Senior Manager, R&D Tax

Description & Requirements

The Federal Tax Specialty brings a forward‑thinking approach to strategic tax advisory, offering tailored solutions that go far beyond compliance. With deep expertise in federal tax law, they deliver value‑driven planning, proactive risk management, and innovative strategies aligned with each client’s objectives. Their multidisciplinary approach empowers businesses to optimize tax positions, manage costs effectively, and capitalize on growth opportunities.

What You Will Do

• Manage R&D tax credit studies for a diverse client portfolio—including Fortune 500, middle‑market, owner‑managed, and start‑up companies—across industries such as Manufacturing, Life Sciences, Technology, Financial Services, Architecture & Engineering, Retail, Defense, and Government Contracting.
• Lead all phases of R&D credit engagements in collaboration with Partners, Managing Directors, and Senior Managers—including project scoping, engagement letter preparation, information gathering, client communications, staffing, execution, quality review, and final deliverables.
• Supervise and review work performed by staff, ensuring alignment with their experience and development goals.
• Conduct and oversee research on R&D tax credit statutes, regulations, and case law to support defensible credit positions.
• Lead technical discussions with client subject matter experts, analyze financial and technical data, and review supporting documentation to identify qualified research activities.
• Develop and review detailed technical memoranda and project activity descriptions to substantiate R&D credit claims.
• Support IRS and state audit defense efforts in coordination with senior leadership, including preparation of responses and supporting documentation.
• Review and finalize technical reports, quantitative analyses, and client deliverables to ensure accuracy and compliance.
• Build and maintain strong client relationships through direct interaction with C‑suite executives, tax and finance leaders, and business owners.
• Deliver exceptional client service by anticipating needs, resolving issues proactively, and exceeding expectations.
• Mentor, coach, and train staff on technical concepts and engagement execution, fostering professional growth and team development.
• Contribute to practice growth by supporting business development initiatives and aligning with the team’s strategic goals.

Minimum Qualifications

• Bachelor’s Degree in Accounting, Finance, Engineering, or a related field.
• 7+ years of experience in public accounting or corporate tax.
• Demonstrated proficiency in R&D Tax Credit Consulting.
• Current and valid CPA, EA, JD, or LLM credential.
• Proficient in Microsoft Office Suite.

Preferred Qualifications

• Master’s Degree in Accounting, Taxation, or a related field.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.