Overview
The organization is seeking an R&D Credit Services – Manager to join its National Tax practice. This is a remote position, but the role may require occasional in-office presence with scheduled notice for client work, team meetings, or trainings.
This position supports the R&D Credit Services Team within the National Tax practice. The team is growing, with opportunities for members to become regional leaders.
Responsibilities
- Serve as the primary point of contact and project manager for R&D credit studies and related activities to ensure engagements are conducted in accordance with practice standards, completed on time, and within budget, including conducting fieldwork and supporting client deliverables
- Demonstrate expert time management and prioritization skills, complete work in a timely manner, and avoid using PTO/personal time during critical times of year
- Demonstrate expert project management skills, keep projects progressing, update stakeholders, and manage and communicate stakeholder expectations
- Develop and assist in executing work plans designed to identify and quantify research credit claims (including scope, fees, deliverables, timing, etc.)
- Explain complex tax technical matters in simple terms to firm and client personnel
- Assist other team members with engagement delivery as needed, including legal research and writing regarding technical issues
- Lead overall engagement review, including technical review of calculations, work papers, and deliverables
- Provide proactive project updates to stakeholders to manage expectations
- Provide suggestions for efficiency improvements in process and engagement management
- Provide coaching, training, and professional development of staff on a regular basis
- Manage project budgets and engagement economics, and perform other job-related duties as necessary
Requirements
- 5+ years of industry experience required, including 1–2 years in a managerial capacity
- Bachelor’s degree from an accredited college/university
- Licensed CPA, J.D./LL.M.
- Solid verbal and written communication skills, including the ability to evaluate and articulate complex information via email, phone, and video
- Detailed understanding of federal and state rules, regulations, and relevant court cases
- Mastery of topics including controlled groups, changes in ownership, funded research, utilization, Payroll Tax Credit, short periods, and entity conversions
- Strong understanding of entity types and how the credit flows to its point of utilization
- Ability to work in a deadline-driven environment and manage multiple projects simultaneously (independently and with a team)
- Ability to build and maintain strong relationships with firm and client personnel and interact effectively with professionals at all levels
- Ability to read and study relevant tax material related to R&D credit rules
- Proficiency in Microsoft Word, Excel, and Access, and use of the internet
Compensation & Benefits
- Illinois salary range (National Tax Manager): $120,000 to $170,000
- Salary is one component of the total rewards package, including:
- Discretionary performance bonus
- Generous paid time off
- Expanded, inclusive parental benefits
- Access to learning and development platforms
- Paid time off for employees to volunteer
Location
- Remote position
- May require scheduled in-office presence for client work, team meetings, or trainings with notice.
Equal Opportunity
The employer is an equal opportunity employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status, and will not be discriminated against based on disability.