R&D Tax Manager

Exactera has offices in New York City, Tarrytown NY, St. Petersburg FL, London, and Argentina.

Compensation: $100,000-$120,000 per year

Role Overview

As an R&D Tax Manager for the Professional Services team, utilizing a bespoke technology platform specifically designed to meet R&D Tax Credit documentation needs, you will manage a client portfolio for whom you will work on identifying and quantifying federal and state research tax credits. Reporting directly to the R&D Tax Credit Practice Leader, you will supervise R&D Tax Credit projects, research tax issues, interview clients, and document eligible tax credit criteria.

This is a unique opportunity for a tech savvy individual that has a positive, can-do attitude and a quick learner with the ability to understand tax concepts. The ideal candidate should have 4-5 years of experience of interacting directly with R&D clients, managing client assignments and audit or tax teams at an accounting, tax, or management consulting firm. Experienced candidates should demonstrate comprehensive technical skills, building relationships both internally and externally across different levels of management, developing project plans, managing workflows, and comprehending complex written and verbal materials as well as managing and developing junior staff members.

Day to Day Responsibilities

• Report to the Practice Leader of R&D Tax Credits, you will work with a team of professionals to help our clients with the preparation of their tax incentive claims

• Manage and participate in the preparation and completion of client R&D tax credit incentive claims

• Proactively communicate regarding status of tasks, relevant technical issues discovered, expected due dates, and general project management both internally and externally

• Gather, format, and analyze large volumes of financial data to create large complex calculation databases

• Mentor and train junior staff team members by sharing best practices and R&D tax knowledge through training, coaching, and supervising their work products

• Assist with drafting opinion letters, responses to IRS inquiries, IRS ruling requests, and other technical memoranda

• Participate in research of thought leadership materials and credit-related continuing education

• Provide solutions to help clients maximize R&D credits while substantiating R&D claims

• Responsible for preparing and/or reviewing quantitative and qualitative work products

• Support sales team members in prospect calls/demos (where necessary)

What You Will Need to Succeed

• Bachelor's Degree in Accounting, Economics, Finance, or the hard sciences. CPA/JD is a plus

• 4+ years of experience in R&D Tax Credits

• Ability to prioritize and drive progress on multiple projects at once, comfortable juggling projects in various stages of completion;

• Self-motivated and able to work in a deadline-driven, fast paced environment;

• Strong analytical, research, project management and organizational skills; Strong interpersonal skills, able to work collaboratively in a team environment as well as independently to achieve results;

• Ability to manage client accounts and regularly conduct client meetings, capable of setting client expectations;

• Attention to detail

• Capable of overseeing a team and providing training, feedback and supervision to junior staff

• Excellent communication skills, both written and verbal

• Knowledge in multiple industries such as Software, Technology, Manufacturing, Engineering, Life Science, etc.

• Proficient in Microsoft Excel and Word

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What We Offer:

Great team culture, career development, great compensation package and benefits, and an unparalleled experience as part of one of the most advanced teams in the world. With a company culture that provides ample opportunities to be recognized, build valuable skills, and grow your career.

About Us:

Exactera, a pre-IPO SaaS company, is the global leader in technology driven tax solutions. Founded in 2016, we stand at the intersection of human and machine intelligence. We have offices in New York, Florida, London and remote employees across the United States and Argentina. Through our AI and cloud-based technologies, we deliver superior solutions to our corporate tax customers. As a result, Savant Venture Fund and Insight Partners have invested over $100 million in funding to support our growth.

We are committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for our people regardless of their background or circumstances.