Corporate Tax Manager - Methods, Credits & Incentives R&D
POSITION: Corporate Tax Manager - Methods, Credits & Incentives R&DLOCATION: Boston, MA; New York, NY; Edison, NJ; Melville, NYWORK TYPE: HybridSALARY: $121,000 - $181,400/yrTYPE: PermanentCATEGORY: Accounting / FinancePOSITION OVERVIEW:A leading Accounting/Finance organization is seeking a Corporate Tax Manager to join their Methods, Credits & Incentives (MCI) Research & Development Tax Credit practice. In this role, you will provide sophisticated, practical tax advice on R&D tax credit matters while managing complex engagements with leading client organizations. You will work collaboratively with MCI leadership, supervise R&D tax credit projects, conduct detailed research, perform fieldwork, and contribute to business development initiatives. From day one, you will have the authority and responsibility to ensure R&D projects meet firm standards, are completed on schedule and within budget, while building and supporting a high-performing team.KEY RESPONSIBILITIES:• Conduct client site visits, facility tours, and fact investigations to analyze R&D tax credit eligibility and substantiation• Prepare detailed cost allocation schedules, cost summaries, and tax computations• Develop comprehensive written reports summarizing findings and tax positions• Manage multiple concurrent projects while meeting project timelines and budgets• Support business development activities including client identification, proposal development, and pursuit activities• Supervise and mentor team members on R&D tax credit engagements• Perform additional duties as assignedREQUIRED QUALIFICATIONS:• Bachelor's degree in a related field (Accounting, Finance, Economics, Engineering, etc.)• Active CPA license or JD with active attorney's license (required)• 6-10 years of progressive experience in R&D tax credits (or equivalent experience in Fixed Asset accounting or Tax Accounting Methods)• Minimum 4 years of professional experience in Accounting or Tax in public accounting or consulting• Demonstrated project management experience• Strong understanding of federal and selected state R&D tax credit rules and relevant case law• Intermediate-to-advanced knowledge of tax return mechanics• Proven experience with amended tax return preparation and filing• Ability to manage time effectively, juggle multiple engagements, and meet strict deadlines• Excellent verbal and written communication skills• Willingness and ability to travel to client sites and work additional hours as project needs requirePREFERRED QUALIFICATIONS:• Master's or Ph.D. in Economics, Statistics, Public Policy, Mathematics, Business, Finance, Financial Engineering, Management Science and Engineering, Financial Mathematics, Industrial Engineering, or Operations Research• Experience serving clients across diverse industries including Technology, Life Sciences, Manufacturing, Real Estate, Construction, Not-for-Profit, or HospitalityADDITIONAL INFORMATION:• Position offers regional relocation flexibility• Work authorization sponsorship available• Note: Enrolled Agent (EA) certification alone is not acceptable; CPA or JD required---SCREENING QUESTIONS:1. Can you walk us through your specific experience with R&D tax credit projects? How many engagements have you led or managed, and what was the scope of those projects in terms of company size and industry?2. Describe a time when you had to manage multiple concurrent tax engagements with competing deadlines. How did you prioritize your work and ensure quality deliverables were met on time?3. What is your experience with amended tax return preparation and filing, particularly in the context of R&D tax credit substantiation or corrections?4. Can you provide an example of a complex R&D tax credit issue or court case that directly impacted your approach to a client engagement or tax position?5. Tell us about your experience conducting client site visits and facility tours for R&D tax credit analysis. What types of companies and industries have you worked with, and what were your key findings or challenges?6. How have you supported business development efforts in your previous tax or consulting roles? Provide a specific example of how you contributed to client acquisition or proposal development.7. What experience do you have mentoring or supervising junior staff in a public accounting or consulting environment, and how do you ensure quality control on the work they produce?
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