National Tax - R&D Manager

Overview

A professional services firm is seeking an experienced 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.

Responsibilities

• Serve as the primary point of contact and project manager for R&D credit studies and related activities, ensuring engagements meet practice standards, deadlines, and budgets.
• Conduct fieldwork and assist with client deliverables.
• Demonstrate expert time management and project management skills, including prioritization, stakeholder communication, and expectation management.
• Develop and execute work plans to identify and quantify research credit claims, including defining 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 technical writing.
• Lead engagement reviews, including technical review of calculations, work papers, and deliverables.
• Provide proactive project updates to stakeholders.
• Suggest improvements for process efficiency and engagement management.
• Coach, train, and support professional development of 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 under deadlines, manage multiple projects independently and within a team.
• Ability to build and maintain strong relationships with firm and client personnel at all levels.
• Willingness to study and stay current on relevant tax materials related to R&D credit rules.
• Proficiency in Microsoft Word, Excel, Access, and internet research.

Preferred Qualifications

• Experience managing R&D credit engagements and leading teams.

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 occasional requirements to attend office locations as needed.

Equal Opportunity

The employer is committed to building a diverse, equitable, and inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, veteran status, or disability status.

Applicants with disabilities who require assistance during the recruitment process are encouraged to request accommodations.