Forvis Mazars-posted 8 months ago
Full-time • Mid Level
Houston, TX
Professional, Scientific, and Technical Services

Forvis Mazars is seeking client service professionals with at least four years of experience to manage research tax credit studies for a diverse and growing national client base. This is an exciting opportunity for a professional that is experienced in serving clients on research and development tax credit engagements. With a passion for driving value and tax savings for clients, you can make an immediate contribution to Forvis Mazars' national research tax credit practice by working directly with a multi-disciplinary team of research credit experts, business stakeholders, and executive-level management.

  • Managing research and development of tax credit studies for a variety of entities and clients including Fortune 500, middle-market, owner-managed, and start-up businesses
  • Coordinating with Partner / Managing Director, Senior Manager, and staff on all phases of an R D credit engagement including initial scoping, engagement letter, information requests, timely and proactive client communications, staffing, project execution, quality assurance review, report, and deliverable preparation and client delivery meetings.
  • Delegating work and reviewing work performed by staff in accordance with their experience and capabilities
  • Researching R D credit statute, regulations, and case law
  • Assisting in the analysis of client data, leading technical client subject matter expert discussions regarding projects and activities, and reviewing client documentation
  • Developing and reviewing descriptions of qualified project activities and technical memorandums to support R D credit positions
  • Coordinating with the Partner / Managing Director and Senior Manager to assist with IRS and state examination support of R D credits
  • Preparing/reviewing technical reports and analysis, and engagement deliverables
  • Helping in developing, building, and managing client relationships through direct interaction with C-suite, tax and finance stakeholders, and business owners
  • Providing timely and outstanding client service exceeding client expectations
  • Actively coaching, mentoring, developing, and training staff from a technical perspective as well as all facets of client engagement execution
  • Bachelor's degree in Accounting, Finance, or related field or Juris Doctorate
  • 4 years or more of experience in public accounting (preferably within tax)
  • Proven knowledge of R D tax incentives experience
  • Experience managing multiple client engagements
  • Proficiency with Microsoft suite of products
  • At least one of the following accreditations: Licensed CPA in the state of practice/primary office, Licensed attorney, Enrolled Agent
  • Excellent verbal and communication skills, and demonstrated ability to interact effectively with clients, partners and senior managers, staff, and other stakeholders as required
  • Willingness to 'own' client engagements and demonstrates a strong desire to deliver high quality, responsive client service and adhere to stringent client deadlines
  • Strong project management and organizational skills
  • Dedication to timely and outstanding client service exceeding client expectations
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