R&D Project Manager

Engineered Advisory•West Palm Beach, FL

2d•Remote

About The Position

Work as part of multi-disciplinary team to conduct Research and Development (R&D) tax credit consulting services. Duties include leading Client interviews and discussions, assessing applicability of R&D tax credit, calculating R&D credit amount, preparing supporting documentation and reports, performing technical research at federal and state levels, and developing knowledge of R&D applications by industry. Position’s Intention: The R&D Project Manager coordinates the team assignments for efficient and timely handling of client projects by managing the workflow from beginning to end. Success Measurements: Client satisfaction, timely processing, efficient cost-effective teamwork, work performed in compliance with applicable laws.

Requirements

Must be highly organized and detail oriented
Must be able to manage time effectively
Must be a resourceful self-starter with ability to multitask
Must be a team player
Strong analytical, planning and problem-solving capabilities
Demonstrate initiative and ability to work independently with minimal supervision required
Interpersonal and soft skills that motivate trust, teamwork and transparency
Bachelor’s Degree in Accounting, Finance, Technology, Engineering, or related field; or Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience
Ability to write reports, business correspondence
Ability to effectively present information and respond to questions from managers, clients, customers, and the general public
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
Ability to interpret a variety of instructions furnished in written, oral, or schedule form
To perform this job successfully, an individual should have knowledge of Microsoft Office, especially Excel), PDF editing software

Nice To Haves

CPA or J.D. candidates preferred

Responsibilities

Conduct initial interviews with Client to understand operations and R&D applications of the company and to identify Qualifying Research Activities
Preparation of accurate credit calculations, including data gathering, development of calculation template, and preparation of the related tax forms, at the federal and state level for multiple clients simultaneously in accordance with deadlines as required
Conduct in-depth interviews with Client personnel to gain high-level understanding of qualifying activities and process of experimentation utilized by technical staff
Preparation of thorough and accurate final reports documenting the Client’s R&D tax credit, including description of the R&D study process conducted, supporting documentation of Qualifying Research Expenses, supporting documentation of Qualifying Research Activities, and other information demonstrating the R&D activities of the Client
Develop and sustain excellent client relationships to ensure timely reception of supporting data and perform regular status updates as the study progresses toward completion in accordance with project deadlines.
Manages the R&D supporting team members in team calls, client relations, project follow-ups and status updates, QC assignments, Project Assignments, and general production
Supports Director with frontend client vetting and technical support toward LOE generation; this can include fielding prospective calls, emails, and creating a benefit analysis.
Reviews current tax law to keep the department up to date on R&D matters along with managing templates, template update initiatives, and ongoing team training programs.