Corporate Tax Manager - Methods, Credits & Incentives (R&D)

Corporate Tax Manager - Methods, Credits & Incentives (R&D)
Hybrid minimum of 3 days in the office or minimum 3 days at the client
Boston, MA I Edison, NJ I Melville, NY I New York, NY 10017
We are seeking an experienced Corporate Tax Manager - Methods, Credits & Incentives (R&D) to join our growing R&D Tax Credit practice. This role focuses on navigating complex federal and state R&D tax regulations while delivering practical, value-driven tax solutions to clients across multiple industries.
The ideal candidate will lead R&D tax credit engagements, manage multiple projects, supervise teams, and collaborate with leadership on client development initiatives. This is a hybrid role requiring a minimum of three days in-office or at client sites.
Key Responsibilities

• Lead and manage R&D tax credit engagements from planning through delivery
• Conduct client site visits, tour facilities, and gather technical and financial data
• Investigate relevant facts and analyze accounting information
• Prepare cost lead schedules, cost summary schedules, and tax computations
• Draft detailed technical reports summarizing findings
• Review and amend tax returns as required
• Ensure projects are completed on time, within budget, and in accordance with firm standards
• Manage multiple concurrent engagements effectively
• Supervise and mentor team members
• Support leadership initiatives and participate in business development activities
• Assist with proposals, client pursuits, and practice growth efforts
• Travel to client locations as needed

Must-Have Qualifications

• Active CPA license OR JD with active attorney's license (Required)
• Six (6) to Ten (10) years of experience in R&D tax credits
  • Open to candidates with Fixed Asset or Tax Accounting Methods experience
• Minimum four (4) years of experience in Accounting or Tax within public accounting or consulting
• Prior project management experience
• Strong understanding of federal and select state R&D tax rules and relevant court cases
• Intermediate understanding of tax return mechanics
• Experience amending tax returns
• Demonstrated ability to:
  • Manage time effectively
  • Handle multiple engagements
  • Meet strict deadlines
  • Support leadership initiatives
• Excellent verbal and written communication skills
• Willingness and ability to travel
• Ability to work additional hours as needed

Preferred Qualifications

• Master's or Ph.D. in:
  • Economics
  • Statistics
  • Public Policy
  • Mathematics
  • Business
  • Finance
  • Financial Engineering
  • Management Science & Engineering
  • Financial Mathematics
  • Industrial Engineering
  • Operations Research

Industry Experience (Preferred but Not Required)
Candidates may come from experience serving clients in:

• Technology
• Life Sciences
• Manufacturing
• Real Estate
• Construction
• Not-for-Profit
• Hospitality / Restaurants
• Other complex industry sectors

Education Requirements

• Bachelor's degree in a related field (Required)
• Advanced degree (Master's or Ph.D.) in relevant quantitative or business discipline (Preferred)

Screening Questions:


Full Name:
Bachelor's Degree (Major, University, Completion Year):
Master's or Ph.D. (Major, University, Completion Year - if applicable):
Active CPA License OR JD with Active Attorney License? (Yes/No - Provide State & License Status):
Total years of experience in R&D Tax Credits:
Total years of experience in Accounting or Tax (Public Accounting/Consulting):
Do you have experience with Fixed Assets or Tax Accounting Methods? (Explain briefly):
Experience managing R&D tax credit engagements end-to-end? (Yes/No - Details):
Prior Project Management experience? (Yes/No - Describe size of engagements handled):
Experience amending tax returns? (Yes/No - Specify types of returns):
Understanding of federal and state R&D tax rules and relevant court cases? (Explain briefly):
Experience with tax return mechanics and cost computation schedules? (Yes/No - Details):
Experience conducting client site visits / facility tours as part of R&D studies? (Yes/No):
Industries served (Technology, Life Sciences, Manufacturing, Real Estate, Construction, NFP, Hospitality, etc.):
Are you comfortable managing multiple engagements simultaneously and meeting strict deadlines? (Yes/No):
Please indicate the percentage of time the candidate is willing to travel.
Are you open to minimal travel - up to 10%?
Do you have project management experience?
What is your experience with analyzing accounting information, preparing cost lead schedules and cost summary schedules, completing appropriate tax computations, and preparing written reports summarizing the findings?
Is the candidate currently subject to any non-compete or non-solicitation agreement with a current or former employer?
Contact Number:
E mail Id:
LinkedIn Id:
Full Address (Street, City, States, Zip Code Required)
Notice period: (in weeks):
Current work authorization status:
Expected Salary?
Are you ready to relocate on your own expenses and work at Boston, MA I Edison, NJ I Melville, NY I New York, NY 10017 / Commute?
Are you able to work hybrid (minimum 3 days onsite or at client location)? (Yes/No):