[Hiring] R&D Tax Incentives Assistant Manager @Eide Bailly LLP

Role Description

We are seeking an experienced Assistant Manager to join our India team in delivering comprehensive R&D Tax Credit services to clients in the United States. This is primarily a reviewer and day-to-day engagement coordination role, requiring strong practical knowledge of Section 41 R&D tax credits, including the Section 41(d) four-part test and QRE identification.

• R&D Calculation Review and Technical Ownership: Serve as the primary offshore reviewer of R&D Tax Credit calculations and workpapers. Assess technical accuracy, compliance with established firm guidance, and support for qualification conclusions. Apply the four-part test to validate qualifying research activities and qualified research expenditures (QREs).
• Data Analysis: Review primary analyses supporting the credit including General Ledger (GL) analysis, Time Tracking (TT) analysis, and QRE mapping. Confirm that source data is accurately processed and allocations follow approved methodologies.
• Documentation: Review detailed documentation of research activities and expenditures to confirm that all eligible R&D expenses are properly captured and audit ready.
• Communication: Serve as a primary day-to-day contact between the offshore delivery team, the offshore manager, and onshore project teams.
• Quality Assurance: Review R&D Tax Credit deliverables, verifying accuracy, consistency, and completeness against prior-year workpapers and firm standards.
• Special Tax Projects: Support R&D-related special projects, process improvements, and other tax projects under the direction of the Manager or onshore leads.
• Team Leadership and Development: Mentor, coach, and train Associates and Senior Associates, building their technical R&D expertise and reviewer capabilities.
• Project Management and Leadership: Coordinate the offshore execution of multiple R&D Tax Credit engagements or assigned workstreams.
• Decision Making and Judgment: Exercise sound professional judgment on technical and engagement matters, including qualification determinations.
• Success Metrics and KPIs: Monitor and report engagement-level indicators such as review turnaround time and budget-to-actual hours.
• Strategic Insight: Maintain awareness of general business trends and issues and apply that knowledge to client issues and solutions.
• Reporting Line and Span of Control: Reports to the Manager, R&D Tax Incentives, and typically guides a team of 3-5 Associates and Senior Associates.
• Work Schedule: Maintains sufficient overlap hours with US onshore teams to support real-time collaboration.

Qualifications

• 6-8 years of experience with R&D tax credit work and related incentives required, including significant experience in a review capacity.
• Bachelor’s or Master’s degree in Accounting, Finance, Data Analytics, Business, or a related field required.
• CPA, EA, CA, or equivalent certification preferred.

Requirements

• Strong practical knowledge of Section 41 R&D tax credits, the four-part test, QRE identification, and related IRS regulations.
• Proven experience reviewing R&D tax credit calculations and workpapers, including GL analysis and TT/time-tracking analysis.
• Excellent written and verbal communication and interpersonal skills.
• Strong attention to detail and the ability to coordinate multiple engagements.
• Working knowledge of US tax regulations is strongly preferred.
• Proficiency in the overall Microsoft Office Suite, including Word and PowerPoint.
• Ideally a power user of Excel.