Incentives Tax Manager (R&D Focus)

Overview

This role involves leading R&D tax credit engagements from start to finish within a Professional Services team. The Incentives Tax Manager will oversee a portfolio of clients, utilize a technology platform designed for R&D Tax Credit documentation, and deliver high-quality, audit-ready technical support. Beyond Section 41 R&D tax credits, the role includes supporting or leading related incentive engagements such as 179D, 45L, IC-DISC, Section 174 capitalization/amortization, and cost segregation/fixed asset depreciation to help clients maximize total tax benefits with consistent and defensible documentation.

Responsibilities

Primary Focus: R&D Tax Credits

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

Additional Incentives and Depreciation

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

Requirements

• Bachelor’s degree in Accounting, Economics, Finance, Engineering, or a related field; CPA or JD credentials are a plus.
• Minimum of 4 years of hands-on R&D Tax Credit experience involving client interaction and engagement management; audit experience is advantageous.
• Strong analytical, research, organizational, and project management skills with the ability to manage multiple projects under deadlines.
• Excellent written and verbal communication skills, capable of translating technical concepts for client stakeholders.
• Demonstrated leadership experience in training, supervising, and reviewing work for quality.
• Preferred experience with 179D, 45L, IC-DISC, Section 174 amortization, and/or cost segregation and fixed assets depreciation.

Compensation & Benefits (U.S. Based Positions)

• Collaborative team environment with career development opportunities.
• Recognition programs and skill-building initiatives to support career growth.
• Generous vacation policy including paid parental leave.
• Comprehensive health insurance plans with FSA and HSA options.
• 401(k) retirement plan.
• Life and disability insurance coverage.
• Supplemental benefits such as dependent care savings plan, pet insurance, will preparation services, and an employee assistance program.

Location

This position is based in the United States.