Tax Manager, Methods, Credits & Incentives (Mci), Research & Development Tax Credit

Overview

• Lead R&D tax credit projects, providing expert tax advice and navigating complex regulations.
• Collaborate with leadership to ensure projects meet firm standards and deadlines.
• Conduct fieldwork, research tax issues, and prepare comprehensive reports.
• Support business development activities, including client proposals and pursuit strategies.
• Work in a hybrid environment with opportunities for professional growth.
• Engage with clients across diverse industries, including technology, manufacturing, and hospitality.
• Utilize advanced analytical skills to optimize tax strategies and compliance.
• Participate in leadership initiatives and contribute to team success.

Key Responsibilities & Duties

• Visit client locations to gather data, analyze accounting information, and prepare tax computations.
• Manage multiple project tasks, ensuring deliverables are completed on time and within budget.
• Supervise R&D projects, ensuring compliance with federal and state regulations.
• Develop and present proposals for new business opportunities.
• Amend tax returns and ensure accurate documentation of findings.
• Provide mentorship and guidance to junior team members.
• Collaborate with cross-functional teams to enhance project outcomes.
• Stay updated on tax laws and court cases relevant to R&D credits.

Job Requirements

• Bachelor’s degree in a related field; advanced degrees preferred.
• 6-10 years of experience in R&D tax credits or related areas.
• CPA or JD/active attorney's license required.
• Strong understanding of federal and state R&D rules and tax return mechanics.
• Proven project management experience with ability to manage multiple engagements.
• Excellent verbal and written communication skills.
• Ability to travel to client sites and work additional hours as needed.
• Experience in industries such as technology, manufacturing, and hospitality is a plus.