Attorney in Palm Beach Gardens, FL

In-House

Palm Beach Gardens, FL

Attorney in Palm Beach Gardens, FL

Non-practicing Attorney

Min 6 yrs required

No

Title: Research & Development (R&D) Tax Credits Manager

Department: Tax - Research and Development Tax Credits

Supervises: Staff

Role Type: Full-time

Location: New York, NY, Uniondale, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid), or Remote

ABOUT THE COMPANY:

Company is a New York City-based Certified Public Accounting and Consulting firm with a presence in Long Island and Florida. It provides expert services to companies across a diverse range of industries, offering a full range of integrated accounting, consulting, and business management services from tax planning and audits to detailed analysis of acquisitions and financial restructuring. The company is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

The company is seeking a highly motivated and detail-oriented R&D Tax Credits Manager to join the team. The ideal candidate will lead client engagements by identifying and maximizing research and development (R&D) tax incentives through the analysis of business activities, preparation of technical documentation, and ensuring compliance with tax regulations. This role is an excellent opportunity for individuals with a strong background in finance, tax, accounting, or engineering who enjoy working with innovative companies.

RESPONSIBILITIES:

- Identify eligible R&D activities and assess qualifying expenditures for tax credit claims.
- Conduct technical interviews with clients to gather information on R&D projects.
- Demonstrate proven knowledge of R&D tax incentives and/or experience with Orphan Drug, CHIPS, or Renewable Energy tax credits.
- Exhibit strong organizational and time management skills, with a demonstrated ability to work independently and manage multiple, competing priorities.
- Demonstrate analytical and research skills, as well as effective verbal and written communication skills.
- Exhibit proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities.
- Demonstrate the ability to collaborate and proactively develop internal and external working relationships.
- Analyze financial data, project records, and technical documents to substantiate claims.
- Prepare and review detailed R&D tax credit reports and supporting documentation.
- Ensure compliance with IRS and state-specific tax regulations.
- Work closely with clients, tax advisors, and finance teams to optimize tax positions.
- Assist in defending R&D tax credit claims in audits or inquiries from tax authorities.
- Provide training and guidance to clients and team members on R&D tax credit eligibility and best practices.
- Manage multiple client engagements while maintaining strong client relationships.
- Ability to travel up to 15%, on average, based on the work and the clients and industries/sectors served.

QUALIFICATIONS:

Education:

- Bachelor's degree in accounting, finance, engineering, science, or technology.
- License: CPA, JD, or EA.

Experience:

- 6+ years of experience in R&D tax credit consulting.
- Advanced degree such as MST or LLM.
- Experience with tax technical research (., CCH, Hein, Lexis, RIA, etc.).
- Experience with Federal or State and Local credits and incentives.
- Experience with sustainability technologies, environmental sciences, or the energy sector.

Compensation:

- Competitive annual salary in the range of $140,000 to $180,000, based on the individual’s experience level.

ATTRIBUTES:

- Accountability: Follows through on commitments, does what is promised, even requiring some personal sacrifice.
- Communicates Effectively: Delivers messages clearly and concisely, listens attentively.
- Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
- Nimble Learner: Learns quickly when facing new situations, willingly takes on unfamiliar tasks.
- Technical Proficiency: Deals with technical issues comfortably and completes work at a high proficiency level.
- Technologically Proficient: Ability to apply technology solutions to work.
- Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
- Action Oriented: Proactively seeks out new and challenging work.
- Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Company is an equal opportunity employer and agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. The company is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.