Manager​/Director – R&D Tax Credits

• Manage research and development (R&D) tax credit studies, including client interviews, client data review, development of client- and industry-specific tools and templates, and preparation of technical reports
• Assist R&D Project Managers with engagement delivery, including research and writing on technical and compliance issues
• Manage and implement multiple projects simultaneously
• Conduct client consultations, analysis, and data gathering
• Coordinate Federal Tax Strategies R&D tax personnel and client resources
• Network and build strong internal and external relationships with clients and the community

• Bachelor's Degree in Accounting, Finance, or a related field
• Minimum 6 years of experience serving in a tax role with a public accounting and/or professional services firm
• CPA required
• JD or Enrolled Agent (EA) may be accepted in lieu of CPA certification
• Experience in R&D Tax Credits preferred

Demonstrates expertise in managing R&D tax credit studies, including client consultations, data analysis, and technical report preparation. Proven ability to coordinate tax strategies and build strong relationships with clients and stakeholders.

• R&D Tax Credit Management
• Client Consultation
• Project Management
• CPA Certification
• Tax Compliance Expertise

• Data Analysis
• Technical Report Preparation
• Client Data Review
• Development of Tools and Templates
• Research on Compliance Issues

• Relationship Building
• Networking
• Communication

• CPA
• JD
• Enrolled Agent (EA)

• Public Accounting
• Professional Services
• R&D Tax Credits
• Federal Tax Strategies