Incentives Tax Manager (R&D Focused) at Exactera

Tarrytown, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

10 May, 26

Salary

120000.0

Posted On

10 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

R&D Tax Credit Engagements, Section 41 Focus, 179D Deduction Studies, 45L Credit Engagements, IC-DISC Support, Section 174 Capitalization, Cost Segregation, Fixed Asset Depreciation, Data Analysis, Technical Memoranda Drafting, Audit Readiness, Client Interviews, Project Execution Management, Team Mentoring, CPA or JD (Plus), Engagement Management

Industry

Software Development

Description

Exactera has offices in New York City, Tarrytown NY, London, and Argentina. Compensation: Base, $100k - $120k + Bonus & Incentives Position: As an Incentives Tax Manager on our Professional Services team, you will lead R&D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&D Tax Credit documentation, and delivering high-quality, audit-ready technical support. In addition to your core Section 41 R&D focus, you’ll also support and/or lead complementary incentive engagements where client needs overlap—179D, 45L, IC-DISC, Section 174 capitalization/amortization, and cost segregation / fixed asset depreciation—helping clients maximize total tax benefit while keeping documentation consistent, defensible, and scalable. Responsibilities: Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams.• Lead and participate in client interviews to identify qualifying activities and expenses. Own project execution: status updates, timelines, technical issue-spotting, and deliverable management. Collect, format, and analyze large datasets to build complex calculation models and support credit positions. Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness. Mentor, train, and supervise junior team members; ensure consistent quality and best practices. Additional Incentives / Depreciation Responsibilities: Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables). Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables. Assist clients with Section 174 capitalization/amortization modeling and documentation support. Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support). What You Need to Succeed Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus. 4+ years of hands-on R&D Tax Credit experience with client interaction and engagement management (audit experience is a plus). Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment. Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders. Demonstrated people leadership: training, supervising, and reviewing work for quality. Bonus: practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets & depreciation. What We Offer (US-based positions) Collaborative culture and career development opportunities Generous vacation policy and paid parental leave Comprehensive health plans (FSA/HSA options) and 401(k) Life and disability insurance + supplemental benefits (dependent care, pet insurance, will prep, EAP) About Exactera Exactera is an AI-first tax technology company transforming how businesses manage corporate tax compliance, delivering solutions across transfer pricing, tax provision (ASC 740), and R&D tax credits—combining cutting-edge AI with deep tax expertise to help finance teams work smarter and mitigate risk. What We Offer: (The following only applies to US-based positions) A collaborative team culture with opportunities for career development. Ample opportunities to be recognized, build valuable skills, and grow your career. Generous vacation policy, including paid parental leave. Comprehensive health plans with FSA and HSA options. 401(k) retirement plan. Life and disability insurance coverage. Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program. About Us: At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.

Responsibilities

The manager will lead R&D tax credit engagements end-to-end, overseeing client portfolios, leveraging technology, and delivering audit-ready technical support across core Section 41 and complementary incentives like 179D and 45L. Responsibilities include managing federal/state claims, leading client interviews, owning project execution, analyzing data for calculations, drafting technical documents, and mentoring junior staff.