Manager, R&D - Specialized Tax & Group

Position: Manager, R&D - Specialized Tax & Incentives Group
Boos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a highly skilled and experienced R&D Manger to join our STS team. This role is open to candidates located in Fresno or Long Beach, CA office.

We are seeking a highly skilled and motivated R&D Manger to lead engagements related to Research & Development (R&D) Tax Credits studies. This role is responsible for leading client engagements, managing project teams, providing technical expertise, and supporting business development initiatives. The Manager will work closely with clients across industries to optimize their tax positions while ensuring compliance with federal and state regulations.

What you will do:

R&D Tax Credit:

• Lead and execute R&D tax credit projects, including identifying qualified activities, gathering and analyzing documentation, calculating qualified expenditures, and preparing technical narratives.
• Confirms accuracy of facts and sources where appropriate
• Oversee the preparation of technical reports and supporting documentation for tax credit claims.
• Composes effective research memos in support of projects / transactions
• Develop effective presentations for marketing and sales opportunities
• Monitor legislative and regulatory changes impacting R&D tax credit and advise clients on opportunities and risks.
• Ensures clients comply with applicable authorities
• Identifies options for minimizing client tax and reporting burdens
• Identifies "gray areas" and recognizes and communicates to partners related risks
• Completes accurately appropriate work papers and tax returns forms
• Ensures firm risk management and tax quality control standards and protocols are met
• Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
• Develops an in-depth understanding of the technical and practical issues and opportunities
• Develops, recommends, and implements solutions to provide clients maximum tax benefits
• Stays informed of new legal and factual developments affecting clients' tax positions and identifies and communicates to partners effective approaches to optimize these positions
• Identifies and assists in maximizing all potential tax benefits
• Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting benefits on exam and at appeals

Research

• Identifies all situations where research is necessary and conducts appropriate investigation on identified topics
• Confirms accuracy of facts and sources where appropriate
• Prepares studies of tax implications and outlines alternative courses of action to clients
• Composes effective research memos in support of projects / transactions
• Develops effective presentations for marketing and sales opportunities

Business Development:

• Support business development initiatives by identifying opportunities for additional STS services within existing client relationships.
• Assist with proposal development, presentations, and participating in client pursuits.
• Build and maintain strong professional relationships internally across service lines and externally with clients.

Supervisory Responsibilities:

• Effectively supervises and reviews the day-to-day work of STS Associates and Associates on assigned engagements
• Ensures STS Senior Associates, Associates, and Interns are well trained in all required areas
• Effectively evaluates the performance of STS Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development
• Delivers periodic performance feedback and completes constructive performance evaluations for STS Senior Associates, Associates, and Interns
• Acts as Career Advisor to STS Senior Associates and Associates

Qualifications, Knowledge,

Skills and Abilities

:

Education:

• Bachelor's degree, required
• Degree in accounting, tax, or finance, preferred
• Masters degree, preferred
• Juris Doctorate (J.D.), preferred

Experience:

• Five (5) or more years of prior experience, required
• Prior experience supervising tax consulting…