National Tax - R&D Manager

Overview

This role supports the R&D Credit Services Team within the National Tax practice. The R&D Credit Services team is a growing national group with opportunities for team members to develop into regional leadership.

The position is considered remote. While duties do not require working within proximity of an office location, remote employees may be asked to be present at a designated 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 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 skills, including proper prioritization of projects, timely work completion, and avoiding use of PTO/personal time during critical periods
• Demonstrate expert project management skills, including keeping projects moving forward, updating stakeholders, and managing stakeholder expectations
• Develop and assist in execution of 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 delivery of engagements as needed, including legal research and writing on 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 professional development for staff on a regular basis
• Manage project budgets, engagement economics, and 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, both independently and with a team
• Ability to build and maintain strong relationships with firm and client personnel and successfully interact with professionals at all levels
• Ability to read and study relevant tax material related to R&D credit rules
• Proficiency with Microsoft Word, Excel, and Access, and use of the internet

Compensation & Benefits

• In Illinois, the salary range for a National Tax Manager is $120,000 to $170,000.
• Salary is one component of the total rewards package, which includes:
  • Discretionary performance bonus
  • Generous paid time off
  • Expanded and inclusive parental benefits
  • Access to learning and development platforms

Location

• Remote (no requirement to perform duties within proximity of an office location)
• In Illinois: salary range applies to this role as listed above
• Remote employees may be required to be present at an office with scheduled notice for client work, team meetings, or trainings

Equal Opportunity

The employer is an equal opportunity employer committed to a diverse and inclusive team. All qualified applicants will be considered 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.