National Tax - R&D Manager

Overview

This role supports the R&D Credit Services Team within the firm’s National Tax practice. The position involves running key aspects of Research & Development (R&D) credit engagements, including tax research, fieldwork, technical review, and contributions to sales and marketing efforts.

The employer is a hybrid firm. This position is considered remote, meaning job duties do not require performance within proximity of an office location. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Serve as primary point of contact and project manager for R&D credit studies and related activities, ensuring engagements are conducted in accordance with practice standards, completed on time, and within budget (including conducting fieldwork and assisting with client deliverables)
• Demonstrate expert time management and prioritization, completing work timely and avoiding PTO/personal time during critical times of year
• Demonstrate expert project management by keeping projects moving, updating stakeholders, and managing stakeholder expectations
• Develop and assist in executing work plans 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 as needed, including legal research and writing regarding technical issues
• Provide and lead overall engagement review, including technical review of calculations, work papers, and deliverables
• Provide proactive project updates to stakeholders to manage expectations
• Suggest efficiency improvements in process and engagement management
• Provide coaching, training, and ongoing professional development of staff
• Manage project budgets and engagement economics; perform other job-related duties as necessary

Requirements

• 5+ years’ industry experience required, with 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 communications 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 handle multiple projects simultaneously, both with a team and independently
• 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 using Microsoft Word, Excel, and Access, and use of the internet

Preferred Qualifications

• Not specified

Compensation & Benefits

• In Illinois, the salary range for a National Tax Manager is $120,000 to $170,000.
• Total rewards include a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to learning and development platforms.

Location

• Remote (no requirement to perform job duties within proximity of an office location).
• In-person presence may be required with scheduled notice for client work, team meetings, or trainings.
• Illinois salary range applies.