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

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

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)