Job Title: Manager or Senior Manager, Research and Development Tax Credits
Job Responsibilities:
- Conduct research and development (R&D) tax credit consulting and project management.
- Manage R&D tax credit studies and related activities.
- Develop and sustain excellent client relationships during the delivery of R&D tax credit services.
- Provide R&D tax credit quality assurance, engagement reviewer, and exam support.
- Perform engagement management activities including billing analysis, invoicing, and engagement setup.
- Draft opinion letters, responses to IRS inquiries, IRS ruling requests, and other technical memoranda.
Additional Responsibilities for Senior Manager:
- Engage actively in new business development, including add-on business.
- Assist other R&D Project Managers with the delivery of engagements as needed, including research and writing regarding technical issues.
Education and Experience Information:
- Minimum of five years of recent experience conducting and managing R&D tax credit consulting projects in a large accounting firm, corporation, or law firm.
- Bachelor's degree from an accredited college/university.
- Licensed CPA, JD/LLM, or completion of an advanced degree or professional certification/designation such as MBA, MCM, PHDE, PHE, ME, MSRE, AIA, Enrolled Agent, LEED Certification, PE, or SIX SGMA Certification. Candidates have one year from their date of hire to obtain at least one of the approved designations/credentials if not already possessed.
- Solid verbal and written communication skills with the ability to evaluate and articulate complex information.
- Proficient in the use of Microsoft Word, Excel, and Access, and the use of the internet.
- Experience managing multiple client engagements and client service teams.
- Technical skills and experience with research and development deduction and credit Internal Revenue Code sections (including, but not limited to, sections 174 & 41), corresponding regulations, and relevant judicial and administrative authority.
Additional Qualifications for Senior Manager:
- Minimum of eight years of experience in federal income taxes within a public accounting firm or corporation.
- Experience mentoring and counseling staff-level team members.
Salary Information:
- California Salary Range: $98,600 - $186,600.
- Any offered salary is determined based on relevant factors such as applicant's skills, job responsibilities, prior relevant experience, certain degrees and certifications, and market considerations.
- Comprehensive, competitive benefits package available, with options designed to help make the best decisions for yourself, your family, and your lifestyle. Benefits include a variety of medical and dental plans, vision coverage, disability and life insurance, 401(k) plans, and a robust suite of personal well-being benefits to support mental health.
- Personal Time Off is provided per fiscal year, with a calendar of holidays to be observed and two firmwide breaks each year where employees will not be required to use Personal Time Off. Additional details about benefits can be found on the company's US Careers site under “Benefits & How We Work”.
