Manage technical tax credits and incentives (TC&I) engagements: lead credit calculations, eligibility analyses, modeling, and substantiation; review associate work; analyze clean energy credits and monetization options; evaluate bonus credit criteria; translate new guidance into engagement steps; coordinate timelines, budgets, and offshore training.
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.
As a Manager on Aprio's Specialty Tax team, you own technical workstreams and review the work of our associates, partnering closely with U.S. engagement teams to move credit and incentive engagements from data to deliverable. You bring calm, seasoned judgment to complex calculations and new guidance, and you help the team around you get sharper.
Responsibilities:
- Manage delivery of TC&I workstreams — credit calculations, eligibility analyses, benefit models, and substantiation packages — in coordination with U.S. engagement teams.
- Review associate work for technical accuracy and quality, and provide clear, timely coaching.
- Analyze eligibility for clean energy credits under the IRA and OBBBA, including Sections 48E, 45Y, 45X, 45Z, and 45Q, along with legacy Section 48.
- Support credit monetization through transferability under Section 6418 and elective (direct) pay under Section 6417, including buyer- and seller-side diligence and documentation.
- Evaluate bonus credit criteria — prevailing wage and apprenticeship (PWA), domestic content, energy community, and low-income community — and help maintain the supporting record.
- Build and review models that quantify federal, state, and local credit and incentive benefits.
- Research technical positions and help translate new guidance, such as Foreign Entity of Concern (FEOC) rules, into practical engagement steps.
- Coordinate deliverable timelines, budgets, and status reporting across time zones.
- Help grow the offshore team through training, review notes, and knowledge sharing.
Qualifications:
- 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 workstream or team leadership.
- Working knowledge of U.S. federal energy tax credits and credit monetization (transferability and elective pay).
- Strong modeling skills (advanced Excel) and comfort building and reviewing credit calculations.
- CPA, JD, Master of Taxation (MTax), Enrolled Agent, or steady progress toward one is preferred.
- Experience with state and local credits and incentives, or site-selection analysis.
- Familiarity with Forms 3800, 3468, 7207, and related credit forms.
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.
Aprio Dedham, Massachusetts, USA Office
980 Washington St. Suite 217, Dedham, United States, 02026
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