# Lee Edenfield

Lee Edenfield is a remote worker on Himalayas, Founder / Principal at IncentiveWise Solutions LLC, based in United States.

Source: https://himalayas.app/@leeedenfield

```text
Tax Credits & Incentives Executive | HCM, Payroll, PEO & CPA Channel Partnerships
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | United States |
| Authorized to work in | United States |
| Salary expectations | 175k-250k USD |
| Job categories | Tax Credits And Incentives Advisory, Head of Partnerships, Chief Growth Officer, VP Business Development |
| Skills | Tax Credits and Incentives, Work Opportunity Tax Credit, R&D Tax Credit, State And Local Tax, Federal Tax, economic development, Credit Recovery, Tax Strategy, Tax Software, AI Based Tax Credit Calculators, Payroll and Census Data Mapping, API Integration, Master Data Management (MDM), HCM, Payroll Partnership, Strategic Partnerships, Channel Partnerships, Business Development, Strategic Alliances, Channel Sales, Partner Programs, Partner Enablement, Enterprise Sales, Contract Negotiation, Executive relationship management, Revenue Forecasting, M&A, Product Development, Six Sigma, Go To Market Strategy, Payroll |
| LinkedIn | https://linkedin.com/in/ledenfield |

## What I'm looking for

```text
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+.
```

## About

```text
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

### Founder / Principal (current)

IncentiveWise Solutions LLC. Jan 2025 - Present

```text
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.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### President, Tax Credits & Incentives

Trak Services. Jul 2025 - Nov 2026

```text
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.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### President and Investing Partner

Ryze Credits. Jan 2025 - Jul 2025

```text
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.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### National Sales Manager

Synergi Partners. Jan 2022 - Jan 2025

```text
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.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### Director, State and Local Credits

Synergi Partners. Dec 2018 - Jan 2021

```text
Drove business development for state and local credits.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### Director, Business Incentives

Corporate Tax Incentives (CTI). Apr 2018 - Oct 2018

```text
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.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### Director of Business Insights

[ADP](https://himalayas.app/companies/adp). May 2016 - Apr 2018

```text
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.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### Sr. Manager, Business Development

[ADP](https://himalayas.app/companies/adp). Nov 2014 - May 2016

```text
Uncovered more than $25MM in unused tax credits for clients. Drove $4.2MM (32%) in revenue growth and renegotiated seven-figure, multi-year contracts.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### Tax Manager, Business Development

[ADP](https://himalayas.app/companies/adp). Oct 2011 - Nov 2014

```text
Uncovered more than $25MM in unused tax credits for clients. Drove $4.2MM (32%) in revenue growth and renegotiated seven-figure, multi-year contracts.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### Tax Manager

[ADP](https://himalayas.app/companies/adp). Aug 2008 - Oct 2011

```text
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.
```

Skills: Tax-Credits, Incentives, WOTC, R&D-Tax-Credit, State-And-Local-Tax, Federal-Tax, economic-development, Credit-Recovery, Tax-Software, AI-based-Tools, Payroll-Mapping, Data-Mapping, API-Integration, Master-Data-Management, HCM, Payroll, PEO, Partnerships, Partner-Programs, Referrals, Co-branded, White-Labeling, Go-To-Market-Strategy, Business-Development, Enterprise-Sales, Channel-Sales, Consultative-Selling, Revenue-Growth, Revenue-Forecasting, Executive-Leadership, Practice-Leadership, M&A, Post-Merger-Integration-Leadership, Contract-Negotiation, Executive-relationship-management, Product-Development, Change-Management, Six-Sigma

### AVP, Portfolio Metrics & Change Management

Silverton Bank. Mar 2007 - May 2008

```text
Built a paperless loan workflow; owned SLA tracking and portfolio metrics reporting; presented monthly to the board and the OCC.
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Skills: Change-Management, SLA-Tracking, Metrics, Reporting, Paperless-Workflow

### AVP, Change Management & Quality

HomeBanc. Jan 2002 - Dec 2006

```text
Led a CRM revision that drove $54M in annualized sales volume. Drove process fixes that saved $612K a year, plus $427K.
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Skills: Change-Management, Quality, CRM, Process-Improvement, Sales-Training

### AVP, Corporate Sales Trainer

HomeBanc. Jan 1998 - Dec 2006

```text
Led point-of-sale technology training for 400 sales associates.
```

Skills: Sales-Training, Point-of-Sale, Training

## Education

### Georgia Institute of Technology

ISO 9001, Quality Management. 2009 - 2009

```text
Completed ISO 9001 certification in 2009.
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### MoreSteam

Six Sigma Green Belt, Six Sigma. 2005 - 2005

```text
Completed Six Sigma Green Belt certification in 2005.
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### Presbyterian College

Bachelor of Arts, History and Biology

```text
Earned a Bachelor of Arts degree with a double major in History and Biology.
```

## Tech stack

- Claude

To contact Lee, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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