Abipcpa
We are seeking an experienced R&D Tax Manager to join our Strategic Advisory Team, supporting middle-market clients across a variety of industries. This role technical R&D tax expertise with consultative advisory services, partnering closely with clients, internal tax teams, and leadership to deliver high-value credits, incentives, and planning solutions. The ideal candidate brings strong technical knowledge of the R&D credit, experience managing studies end-to-end, and the ability to communicate complex concepts clearly to non-technical stakeholders.
We would also be willing to consider someone at a supervisor level if the person has previously supervised and led others in a similar role.
Responsibilities
Lead and manage R&D tax credit studies from planning through documentation and filing support.
Evaluate client activities to identify qualifying research.
Conduct and oversee technical interviews with client engineering, product, and operations teams.
Review and analyze qualified research expenses (QREs), including wages, supplies, and contract research.
Collaborate with accounting teams to integrate R&D credits into broader tax strategies.
Prepare and review technical narratives, methodologies, and supporting documentation to withstand IRS and state scrutiny.
Advise clients on credit optimization, process improvements, and documentation best practices.
Support credits related to startups, payroll tax offsets, amended returns, and accounting method changes, as applicable.
Manage and mentor senior associates and associates, reviewing workpapers and deliverables.
Assist with business development, including proposal support, client presentations, and identification of cross-service opportunities.
Stay current on legislative, regulatory, and case law developments impacting R&D credits.
Qualifications
Bachelor’s degree in Accounting, Finance, Engineering, or related field (Master’s a plus).
CPA required (or JD with relevant tax experience).
6–10+ years of experience in R&D tax credits within public accounting or a consulting environment.
Strong working knowledge of ASC 730/ASC 740 considerations, and state R&D credits.
Experience serving middle-market clients across industries such as manufacturing, software, life sciences, or technology.
Proven ability to manage multiple engagements and deadlines simultaneously.
Excellent written and verbal communication skills, with a client-service mindset.
Comfortable working in a collaborative, advisory-driven environment.
Preferred Experience
Prior experience in a strategic advisory, credits & incentives, or specialty tax practice.
Exposure to IRS or state R&D credit examinations.
Experience with startups, PE-backed companies, or high-growth businesses.
Familiarity with cost accounting, engineering documentation, or technical project analysis.
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We would also be willing to consider someone at a supervisor level if the person has previously supervised and led others in a similar role.
Responsibilities
Lead and manage R&D tax credit studies from planning through documentation and filing support.
Evaluate client activities to identify qualifying research.
Conduct and oversee technical interviews with client engineering, product, and operations teams.
Review and analyze qualified research expenses (QREs), including wages, supplies, and contract research.
Collaborate with accounting teams to integrate R&D credits into broader tax strategies.
Prepare and review technical narratives, methodologies, and supporting documentation to withstand IRS and state scrutiny.
Advise clients on credit optimization, process improvements, and documentation best practices.
Support credits related to startups, payroll tax offsets, amended returns, and accounting method changes, as applicable.
Manage and mentor senior associates and associates, reviewing workpapers and deliverables.
Assist with business development, including proposal support, client presentations, and identification of cross-service opportunities.
Stay current on legislative, regulatory, and case law developments impacting R&D credits.
Qualifications
Bachelor’s degree in Accounting, Finance, Engineering, or related field (Master’s a plus).
CPA required (or JD with relevant tax experience).
6–10+ years of experience in R&D tax credits within public accounting or a consulting environment.
Strong working knowledge of ASC 730/ASC 740 considerations, and state R&D credits.
Experience serving middle-market clients across industries such as manufacturing, software, life sciences, or technology.
Proven ability to manage multiple engagements and deadlines simultaneously.
Excellent written and verbal communication skills, with a client-service mindset.
Comfortable working in a collaborative, advisory-driven environment.
Preferred Experience
Prior experience in a strategic advisory, credits & incentives, or specialty tax practice.
Exposure to IRS or state R&D credit examinations.
Experience with startups, PE-backed companies, or high-growth businesses.
Familiarity with cost accounting, engineering documentation, or technical project analysis.
#J-18808-Ljbffr