R&D Tax Credit Manager

Manager

Remote

August 24, 2026

Application ends: November 21, 2026

Job Description

REQUIREMENTS

Active CPA license in good standing.
Bachelor’s degree in Accounting, Finance, Taxation, or related field.
Minimum 5 years of public accounting, tax consulting, or related experience.
Strong understanding of federal income taxation.
Strong understanding of Internal Revenue Code Section 41 and related Treasury Regulations, or a demonstrated ability to quickly develop expertise in this area.
Excellent written and verbal communication skills.
Ability to conduct client interviews and gather technical information from non-tax professionals.
Strong analytical and problem-solving skills.
Proficiency with Microsoft Excel and other business software applications.
Ability to work independently in a remote environment.
Strong organizational and project management abilities.
Ability to manage multiple client engagements simultaneously.

PREFERRED

Prior experience preparing or reviewing R&D tax credit studies.
Experience with federal and state tax credits and incentives.
Experience supporting IRS or state tax examinations.
Experience preparing technical memorandums and tax research documentation.
Experience supervising staff and reviewing work product.
Knowledge of software development methodologies, manufacturing processes, engineering design, or construction operations.
Master’s degree in Taxation, Accounting, Engineering, or related discipline.

RESPONSIBILITES

Lead and manage R&D tax credit studies for clients in a variety of industries.
Conduct interviews with business owners, engineers, software developers, project managers, operations personnel, and other key employees.
Analyze business activities to determine whether projects satisfy the requirements of Internal Revenue Code Section 41 and related regulations.
Identify and document qualified research activities, qualified research expenses, and qualifying employee activities.
Review payroll records, general ledgers, financial statements, project accounting records, contracts, invoices, and other supporting documentation.
Calculate federal and state R&D tax credits using various methodologies.
Prepare technical memorandums, supporting schedules, narratives, and final client reports.
Assist with payroll tax credit elections for eligible small businesses.
Assist clients and tax professionals with implementation of credit calculations on tax returns.
Respond to client questions regarding R&D tax credit eligibility and documentation requirements.
Research federal and state tax law developments affecting R&D tax credits and related incentives.
Assist with IRS and state audit responses when credits are examined.
Review and evaluate engagement risk and documentation sufficiency.
Manage multiple projects simultaneously while maintaining deadlines and quality standards.
Coordinate with firm leadership regarding engagement strategy, technical positions, and client deliverables.
Participate in process improvement initiatives to enhance engagement efficiency and consistency.