Tax Supervisor – Federal Credits and Incentives

Role Overview

• Perform tax consulting and advisory services related to Research and Development (R&D) tax credits
• Perform R&D tax credit studies, quantifying R&D activities and costs, compiling proper documentation and support, and developing an overall methodology to assist the company in quantifying and supporting past, current, and future credits
• Assist with IRS and federal and state controversy and appeals related to the R&D credit
• Interact with both internal tax professionals and external client stakeholders
• Perform tax planning and research, resolving complex tax issues, and giving recommendations to clients, as it relates specifically to the R&D credit
• Develop and sustain excellent client relationships through personal attention and timeliness of service by maintaining regular contact with assigned clients
• Communicate directly with client personnel, including operations, finance, accounting, and engineering
• Assist in managing and implementing multiple projects simultaneously, including client interviews, computations, analysis, data gathering, and coordination of resources
• Develop an understanding of client's business and become a "functional expert"
• Help drive the success of multiple R&D engagements
• Participate in feasibility reviews to determine the potential cost and benefit of a full study and recognize opportunities for providing additional services to clients
• Contribute as an industry expert by keeping abreast of changes in industry regulation, maintaining competency through continuing education and obtaining additional professional certifications
• Assist with drafting opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other technical memoranda

Requirements

• Bachelor’s degree in business‑related fields such as Accounting, Economics, or Finance or a Bachelor of Science that includes computer science, engineering, biology, chemistry, or physics from an accredited university
• Completion of all educational requirements for CPA licensure eligibility in the state of intended residence or completion of all requirements to sit for the Bar exam by the start date
• Minimum of four years of tax experience
• Strong computer skills, including proficiency in Microsoft Excel
• Proven capacity to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards
• Strong communication skills, including clear, professional, and effective interaction with firm personnel and clients in person, by telephone, and through electronic or written means
• Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously while meeting deadlines and maintaining accuracy and quality of work in a fast‑paced, client service environment
• Experience working effectively in a professional office environment and, as required by the role, at client sites, including sitting for extended periods of time and working at a computer and other standard office equipment
• Capacity to maintain a consistent onsite presence during core business hours, including regular reporting to a firm office location and travel to client sites as required, with access to reliable transportation
• Ability to work extended and/or non‑standard hours during peak periods or as necessary to meet client, project, or firm business needs

Benefits

• Competitive benefits and compensation package
• Flexibility in schedule
• Empowerment to balance life’s demands