Tax Consulting Manager

Overview

A well-established tax, accounting, assurance, and advisory firm with over 40 years of experience is seeking a Tax Consulting Manager to join their Tax business. The firm serves clients in San Antonio and across the United States and is recognized as a top workplace. This role offers the opportunity to work in a collaborative environment that embraces technology and innovation.

Responsibilities

• Lead the full lifecycle of R&D tax credit studies, including scoping, technical interviews, project management, and client communication.
• Prepare and review technical analyses and documentation to ensure compliance with IRS substantiation standards; support audit defense and controversy matters.
• Support and expand cost segregation engagements, including site visit coordination, proposal development, scoping, and pricing.
• Provide technical consulting in specialty areas such as UNICAP calculations, accounting method changes, credit methodology design, and partnership and corporate advisory.
• Serve as a firm-wide technical resource by responding to ad-hoc questions and developing internal guidance, templates, and best practices for the Tax Advisory practice.
• Support retainer-based advisory relationships with CPA firm partners and key clients.
• Train, mentor, and supervise staff to build internal expertise in R&D, cost segregation, and specialty tax advisory services.
• Develop and document standardized processes to improve efficiency and consistency across engagements.
• Participate in business development activities including continuing professional education (CPE) presentations, networking events, and thought leadership.

Requirements

• Minimum of 5 years of tax experience with significant exposure to R&D tax credits and/or specialty tax advisory.
• CPA certification required.
• Bachelor's degree in accounting.
• Supervisory experience with the ability to lead junior staff on engagements.
• Strong technical knowledge of R&D tax credits and/or specialty tax advisory areas.
• Excellent technical writing skills with the ability to prepare documentation suitable for IRS review.
• Proven ability to manage multiple engagements simultaneously and meet deadlines.
• Strong verbal and written communication skills; able to collaborate effectively with clients, partners, and staff at all levels.
• Detail-oriented, organized, and capable of delegating and managing workflow efficiently.
• Prior experience at a public accounting firm or specialty tax boutique preferred.
• Hands-on experience with cost segregation studies preferred.
• Familiarity with IRS audit procedures and exam-level R&D credit defense preferred.
• Experience with partnership taxation, M&A tax, or accounting method changes preferred.
• US work authorization required.

Compensation & Benefits

• Medical, dental, and vision insurance.
• Hybrid work opportunities or 100% remote work depending on location.
• Generous paid time off (PTO) package.
• 401(k) matching.
• Company-sponsored activities and events.
• Career growth and development opportunities.

Location

San Antonio, TX, with remote work options depending on candidate location.