As the Tax Manager in our Methods, Credits & Incentives (MCI), Research & Development Tax Credit practice you’ll navigate R&D tax credit complexity and provide insightful, practical tax advice for your clients. You’ll collaborate with MCI leadership and supervise R&D projects, research tax issues, conduct fieldwork, and participate in sales and marketing efforts.
Requirements
- Assist with visiting the client location, touring client facilities, investigating relevant facts, analyzing accounting information, preparing cost lead schedules and cost summary schedules, completing appropriate tax computations, and preparing written reports summarizing the findings
- Manage various project tasks at the same time
- Support business development activities, such as identification, proposal development and other pursuit activities at clients
- Have a Bachelor’s degree in a related field
- Have a Master’s or Ph.D. in Economics, Statistics, Public Policy, Mathematics, Business, Finance, Financial Engineering, Management Science and Engineering, Financial Mathematics, Industrial Engineering or Operations Research
- Have six to ten years of experience in R&D tax credits
- Have a minimum of four years of experience in Accounting or Tax in public accounting or consulting
- Be a CPA or have a JD/active attorney's license
- Have prior project management experience
- Have a strong understanding of federal and some state R&D rules and relevant court cases
- Have an intermediate understanding of tax return mechanics
- Be familiar with and have experience with amending tax returns
- Be able to manage time, manage multiple engagements, support leadership initiatives, and meet deadlines
- Have excellent verbal and written communication skills
- Be able to work additional hours, as needed, and travel to various client sites
