General information

Name

Manager, Federal Specialty

Posting Title

Manager, R&D Tax

Ref #

2237868

Date Published

Tuesday, November 10, 2026

City

Houston

State

Texas

Country

United States

Job Category

Tax Specialty

Advertised Location

US-GA-Atlanta, US-IL-Chicago, US-NC-Charlotte, US-NC-Charlotte, US-NC-Greenville, US-SC-Charleston, US-TX-Dallas, US-TX-Houston, US-VA-Tysons

Working time

Full Time

Description & Requirements

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.

What You Will Do:

Manage R&D tax credit consulting services for a diverse portfolio of clients, including Fortune 500 corporations, middle-market companies, privately held businesses, and start-ups.
Oversee multi-disciplinary engagement teams, providing strategic direction and subject matter expertise to ensure high-quality outcomes.
Manage all phases of R&D credit engagements—from initial scoping and proposal development through execution, client communication, and final deliverables—while ensuring alignment with client objectives and timelines.
Interpret and apply complex R&D tax credit statutes, regulations, and case law to support defensible credit positions.
Direct the collection and analysis of technical and financial documentation to identify and substantiate qualified research activities.
Review and validate research credit calculations and ensure accuracy and compliance with applicable tax laws.
Oversee the preparation of comprehensive technical reports and supporting documentation to substantiate R&D tax credit claims.
Guide the development and review of detailed project narratives that align with IRS and state-specific requirements.
Supervise, mentor, and develop staff by delegating responsibilities aligned with their skill levels and providing timely feedback and coaching.
Conduct and lead client site visits and interviews to uncover qualifying R&D activities and enhance client relationships.
Contribute to practice growth by identifying new opportunities, supporting business development efforts, and aligning with the team’s strategic goals.

Minimum Qualifications:

Bachelor’s Degree in Accounting, Finance, Engineering, or a related field
4.5+ years of experience in public accounting or corporate tax
Experience with Research & Development (R&D) Tax Credit Projects
Current and valid CPA, EA, JD, or LLM credential
Proficient in Microsoft Office Suite

Preferred Qualifications:

Master’s Degree in Accounting, Taxation, or a related field

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About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we’re building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being—empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications. Know Your Rights

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

Manager, Federal Specialty

Key skills

About this role

General information

Description & Requirements

About Forvis Mazars, LLP