Seeking full-time US-remote Director, VP or executive partnerships, alliances, growth and tax credits leadership. Markets: HR Tech/HCM, Payroll, Fintech, Tax & Accounting, Professional Services, SaaS, Benefits. Denver/Centennial, Mountain Time; travel up to 50%, no relocation. US citizen; no sponsorship. Target base $175,000+.
LE
Looking for a job
Lee Edenfield
@leeedenfield
Tax Credits & Incentives Executive | HCM, Payroll, PEO & CPA Channel Partnerships
United StatesWhat I'm looking for
Tax credits and incentives executive with 18 years driving revenue through HCM, payroll, PEO and CPA channel partnerships. Uncovered $100MM+ in tax credits for clients, including $25MM+ at ADP, where I drove $4.2MM (32%) in revenue growth and brought R&D credits into the ADP TotalSource PEO book through a partnership with KPMG.
At Trak Services, I led the Tax Credits & Incentives practice after the Ryze acquisition, including a credit-tracking platform covering 3,000+ federal, state and local programs. I owned the build of AI-based tax credit calculators and mapped payroll and census data flows for API and master data management integrations. I drove growth through HCM, payroll, PEO and CPA partner channels.
As President of Ryze Credits, I co-built software tracking state and federal credits nationwide, owned the AI calculator build, and co-led the sale to HR Logics / Trak Services, staying on as President of Tax Credits & Incentives. I build alliances with payroll platforms, HR tech providers and CPA firms, and own executive relationships with Tax, Finance and HR leaders.
Earlier, I built a paperless loan workflow at Silverton Bank and led a CRM revision at HomeBanc that drove $54M in annualized sales volume.
Based in Denver (Centennial), Colorado, USA (America/Denver, Mountain Time). Open to full-time US remote Director, VP and executive opportunities; travel up to 50% is welcome, with no relocation. US citizen; no sponsorship needed.
Experience
Work history, roles, and key accomplishments
IL
Current
Founder / Principal
IncentiveWise Solutions LLC
Jan 2025 - Present (1 year 10 months)
Advise employers and CPA firms on tax credit strategy and build their credit-capture programs. Design Work Opportunity Tax Credit (WOTC) programs, playbooks and training for HCM platforms and employers.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
President, Tax Credits & Incentives
Trak Services
Jul 2025 - Nov 2026 (1 year 4 months)
Led the tax credits practice after co-leading the sale of Ryze Credits and its nationwide credit-tracking platform to HR Logics / Trak Services. Led credit recovery end to end, from program strategy through filings, and the platform covering 3,000+ federal, state and local programs. Owned AI-based tax credit calculators; drove growth through HCM, payroll, PEO and CPA partner channels.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
President and Investing Partner
Ryze Credits
Jan 2025 - Jul 2025 (6 months)
Led Ryze as President and investing partner. Co-built proprietary software tracking state and federal tax credits nationwide; owned the build of AI-based tax credit calculators. Co-led the sale of Ryze Credits and its credit-tracking platform to HR Logics / Trak Services.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
SP
National Sales Manager
Synergi Partners
Jan 2022 - Jan 2025 (3 years)
Drove enterprise-level sales nationally for a tax credits and incentives firm. Built channel partnerships with HCM/payroll providers, CPA firms and the staffing industry.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
SP
Director, State and Local Credits
Synergi Partners
Dec 2018 - Jan 2021 (2 years 1 month)
Drove business development for state and local credits.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
CC
Director, Business Incentives
Corporate Tax Incentives (CTI)
Apr 2018 - Oct 2018 (6 months)
Structured R&D, hiring, training, investment, job creation and location expansion credit strategies for clients nationally. Built alliances with payroll organizations, real estate firms and strategic CPA firms.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
Across my ADP tenure, uncovered $25MM+ in unused tax credits for clients, drove $4.2MM (32%) revenue growth and renegotiated seven-figure, multi-year contracts. Led credits and incentives for ADP TotalSource PEO clients in 7 western states; brought R&D credits into the PEO book through a partnership with KPMG.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
Uncovered more than $25MM in unused tax credits for clients. Drove $4.2MM (32%) in revenue growth and renegotiated seven-figure, multi-year contracts.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
Uncovered more than $25MM in unused tax credits for clients. Drove $4.2MM (32%) in revenue growth and renegotiated seven-figure, multi-year contracts.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
Led credits and incentives for ADP TotalSource PEO clients in 7 western states. Top Producing Project Manager, 2009–2011. Across my ADP tenure, uncovered $25MM+ in unused client credits, drove $4.2MM (32%) revenue growth and renegotiated seven-figure, multi-year contracts.
Tax CreditsIncentivesWOTCR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax SoftwareAI based ToolsPayroll MappingData MappingAPI IntegrationMaster Data ManagementHCMPayrollPEOPartnershipsPartner ProgramsReferralsCo brandedWhite LabelingGo To Market StrategyBusiness DevelopmentEnterprise SalesChannel SalesConsultative SellingRevenue GrowthRevenue ForecastingExecutive LeadershipPractice LeadershipM&APost Merger Integration LeadershipContract NegotiationExecutive relationship managementProduct DevelopmentChange ManagementSix Sigma
SB
AVP, Portfolio Metrics & Change Management
Silverton Bank
Mar 2007 - May 2008 (1 year 2 months)
Built a paperless loan workflow; owned SLA tracking and portfolio metrics reporting; presented monthly to the board and the OCC.
HO
AVP, Change Management & Quality
HomeBanc
Jan 2002 - Dec 2006 (4 years 11 months)
Led a CRM revision that drove $54M in annualized sales volume. Drove process fixes that saved $612K a year, plus $427K.
HO
AVP, Corporate Sales Trainer
HomeBanc
Jan 1998 - Dec 2006 (8 years 11 months)
Led point-of-sale technology training for 400 sales associates.
Education
Degrees, certifications, and relevant coursework
Georgia Institute of Technology
ISO 9001, Quality Management
2009 - 2009
Completed ISO 9001 certification in 2009.
MoreSteam
Six Sigma Green Belt, Six Sigma
2005 - 2005
Completed Six Sigma Green Belt certification in 2005.
Presbyterian College
Bachelor of Arts, History and Biology
Earned a Bachelor of Arts degree with a double major in History and Biology.
Tech stack
Software and tools used professionally
Availability
Looking for a job
Location
United StatesAuthorized to work in
Salary expectations
175k-250k USD
Social media
Job categories
Skills
Tax Credits and IncentivesWork Opportunity Tax CreditR&D Tax CreditState And Local TaxFederal Taxeconomic developmentCredit RecoveryTax StrategyTax SoftwareAI Based Tax Credit CalculatorsPayroll and Census Data MappingAPI IntegrationMaster Data Management (MDM)HCMPayroll PartnershipStrategic PartnershipsChannel PartnershipsBusiness DevelopmentStrategic AlliancesChannel SalesPartner ProgramsPartner EnablementEnterprise SalesContract NegotiationExecutive relationship managementRevenue ForecastingM&AProduct DevelopmentSix SigmaGo To Market StrategyPayroll
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