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Investment Manager Salary in Missouri, USA

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Product, Strategy & Marketing Manager - Phenotypic & Translational Services
Eurofins Panlabs, Inc, Saint Charles
Eurofins Panlabs is committed to assisting clients achieve drug discovery success by providing comprehensive data. We are the most experienced pharmacology service company, in continuous operation for over 40 years, while setting the benchmarks for quality, convenience, and expertise. Our legacy includes: concurrent controls run with every experiment, a historical database on assay performance, industry experienced professionals that assist in study design and data interpretation, and eCTD compatible data reports. Eurofins Panlabs is searching for a Product, Strategy & Marketing Manager for our Phenotypic & Translational Services to work in St. Louis, MO or Burlingame, CA. We are looking for an experienced, energetic individual with in-depth knowledge of immunology and cell-based assays in drug discovery. 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Area Manager
Water Service Corporation, Saint Charles
Oversees the operation and maintenance of water and wastewater treatment plants. Provides leadership and guidance in water and wastewater plant management. Works with Director and BU President to ensure continuity of processes, goals and vision of the company.DepartmentOperationsStatusExemptSupervisor's TitleDirector State OperationsWho we areWater is the common thread that connects us all. We deliver vital, safe and reliable services which enable our communities to thrive.Through infrastructure investment and Operational Excellence, we safeguard our natural resources for today and future generations. We've got this!The Nexus Water Group team has an opportunity for an Area Manager based in Saint Charles, IL. Oversees the operation and maintenance of water and wastewater treatment plants. Provides leadership and guidance in water and wastewater plant management. 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Business Banking Relationship Manager
Commerce Bank, St. Louis
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. 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Work with Team Leader on a semi-annual basis to assure that all appropriate products and services are being cross-sold to those relationships.Handle customer service requests for existing relationships, including loan renewals and modificationsWork with regional managers on credit requests, including general underwriting, loan structuring, negotiating/pricing, collateral, and analyze industry/credit riskComplete all requirements of loan booking, including negotiating terms, the review of loan documentation and assist in the closing processManage annual credit review schedule for team of relationship managers. Prepare loan presentations and credit reviews as necessary.Handle reporting on loans, involving such things as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, etc.Work with respective regional managers in the credit management of all watch list creditsEnsure compliance with all bank policies, procedures, regulations, and lawsPerform other duties as assignedKnowledge, Skills & Abilities RequiredStrong knowledge of full range of commercial products, credit policies, procedures and terminologyAbility to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirementsExcellent analytical and problem-solving skillsStrong developed negotiation skillsStrong independent decision-making skills, with minimal management oversightMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core ValuesIntermediate level proficiency with Microsoft Word, Excel and OutlookEducation & ExperienceBachelor's degree or equivalent combination of education and experience required5+ years of commercial banking experience requiredFor this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.**Level of role (III or Senior) is determined by knowledge, experience, skills, abilities, and education***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager III and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $113,000 to $179,000 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 8000 Forsyth, St. Louis, Missouri 63105Time Type:Full time
Store Manager
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Branch Manager
Commerce Bank, St. Louis
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. 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You'll be a coach, leader, mentor and role model all rolled into one. You'll lead your team to build and maintain strong relationships with customers by making sure they have a great experience every time they visit the branch and by providing friendly, helpful solutions to their financial challenges. Essential FunctionsResponsible for all retail banking day to day activities at designated location or locationsManage a team of personal bankers to effectively deliver the GUEST model when interacting with customersProactively develop customer relationships by listening to and understanding the customer (both internal and external), anticipating and providing solutions to customer needsEstablish procedures to monitor the results of delegations, assignments, or projects Adhere to established policy and procedure guidelines and ensures team adheresRemain current and ensure team remains current on product knowledge to assure that individual and branch sales goals are metDevelop talent and retain team members through training, coaching and Align conversationsSupport and Promote team development via goal setting, communication, coaching, delegation, training etc.Utilize staff according to current staffing modelMonitor sales efforts and results Observe and coach staff to improve overall customer management by providing timely feedback and guidance Build and maintain business by actively soliciting new business from prospective customers and work directly with current customers to sell/cross sell retail products Service customer needs, research problems and provide follow-up to customers/staff members Generate creative solutions to situations by trying different and novel ways to deal with organizational problems and opportunities Utilize staff according to current staffing modelLead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needsPerform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as requiredCommunicate decisions, priorities and relevant information to team members effectivelySupport budget management, planning and expenditurePerform other duties as assignedKnowledge, Skills & Abilities RequiredStrong knowledge of the financial services field, including knowledge of best practicesAbility to lead a group of bankers to achieve desired results, while delivering an excellent customer experienceAbility to interact and engage customers at point of contact - follows current model of customer engagementAbility to effectively communicate retail strategy to direct reports and identify opportunities and implement improvementsAbility to maintain a high level of confidentialityStrong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problemsAbility to drive results and balance management of organizational risk and meeting goals of the businessStrong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goalsOutstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company, clearly expressing ideas and concepts both verbally and in writingAbility to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core ValuesIntermediate level proficiency with Microsoft Word, Excel, Teams and Outlook Education & ExperienceAssociate's degree or equivalent combination of education and experience required2+ years experience as a Banking Services Manager/Consultant, Financial Services Representative or similar position required 1+ years leadership/supervisory experience required; assistant management experience preferredFor this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.***Level of role is determined by knowledge, experience, skills, abilities, and education*** For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is for the Branch Manager I, II and Senior level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base salary range is $65,000 to $96,000. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.Location: 4402 Natural Bridge, St. Louis, Missouri 63115Time Type:Full time
Sourcing Manager
Millipore Corporation, St. Louis
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Product Manager - Provider Data Management
symplr, Jefferson City
Overview Product Managers possess the deep product domain and market expertise needed to make strategic product decisions, develop the product roadmap, and determine product feature priorities. This position will analyze the total addressable market and competitive conditions and lay out a product vision and roadmap that is differentiated and delivers value based on customer demands and market drivers. This role will then act as the evangelist to build awareness and understanding while representing the company vision externally to our customers by attending conferences, customer visits and facilitating collaboration boards and other customer engagement sessions. This role will also represent the vision to sales, customer success and other internal key stakeholders Additionally, Product Managers represent the company by having a presence with key customers and industry leaders to solicit feedback and create buy-in for the product vision. In order to maintain the big-picture vision, this role prioritizes the new products and features, and requires ranking against strategic goals and initiatives by making difficult trade-off decisions based on the value that new features will deliver to customers and to the business. Product Managers also ensure that feedback and requests are appropriately integrated into their product planning and development of features Duties & Responsibilities Manage the product development life cycle from strategic planning to tactical activities Stay on top of current trends and competitive threats impacting the product line and develop long term plans to ensure product success Set product strategy, develop roadmap and create features by defining the why, when and what of the product line Translate product strategy into high level requirements and prototypes Create business case to include overall budget for development efforts and monitor to remain within budget requirements Own the creative and analysis process of generating, developing, and curating new ideas Drive the effort to determine which ideas should be promoted into features to push the product strategy forward - namely those that will achieve key objectives for the product line and business including financial and positioning objectives Clearly define what the teams will deliver and the timeline for implementation based on the product roadmap Create feature descriptions, provide guidance to Product Owners, and approve the product-related requirements/user stories using Agile methodology Assist the Product Owner in managing the Agile team's User Stories and release milestones Contribute to setting prices on products in the product line to meet revenue and profitability goals and track return on investment to ensure success Clearly articulate the product's business value to the cross-functional team so they understand the intent behind the new product or new feature(s) in a release Update key stakeholders on product releases and coordinate training as needed Evaluate sales campaigns to ensure that they are consistent with product strategy and that the message is effectively conveyed Actively participate in the development and execution of go-to-market plans Analyze potential partner relationships for the product Skills Required Create roadmap, advocate trade-offs, and articulate rationale behind roadmap to stakeholders Have a constant focus on solving user problems in the best way possible Validate ideas and change assumptions Ability to make analytical, data-driven decisions an effectively communicate the results Conceptual product thinker that can connect strategy with execution Understand and execute on the steps required to successfully launch a software release or application Ability to influence cross-functional team without formal authority Excellent time management, resource organization and priority establishment skills with the ability to multi-task in a fast-paced, deadline-oriented environment Excellent communication skills, both verbal and written, with diplomacy and tact while managing a large group of stakeholders, including when responding to resistance Ability to work independently and as part of a team Qualifications Required: Bachelor's degree in Business or related field Demonstrated success defining and launching products 3+ years of prior software development experience as a Product Manager and/or 5+ years of Product Owner/Senior Product Owner experience Qualifications Preferred: Master's degree in Business or related field Healthcare industry knowledge Experience working in agile software development setting Aha! Roadmaps experience Product Management certification MinUSD $90,000.00/Yr. MaxUSD $120,000.00/Yr.
Investment Guidelines Analyst - Proprietary Funds
Edward Jones, Jefferson City
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report.1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. 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Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). *This position is known internally as a Specialist II-Fund AdminWhat Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. *Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward JonesCheck out our Canadian awards and accolades: Insights & Information Blog Postings about Edward JonesEdward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:Salary: $70659 - $116516Category: Headquarters
Business Banking Relationship Manager
Commerce Bank, Joplin
About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.Creating an award-winning culture doesn't come easy. And after more than 155 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation RangeAnnual Salary: $69,500.00 - $136,500.00 (Amount based on relevant experience, skills, and competencies.)About This JobThis position involves both the comprehensive management of existing commercial relationships as well as soliciting new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of up to $20MM.Essential Functions Participate in outreach activities with assigned customers and target prospects with the objective to acquire new businessServe as the primary advisor for an assigned portfolio of diverse and complex commercial relationships and ensure a high level of customer satisfaction and retentionCoordinate with product partners to cross-sell a full range of products and servicesCritically review and analyze portfolio to reduce risk and enhance profitabilityFacilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensure adequate loan documentation, and analyze industry/credit riskFacilitate the resolution of customer problems and engage product experts as neededParticipate in community and business functions/groups to ensure a positive image for the Bank and establish referral contacts within the marketplaceEnsure compliance with all Bank policies, procedures, regulations, and lawsPerform other duties as assignedKnowledge, Skills & Abilities RequiredThorough knowledge of full range of commercial products, credit policies, procedures and terminologyAbility to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirementsIntermediate strategic, analytical, problem-solving skills and credit analysis skillsIntermediate persuasive and negotiation skills with well-developed sales skillsIntermediate decision-making skills, but requires some management oversightAbility to structure more complex credit requestsMotivated and organized self-starter with strong attention to detail and the ability to manage multiple prioritiesInquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skillsAbility to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core ValuesIntermediate level proficiency with Microsoft Word, Excel and OutlookEducation & ExperienceBachelor's degree or equivalent combination of education and experience required3+ years of commercial banking experience required** Level of role is determined by knowledge, experience, skills, abilities, and education***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is for the Business Banking Relationship Manager I, II, and III job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base salary range is $69,500 to $136,500. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report.For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record.Location: 1820 E 20th Street, Joplin, Missouri 64804Time Type:Full time
Federal Credits and Incentives (C&I) Manager, Tax- Statutory Credits
Baker Tilly, Jefferson City
OverviewBaker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly US, LLP, employee e-mail accounts are considered property of Baker Tilly US, LLP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly US, LLP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. ResponsibilitiesBaker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Federal Credits and Incentives (C&I) Manager, Tax to join our growing Federal statutory credits practice. This is a remote position. Our C&I Statutory Tax Credits practice is made up of professionals across the U.S., who work with clients to develop an efficient and cost-effective approach for identifying, calculating and documenting eligible federal credits, mostly under the Inflation Reduction Act, but also including other credits related to energy efficiency, alternative power, domestic manufacturing, workplace diversity and economic stimulation by geography. Our team has assisted clients in a variety of industries to identify, document and sustain federal credits through a comprehensive understanding of their business operations. This practice does not focus on research (R&D) tax credits or state and local credits and incentives, although you will collaborate with professionals in these specialty areas.You will enjoy this role if:You would like to work directly with CFO's, owners and leaders from middle market companies to help them increase cash flow, reduce tax liability and optimize investment in new technologyYou thrive in opportunities to hone your technical skills and will enjoy working with a variety of clients that present exposure to unique technical challengesYou crave a leadership opportunity to help build a fast growing, entrepreneurial federal tax credits practice who is also down-to-earth and thrives in collaborationYou want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrowWhat you'll do:Be a trusted advisor to middle market clients by providing strategic federal tax credit consulting services that includes:Work with other industry experts to document eligibility and qualification of clients for certain federal tax creditsResearch and draft technical memoranda related to federal tax credit mattersSupport industry experts with tax technical issuesDevelop industry thought leadership including writing internal and external articles and preparing internal and external presentationsDevelop an understanding of each client's business and become a functional expert in the relevant technical areaAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with colleagues, clients and the communityBuild a team as your practice area growsInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsAct as a career advisor to associates, seniors and managersReview work prepared by Associate and Senior Associate professionals and work with Senior Managers, Directors and Partners on client optimization strategiesQualificationsQualifications:Bachelor's degree in Accounting, Finance, Economics, Engineering, Computer Science or other related field required; Masters or advanced degree preferredCPA or JD highly preferred. Four (4)+ year(s) of work experience in federal tax consulting, preferably federal statutory credits, including those related to the Inflation Reduction Act, CHIPS Act, Opportunity Zones and Work Opportunity Tax Credit2+ year(s) of supervisory experience, mentoring and counseling team members is desiredAbility to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projectsEligibility to work in the U.S., without sponsorship, highly preferredAdditional InformationFor California, Colorado, New York, Washington and remote roles: The compensation range for this role is $86,220 to $182,770. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.#LI-remote#LI-YB1