/Benefits we offer for full-time team members

• Medical, Dental, and Vision Insurance on the first day of employment

• Flexible Spending Account and Dependent Care Account

• 401k with Profit Sharing

• 9+ holidays and discretionary time off structure

• Parental Leave – coverage for both primary and secondary caregivers

• Tuition Assistance Program and CPA support program with cash incentive upon

completion

• Discretionary incentive compensation based on firm, group and individual

performance

• Incentive compensation related to origination of new client sales

• Top rated wellness program

• Flexible working environment including remote and hybrid options

What’s in it for you

• Working with an industry leader: Be part of a high-growth firm that is

passionate for what’s next.

• An awesome culture: Thirty-one fundamental behaviors guide our culture every

day ensuring we always deliver an exceptional team-member and client

experience.  We call it the Aprio Way.  This shared mindset creates lasting

relationships between team members and with clients.

• A great team: Work with a high-energy, passionate, caring and ambitious team

of professionals in a collaborative culture.

• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us

grow to become the CPA firm of choice nationally.

• Growth opportunities: Grow professionally in an environment that fosters

continuous learning and advancement.

• Competitive compensation: You will be rewarded with competitive compensation,

industry-leading benefits and a flexible work environment to enjoy work/life

balance.

EQUAL OPPORTUNITY EMPLOYER

Aprio is an Equal Opportunity Employer encouraging diversity in the workplace.

All qualified applicants will receive consideration for employment without

regard to race; color; religion; national origin; sex; pregnancy; sexual

orientation; gender identity and/or expression; age; disability; genetic

information, citizenship status; military service obligations or any other

category protected by applicable federal, state, or local law.

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business

structure, with Aprio Advisory Group, LLC providing non-attest tax and

consulting services, and Aprio, LLP providing CPA firm services.