R&D Manager at CTI III LLC

Folsom, California, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Jan, 26

Salary

0.0

Posted On

18 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Project Management, Technical Training, Quality Control, Budget Development, Customer Service, Analytical Skills, Problem Solving, Communication Skills, Organizational Skills, Microsoft Office, Team Collaboration, Adaptability, Confidentiality, Time Management

Industry

Financial Services

Description

Description WHO WE ARE: At Corporate Tax Incentives (CTI), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients. As a R&D Manager at CTI, you will join a team that leverages the Company’s proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries. Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the organization. WE TAKE CARE OF OUR PEOPLE: Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan. 4 weeks paid vacation. 8 paid holidays and week between 12/25-1/1 off with pay. 12 weeks paid maternity and disability leave / 2 weeks paid paternity leave. Our supportive team will work with you to develop and support your career goals. Be part of a knowledgeable, growing, high-achieving and fun team. CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs. Requirements WHAT YOU WILL DO The R&D Manager is responsible for building quality relationships with clients and team members, leading more complex studies, assisting with the oversight of team and department initiatives, conducting technical trainings, and running a full caseload of studies. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES: Work closely with the R&D Senior Manager in managing overall team performance. Manage complex, high-level client interviews, both virtually and in-person. Prepare and draft narratives, calculate all types of R&D studies, and review client deliverables. Responsible for project metrics including cost efficiency and billing management. Administer quality control reviews on all phases of the projects with direction from the R&D Senior Manager. Lead internal trainings for both new associates and department-wide initiatives. Develop project budgets and complete projects within budget. Identify resources needed and assign tasks within the team. Actively solicit referral and references from clients. Work with the Accounting Department to generate and send invoices to clients. Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons. WHAT YOU WILL NEED: Ability to work both independently and collaboratively within a team. Proven ability to thrive in a fast-paced, entrepreneurial environment, working effectively with minimal supervision, whether onsite, in a hybrid setting or fully remote. Excellent written and verbal communication skills. Highly organized and detail oriented with the ability to prioritize, plan, and organize activities. Proficient in Microsoft Outlook, Word, Excel, and PowerPoint. Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency. Strong problem solving and troubleshooting skills. Strong analytical skills and reasoning abilities. Flexible and adaptable, willing to evolve and meet changing organizational needs. Capable of handling sensitive data with confidentiality and discretion. Ability to recognize when an incident needs to be escalated. This role has access to sensitive information and is expected to adhere to all CTI, ISO 27001 and SOC2 policies. A willingness to learn and adapt to CTI’s study process, quality control requirements, and management expectations. EDUCATION AND EXPERIENCE: Bachelor’s degree in Finance, Accounting, or Business preferred, but not required. 4-5+ years’ R&D project management experience. We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page!

Responsibilities

The R&D Manager is responsible for building quality relationships with clients and team members, leading complex studies, and conducting technical trainings. They will also manage project metrics and ensure quality control throughout all phases of the projects.