Director, Research & Development Tax Credit

Overview

An organization is seeking an experienced professional to serve as an R&D Tax Credit Director. This role focuses on consulting services related to identifying, quantifying, documenting, delivering, and defending research and development (R&D) tax credits. The director will lead R&D Tax Credit projects with a detail-oriented and highly organized approach, representing the organization to business executives and their CPAs. The position also involves marketing additional strategic tax services such as other tax credits, income tax deductions, sales tax refunds and exemptions, and fixed asset services.

This opportunity is open nationwide, with a preference for candidates located in or near Chicago, Illinois.

Responsibilities

• Identify and quantify R&D tax credit opportunities across various industries.
• Consult with CPAs, attorneys, and business executives regarding R&D tax credit opportunities.
• Prepare client presentations for proposals and strategic planning.
• Manage project work plans and scheduling to meet client expectations.
• Conduct interviews with client engineering and technical personnel.
• Review client documentation and supporting materials.
• Identify qualifying expenses under Section 174 and Section 41.
• Document technical requirements and information to substantiate Qualified Research Expenses (QREs).
• Utilize software and tools to organize and analyze large client data sets.
• Research relevant technical and industry-specific topics.
• Write technical reports and analyses.
• Ensure timely completion of analyses and adherence to project timelines.
• Maintain client satisfaction standards.

Requirements

• Minimum of 6 years of experience in the professional services industry, preferably within accounting or legal firms.
• Bachelor’s or Master’s degree in Engineering, Accounting, Law, Finance, Computer Science, or a related field.
• Proven ability to communicate effectively with C-suite executives and senior decision-makers.
• Experience using project management platforms to track progress and delivery.
• Proficiency in Microsoft PowerPoint, Excel, Word, and AI tools.
• Strong communication, analytical, and organizational skills.
• Willingness and ability to travel extensively based on client needs.
• High integrity and commitment to quality business practices, including confidentiality.
• Self-motivated with excellent interpersonal and relationship-building skills.

Compensation & Benefits

• Opportunities for growth with training and internal promotion paths.
• Encouragement to contribute ideas for improving company products and services.
• Regular interaction with senior management across diverse industries, enhancing business knowledge.
• Hybrid work arrangement supporting both remote work and in-person collaboration, promoting work-life balance.

Location

• Nationwide candidates considered; preference for those in or near Chicago, Illinois.