Project Manager

Description

WHO WE ARE:

At Corporate Tax Incentives (CTI), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients.

As a Project Manager at CTI, you will join a team that leverages the Company’s proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries.

Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the organization.

WE TAKE CARE OF OUR PEOPLE:

• Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan.
• 3 weeks paid vacation.
• 8 paid holidays and week between 12/25-1/1 off with pay.
• 12 weeks paid maternity and disability leave / 2 weeks paid paternity leave.
• Position is hybrid at our Folsom office location.
• Our supportive team will work with you to develop and support your career goals.
• Be part of a knowledgeable, growing, high-achieving and fun team.

CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs.

Requirements

WHAT YOU WILL DO

The Project Manager is responsible for the direction, coordination, implementation, and completion of projects in accordance with the goals the Business Incentives department. The Project Manager will interact and build strong relationships with clients to understand their needs and deliver successful projects while providing the highest level of customer service.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Direct and supervise activities, projects, or workflow by providing instruction, training, support, and guidance. 
• Work directly with clients to complete tax credit projects and communicate project status and issues with stakeholders. 
• Manage and oversee accounts and reports throughout the year as well as effectively plan and prioritize assigned projects to meet business objectives and timelines.
• Participate in field activity as necessary.
• Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons. 

WHAT YOU WILL NEED:

• Ability to work both independently and collaboratively within a team.
• Proven ability to thrive in a fast-paced, entrepreneurial environment, working effectively with minimal supervision, whether onsite, in a hybrid setting or fully remote.
• Excellent written and verbal communication skills.
• Highly organized and detail oriented with the ability to prioritize, plan, and organize activities.
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency.
• Strong problem solving and troubleshooting skills.
• Strong analytical skills and reasoning abilities.
• Flexible and adaptable, willing to evolve and meet changing organizational needs.
• Capable of handling sensitive data with confidentiality and discretion.
• Ability to recognize when an incident needs to be escalated.
• A willingness to learn and adapt to CTI’s study process, quality control requirements, and management expectations.

EDUCATION AND EXPERIENCE:

• Bachelor’s degree in Accounting, Business, Finance, or Economics preferred, but not required. 
• 2+ years’ customer service experience.
• 1+ years’ project management experience.

We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page!