National Tax - R&D Manager

Overview

This position supports the R&D Credit Services Team within the National Tax practice. The role involves running and supporting key aspects of R&D credit engagements, including research of tax issues, fieldwork, review of technical work products, and contributions to engagement delivery.

This is a remote position. Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings.

Responsibilities

• Serve as the primary point of contact and project manager for R&D credit studies and related activities, ensuring engagements are completed in accordance with practice standards, on time, and within budget, including conducting fieldwork and supporting client deliverables.
• Demonstrate expert time management and prioritization, completing work on a timely basis and avoiding PTO or personal time during critical times of year.
• Demonstrate expert project management skills by keeping projects moving, updating stakeholders, and managing stakeholder expectations.
• Develop and assist in executing work plans designed to identify and quantify research credit claims (including scope, fees, deliverables, timing, and related items).
• 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.
• Suggest improvements for efficiency in process and engagement management.
• Provide coaching, training, and professional development of staff on a regular basis.
• Manage project budgets and engagement economics, along with 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.
• Strong 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 with a team and independently.
• Ability to build and maintain strong relationships with firm and client personnel, and to 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 using the internet.

Preferred Qualifications

• Experience becoming a regional leader within the R&D Credit Services team.

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. Professionals may be required to attend an office with scheduled notice for client work, team meetings, or trainings.
• Salary range provided for Illinois.