Role Description
We currently have an exciting career opportunity for an R&D Credit Services β Manager to join our National Tax practice.
This position will support the R&D Credit Services Team, which in turn supports the firmβs National Tax practice. R&D Credit Services is a growing national team with opportunities for its members to become regional leaders.
The R&D Credit Manager is responsible for supporting and running key aspects of R&D engagements; researches tax issues, conducts fieldwork, reviews technical work products, and contributes to sales and marketing efforts.
Your Role
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Primary point of contact and project manager for R&D credit studies and related activities to ensure all engagements are conducted in accordance to practice standards, completed on time, and within budget including conducting fieldwork to assisting with client deliverables.
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Consistently demonstrate expert time management skills, proper prioritization of projects, personal time, completing work in a timely manner, and avoiding PTO and personal time during critical times of year.
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Consistently demonstrate expert project management skills, keeping projects progressing, updating stakeholders, and a clear understanding of and managing stakeholder expectations.
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Develop and assist in the execution of work plans designed to identify and quantify research credit claims, including scope, fees, deliverables, timing, etc.
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Explain in simple terms complex tax technical matters to firm and client personnel.
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Assist other team members with the delivery of engagements as needed, including legal research and writing regarding technical issues.
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Provide and lead overall engagement review, technical review of calculations, work papers, and deliverables.
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Provide proactive project updates to stakeholders to manage expectations.
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Provide suggestions for efficiency improvement in process and engagement management, and other aspects of the practice.
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Provide coaching, training, and professional development of staff on a regular basis.
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Manage project budgets, engagement economics, and perform other job-related duties as necessary.
Qualifications
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5 + yearsβ industry experience required, with 1-2 years in a managerial capacity.
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Bachelorβs degree from an accredited college/university.
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Licensed CPA, J.D./LL.M.
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Solid verbal and written communications skills with the ability to evaluate and articulate complex information via email, phone, and video.
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Managers are expected to have a detailed understanding of federal and state rules, regulations, and relevant court cases.
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Mastery of topics include controlled groups, changes in ownership, funded research, utilization, Payroll Tax Credit, short periods, entity conversions.
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Strong understanding of entity types and the impact of how the credit flows to its point of utilization.
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Ability to work in a deadline-driven environment and handle multiple projects simultaneously with a team and independently.
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Capacity to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels.
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Candidate will be required to read and study relevant tax material related to R&D credit rules.
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Proficient in the use of Microsoft Word, Excel, and Access and use of the internet.
Benefits
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Generous PTO.
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Flexible work environment.
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Expanded parental leave.
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Extensive learning & development.
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Paid time off for employees to volunteer.