Exactera is hiring a
R&D Tax Manager

Summary

Join Exactera as an R&D Tax Manager and utilize a bespoke technology platform to manage client portfolios, identify and quantify federal and state research tax credits, and supervise R&D Tax Credit projects.

Requirements

• 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

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)