[Hiring] Incentives Tax Manager @Exactera

Role Description

As an Incentives Tax Manager on our Professional Services team, you will lead R&D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&D Tax Credit documentation, and delivering high-quality, audit-ready technical support.

In addition to your core Section 41 R&D focus, you’ll also support and/or lead complementary incentive engagements where client needs overlap:

• 179D
• 45L
• IC-DISC
• Section 174 capitalization/amortization
• Cost segregation / fixed asset depreciation

Help clients maximize total tax benefit while keeping documentation consistent, defensible, and scalable.

Day-to-Day Responsibilities (Primary Emphasis: R&D)

• Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams.
• Lead and participate in client interviews to identify qualifying activities and expenses.
• Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
• Collect, format, and analyze large datasets to build complex calculation models and support credit positions.
• Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness.
• Mentor, train, and supervise junior team members; ensure consistent quality and best practices.

Additional Incentives / Depreciation Responsibilities

• Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables).
• Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables.
• Assist clients with Section 174 capitalization/amortization modeling and documentation support.
• Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support).

Qualifications

• Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus.
• 4+ years of hands-on R&D Tax Credit experience with client interaction and engagement management (audit experience is a plus).
• Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment.
• Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders.
• Demonstrated people leadership: training, supervising, and reviewing work for quality.
• Bonus: practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets & depreciation.

Benefits

• A collaborative team culture with opportunities for career development.
• Ample opportunities to be recognized, build valuable skills, and grow your career.
• Generous vacation policy, including paid parental leave.
• Comprehensive health plans with FSA and HSA options.
• 401(k) retirement plan.
• Life and disability insurance coverage.
• Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.

Company Description

At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.