R&D Project Manager

Engineered Tax Services Inc. is a firm specializing in financial services, and they are seeking an R&D Project Manager to lead tax credit consulting services. The role involves managing client projects, conducting interviews, preparing documentation, and ensuring compliance with R&D tax credit regulations.

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

Requirements:

• 5+ years of work experience
• 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
• 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
• Knowledge of Microsoft Office, especially Excel, PDF editing software
• CPA or J.D. candidates preferred