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.

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

• 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.