Incentives Tax Manager (R&D Focused)
About The Position
As an Incentives Tax Manager on our Professional Services team, you will lead R&D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&D Tax Credit documentation, and delivering high-quality, audit-ready technical support. In addition to your core Section 41 R&D focus, you’ll also support and/or lead complementary incentive engagements where client needs overlap—179D, 45L, IC-DISC, Section 174 capitalization/amortization, and cost segregation / fixed asset depreciation—helping clients maximize total tax benefit while keeping documentation consistent, defensible, and scalable.
Requirements
- Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus.
- 4+ years of hands-on R&D Tax Credit experience with client interaction and engagement management (audit experience is a plus).
- Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment.
- Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders.
- Demonstrated people leadership: training, supervising, and reviewing work for quality.
Nice To Haves
- practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets & depreciation.
Responsibilities
- Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams.
- Lead and participate in client interviews to identify qualifying activities and expenses.
- Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
- Collect, format, and analyze large datasets to build complex calculation models and support credit positions.
- Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness.
- Mentor, train, and supervise junior team members; ensure consistent quality and best practices.
- Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables).
- Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables.
- Assist clients with Section 174 capitalization/amortization modeling and documentation support.
- Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support).
Benefits
- Collaborative culture and career development opportunities
- Generous vacation policy and paid parental leave
- Comprehensive health plans (FSA/HSA options) and 401(k)
- Life and disability insurance + supplemental benefits (dependent care, pet insurance, will prep, EAP)
- A collaborative team culture with opportunities for career development.
- Ample opportunities to be recognized, build valuable skills, and grow your career.
- Generous vacation policy, including paid parental leave.
- Comprehensive health plans with FSA and HSA options.
- 401(k) retirement plan.
- Life and disability insurance coverage.
- Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
