R&D Credit - Tax Manager

Job Description

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.