Pursue Purpose

R&D Tax Credits Manager

This role focuses on navigating the complexities of Research and Development (R&D) tax credits within the Methods, Credits & Incentives (MCI) practice. The Manager will provide strategic tax advice, supervise R&D projects, and collaborate with leadership to ensure high-quality deliverables while supporting business development initiatives. Locations:

Pittsburgh, PA

Philadelphia, PA

Key Responsibilities:

• Supervise and lead R&D tax credit projects from inception to completion.
• Conduct technical fieldwork, including visiting client locations and touring facilities to investigate relevant facts.
• Analyze accounting information and prepare cost lead/summary schedules.
• Perform complex tax computations and draft written reports summarizing findings and technical positions.
• Manage multiple engagements simultaneously, ensuring all projects are delivered on time and within budget.
• Research complex federal and state tax issues, specifically regarding R&D rules and relevant court cases.
• Support business development by identifying opportunities and assisting in the creation of client proposals.
• Oversee the preparation and amendment of federal and state tax returns.
• Maintain firm standards and provide mentorship and support to junior team members.

Technical

Skills:

• Tax Expertise:
  Deep understanding of federal and state R&D tax rules, regulations, and relevant case law.
• Accounting Proficiency:
  Intermediate understanding of tax return mechanics and experience with amending tax returns.
• Niche Knowledge:
  Specialized experience in R&D tax credits, Fixed Assets, or Tax Accounting Methods.
• Education:
  
  Bachelor's degree in a related field is required.
• Certification:
  Must possess an active CPA license or a Juris Doctor (JD) with an active attorney's license. (
  
  Note:
  
  Enrolled Agent (EA) status is not accepted for this role).

Functional & Experience

Skills:

• Industry
  
  Experience:
  
  6 to 10 years of experience specifically in R&D tax credits.
• Public Accounting:
  Minimum of 4 years of experience in Accounting or Tax within a public accounting or consulting firm.
• Project Management:
  Proven experience managing project life cycles, budgets, and deliverables.
• Vertical Exposure:
  Experience across industries such as Technology, Life Sciences, Manufacturing, Real Estate, Construction, or Hospitality.

Behavioral

Skills:

• Communication:
  Excellent verbal and written communication skills for technical reporting and client interaction.
• Time Management:
  Demonstrated ability to manage multiple priorities and meet strict deadlines in a fast-paced environment.
• Leadership:
  Ability to support leadership initiatives and foster a collaborative team environment.
• Adaptability:
  Willingness to work additional hours as needed and travel to various client sites.

Preferred Qualifications:

• Advanced degree (Masters or Ph.D.) in Economics, Statistics, Finance, Mathematics, Engineering, or Operations Research.