Manager, R&E Tax Credits

Ryan•Houston, TX

19d•Hybrid

About The Position

The Manager assists the Director in directing a team of senior consultants and consultants in helping clients identify and claim R&E [commonly known as Research and Development (R&D)] tax credits and then assists the R&E Director and/or Sr. Manager in defending those credits when necessary in the context of an audit by the Internal Revenue Service (IRS) and/or state tax authorities. The Manager will diagnose, develop, and implement solutions for client tax needs. The Manager will also direct tax research, formulate tax plans, train new staff employees, senior consultants and consultants, and perform tax reviews.

Requirements

Bachelor’s or Master’s degree in Accounting and/or Finance, and/or Engineering or Science, and/or Juris Doctorate required with a minimum of four to six years of R&E tax credit industry experience.
Must be, or achieve, Enrolled Agent status on date of hire/promotion or within 6 weeks of ascendancy to position.
Must have excellent organization and time management skills, strong communication skills, and willingness to learn and be a team player.
Expert level knowledge of Microsoft® Word, Access, Excel, PowerPoint, and Outlook, as well as Internet navigation and legal/technical tax code research tools.
Valid driver’s license required.

Responsibilities

Leads consulting team members in developing project workplans and scheduling associated project deliverables.
Leads consulting team members in gathering, formatting, and analyzing large volumes of accounting cost data; and creating large complex calculation databases using Microsoft® Excel and/or Microsoft® Access.
Works with Federal Income Tax colleagues, as well as with International Tax colleagues, to assist on other tax matters where needed.
Prepares and conducts client presentations.
Oversee and perform interviews of client engineering and technical personnel, and drafts or reviews detailed project interview reports.
Responds to client inquiries and requests from tax authorities.
Travels to client locations to gather information.
Assists clients in the preparation and filing of original and amended federal and state income and franchise tax returns.
Assists in the management of federal and state R&D Tax Credit projects.
Reviews documentation and researches issues.
Works with raw data to complete calculations.
Prepares and reviews R&D tax credit calculations and R&D deliverables.
Performs other duties as assigned.