R&D Credit - Tax Manager

• Prepare and review R&D tax credit calculations
• Analyze data received from clients and prepare and review surveys to be used in the Research & Development (R&D) Tax Credit Study
• Draft reporting deliverables based on information gathered during the interview process and technical documents provided by clients
• Understand the Internal Revenue Tax code and the technical aspects of tax preparation and compliance
• Conduct tax research, identify complex tax issues, give recommendations to team members, as it relates specifically to the R&D Tax Credit
• Keep up-to-date on current R&D credit practices and tax law
• Manage, organize, and analyze project information including job costing, time sheet data, ledger information, and expense detail
• Prepare and review calculation templates based on client data input including wage information, employee information, contracted research expenses, and supply expenditures
• Assist with responding to IRS information requests and writing technical memoranda

Basic Qualifications:

• Minimum of 9+ years of experience in public accounting or a combination of public accounting and industry/law with EA/CPA/CA professional certfication required.
• Bachelors degree in Accounting or Tax required.
• Prior experience working with Big 4 or other large firms
• Advanced skills in Microsoft Excel
• Prior experience working with R&D Credit automation software
• Strong technical knowledge of Internal Revenue Code Section 41 and Section 174
• Direct experience working with IRS examinations
• Experience in working with Alteryx or Microsoft Power BI

Some Key Notes:

• The R&D Tax Credit Manager works the R&D Tax Credit Practice on active R&D Studies in all four phases of the Study.
• These processes include quantification of credit amounts, qualification of projects through participation in client interviews, and substantiation through technical drafting and deliverables.
• An R&D Tax Credit Manager acts as a strategic consultant by providing feedback to clients and the R&D Tax Credit Service line members.