FORVIS, LLP-posted about 2 months ago
$101,500 - $185,000/Yr
Full-time • Mid Level
Chicago, IL
5,001-10,000 employees
Professional, Scientific, and Technical Services

The Federal Tax Specialty brings a forward-thinking approach to strategic tax advisory, offering tailored solutions that go far beyond compliance. With deep expertise in federal tax law, they deliver value-driven planning, proactive risk management, and innovative strategies aligned with each client's objectives. Their multidisciplinary approach empowers businesses to optimize tax positions, manage costs effectively, and capitalize on growth opportunities.

  • Manage R&D tax credit studies for a diverse client portfolio-including Fortune 500, middle-market, owner-managed, and start-up companies-across industries such as Manufacturing, Life Sciences, Technology, Financial Services, Architecture & Engineering, Retail, Defense, and Government Contracting.
  • Lead all phases of R&D credit engagements in collaboration with Partners, Managing Directors, and Senior Managers-including project scoping, engagement letter preparation, information gathering, client communications, staffing, execution, quality review, and final deliverables.
  • Supervise and review work performed by staff, ensuring alignment with their experience and development goals.
  • Conduct and oversee research on R&D tax credit statutes, regulations, and case law to support defensible credit positions.
  • Lead technical discussions with client subject matter experts, analyze financial and technical data, and review supporting documentation to identify qualified research activities.
  • Develop and review detailed technical memoranda and project activity descriptions to substantiate R&D credit claims.
  • Support IRS and state audit defense efforts in coordination with senior leadership, including preparation of responses and supporting documentation.
  • Review and finalize technical reports, quantitative analyses, and client deliverables to ensure accuracy and compliance.
  • Build and maintain strong client relationships through direct interaction with C-suite executives, tax and finance leaders, and business owners.
  • Deliver exceptional client service by anticipating needs, resolving issues proactively, and exceeding expectations.
  • Mentor, coach, and train staff on technical concepts and engagement execution, fostering professional growth and team development.
  • Contribute to practice growth by supporting business development initiatives and aligning with the team's strategic goals.
  • Bachelor's Degree in Accounting, Finance, Engineering, or a related field
  • 7+ years of experience in public accounting or corporate tax
  • Demonstrated proficiency in R&D Tax Credit Consulting
  • Current and valid CPA, EA, JD, or LLM credential
  • Proficient in Microsoft Office Suite
  • Master's Degree in Accounting, Taxation, or a related field
  • group health plan benefits
  • 401(K)
  • bonuses
  • profit-sharing contributions
  • flexible time off
  • parental leave
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