R&D Tax Manager

Job Title: R&D Tax Credits Manager

Department: Specialty Tax Services

Position Type: Full-time

Position Overview

We are seeking a highly motivated and technically skilled tax professional to join our Specialty Tax Services team as an R&D Tax Manager. In this role, you will lead complex client engagements, delivering specialized tax solutions including federal and state Research & Development (R&D) tax credits, related incentives, and Section 174 capitalization and amortization analyses.

Key Responsibilities

Technical Execution & Advisory

• Lead Engagements: Manage federal/state R&D credit studies, specialty incentives, and Section 174 analyses from start to finish.
• Technical Research: Analyze and resolve advanced tax issues; author clear, IRS-defensible technical memoranda and audit-ready reports.
• Strategic Guidance: Translate complex technical findings into practical, actionable recommendations for client executives and finance leaders.

Client & Business Development

• Relationship Management: Serve as a trusted advisor, leading project presentations and managing communications with key stakeholders.
• Practice Growth: Support business development by identifying cross-selling opportunities, writing proposals, and participating in prospect meetings.

Team Leadership

• Mentorship & Review: Supervise, train, and mentor associates and senior associates.
• Quality Control: Review deliverables to ensure maximum quality, accuracy, and adherence to documentation standards while keeping projects on time and within budget.

Innovation & Insights

• Stay Current: Monitor evolving federal/state tax legislation, administrative guidance, and industry trends.
• Process Improvement: Identify and implement efficiencies to enhance project execution and data substantiation.

Qualifications & Competencies

Required

• Experience: 4+ years of specialized experience in federal and state R&D tax credits, Section 174, and related specialty tax consulting.
• Credentials: Active CPA and/or Bar license.
• Project Management: Proven ability to manage multiple priorities, meet deadlines, and review the work of junior team members.
• Communication: Exceptional written and verbal communication skills, with a proven ability to explain complex tax concepts to non-technical audiences.

Preferred

• Education: Bachelor’s degree in Accounting, Finance, Engineering, or a related quantitative field.
• Background: Experience in public accounting, specialty tax consulting, or a law firm environment.

Core Competencies

• Client-focused mindset with strong relationship-building skills.
• Self-starter with excellent organizational and leadership capabilities.
• Collaborative, adaptable, and passionate about coaching others in a fast-paced environment.