Overview
A professional services firm is seeking an R&D Credit Services Manager to join their National Tax practice. This is a remote position, with occasional requirements to attend office locations for client work, team meetings, or training sessions. The R&D Credit Services team supports the firm’s National Tax practice and offers opportunities for regional leadership.
Responsibilities
- Serve as the primary point of contact and project manager for R&D credit studies and related activities.
- Ensure engagements comply with practice standards, are completed on time, and stay within budget.
- Conduct fieldwork and assist with client deliverables.
- Demonstrate expert time management and project management skills, including prioritization and stakeholder communication.
- Develop and execute work plans to identify and quantify research credit claims, including scope, fees, deliverables, and timing.
- Explain complex tax technical matters clearly to firm and client personnel.
- Assist team members with engagement delivery, including legal research and writing on technical issues.
- Lead engagement reviews, including technical review of calculations, work papers, and deliverables.
- Provide proactive project updates to manage stakeholder expectations.
- Suggest improvements for process efficiency and engagement management.
- Provide coaching, training, and professional development to staff regularly.
- Manage project budgets and engagement economics.
Requirements
- Minimum of 5 years of industry experience, including 1-2 years in a managerial role.
- Bachelor’s degree from an accredited college or university.
- Licensed CPA, J.D., or LL.M.
- Strong verbal and written communication skills, capable of articulating complex information via email, phone, and video.
- Detailed understanding of federal and state tax rules, regulations, and relevant court cases.
- Mastery of topics such as controlled groups, changes in ownership, funded research, utilization, Payroll Tax Credit, short periods, and entity conversions.
- Strong understanding of entity types and how credits flow to their point of utilization.
- Ability to work in a deadline-driven environment, managing multiple projects independently and with a team.
- Ability to build and maintain strong relationships with firm and client personnel at all levels.
- Willingness to study relevant tax materials related to R&D credit rules.
- Proficiency in Microsoft Word, Excel, Access, and internet research.
Compensation & Benefits
- Salary range in Illinois for this role is $110,000 to $170,000.
- Total rewards package includes discretionary performance bonuses, generous paid time off, expanded parental benefits, and access to learning and development platforms.
Location
- Remote position with potential occasional office visits as required.
Equal Opportunity
The employer is an equal opportunity organization committed to diversity, equity, and inclusion. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran status, or disability.
Additional Information
- The employer does not accept unsolicited resumes from third-party recruiters unless there is a prior written agreement.
- Accommodations are available for individuals with disabilities during the recruitment process upon request.