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R&D Tax Credit Director (cpa firm) – Hybrid

CPA firm
  • Hauppauge, NY
  • $145,000–$195,000 Per Year
  • Full-time
  • Employee
  • Quick Apply
1 day ago

Job Description

CPA firm seeking an R&D Tax Credit Director to join the Firm’s Tax Credits practice, with primary responsibility of leading and delivering Research & Development (R&D) Tax Credit consulting services to clients across a broad range of industries. The Director will work closely with Partners, clients, and engagement teams to identify, evaluate, document, and substantiate federal and state research tax credit opportunities.

This individual will serve as a technical resource and trusted advisor on matters related to the federal R&D Tax Credit under Internal Revenue Code Section 41, as well as applicable state research credits. The Director will oversee R&D Tax Credit studies from initial scoping through completion, including technical interviews, quantitative analyses, documentation, technical research, and preparation of supporting deliverables.

The Director will also play an important role in developing client relationships, mentoring and developing team members, identifying opportunities to expand client services, and supporting the continued growth of the Firm’s Tax Credits practice. The position may also provide exposure to energy-related tax credits and other federal and state tax credit opportunities.

Job Responsibilities

  • Lead and manage R&D Tax Credit studies for clients across a variety of industries, ensuring engagements are completed accurately, efficiently, and in accordance with applicable federal and state tax requirements.
  • Advise clients on the application of Internal Revenue Code Section 41 and related Treasury Regulations, administrative guidance, and relevant case law.
  • Evaluate client activities to identify potential qualifying research activities and expenditures eligible for federal and state R&D Tax Credits.
  • Scope prospective R&D Tax Credit engagements, assess potential benefits, establish project plans, and determine appropriate engagement resources.
  • Review technical and supporting documentation and oversee the preparation of project narratives demonstrating how client activities satisfy applicable Section 41 requirements.
  • Lead quantitative analyses used to identify and calculate qualified research expenses, including wages, supplies, and contract research expenditures.
  • Review R&D Tax Credit calculations, supporting workpapers, technical memoranda, project narratives, and other engagement deliverables for technical accuracy and completeness.
  • Perform and oversee technical tax research involving federal and state R&D Tax Credit matters and communicate conclusions clearly to clients and engagement teams.
  • Advise clients on documentation and substantiation practices designed to support R&D Tax Credit positions.
  • Assist clients with R&D Tax Credit matters arising during federal and state tax examinations, including information document requests and other inquiries from taxing authorities.
  • Manage multiple client engagements simultaneously, including project scope, staffing, budgets, timelines, deliverables, and client expectations.

Numbers & Facts

LocationHauppauge, NY
Job TypeFull-time, Employee
Salary$145,000–$195,000 Per Year

Qualifications

  • Must be able to work in the office a minimum of 3 days per week. 
  • Bachelor’s degree in Accounting required.
  • Master of Science in Taxation (MST) a plus.
  • Active CPA license or Enrolled Agent (EA) designation required.
  • 10+ years of progressive tax experience with significant experience specializing in R&D Tax Credits within a public accounting, consulting, or professional services environment.
  • Demonstrated technical knowledge of Internal Revenue Code Section 41, Treasury Regulations, and federal and state requirements governing research tax credits.
  • Proven experience leading complex R&D Tax Credit studies from initial scoping and data collection through technical analysis, calculation, documentation, and final delivery.
  • Experience evaluating qualified research activities and qualified research expenses across multiple industries.
  • Strong understanding of the four-part test for qualified research and the ability to apply technical requirements to a client's facts and circumstances.
  • Experience conducting technical interviews with engineers, software developers, scientists, and other technical professionals to identify and document qualifying research activities.
  • Working knowledge of software development, engineering, manufacturing, product development, or similar technical processes strongly preferred.
  • Demonstrated ability to review and develop technically sound R&D project narratives, calculations, workpapers, and supporting documentation.
  • Experience with IRS and/or state examinations involving R&D Tax Credits, including responding to information requests and supporting the substantiation of credit positions, preferred.
  • Experience with state R&D Tax Credits and familiarity with differences between federal and state credit requirements preferred.
  • Exposure to energy tax credits and other federal or state business tax incentives is a plus.
  • Strong tax research skills with the ability to analyze complex technical issues and translate findings into practical recommendations for clients.
  • Demonstrated experience managing multiple client engagements, budgets, deadlines, and engagement teams simultaneously.
  • Strong client service and relationship-management skills with the ability to communicate complex technical tax concepts clearly to both technical and non-technical audiences.
  • Demonstrated ability to exercise independent judgment, identify potential risks, and make sound technical recommendations on complex client matters.
  • Proven experience supervising, mentoring, and developing tax professionals at various levels.
  • Business development experience, including identifying opportunities, expanding existing client relationships, participating in proposals, and supporting new client pursuits, preferred.
  • Excellent interpersonal, presentation, verbal, and written communication skills.
  • Strong analytical, organizational, project-management, and problem-solving capabilities.
  • Proficiency in Microsoft Excel, Word, and other relevant tax and data-analysis applications.
  • Ability to work effectively and collaboratively with Partners, professionals across multiple service lines, clients, and external advisors.
  • Ability to manage competing priorities and meet challenging client deadlines in a fast-paced professional services environment.
  • Flexibility to work additional hours as necessary to meet client and engagement deliverables.

About Company

Top 100 CPA firm 

Skills

  • Research & Development Tax Credits
  • CPA
  • Public Accounting

Skills

  • Certified Public Accountant (CPA)unmatched
  • Consultingunmatched
  • Customer Support/Serviceunmatched
  • Federal Taxunmatched
  • Mentoringunmatched
  • Quantitative Analysisunmatched
  • Research & Development (R&D)unmatched
  • Sales Managementunmatched
  • State Taxunmatched
  • Tax Accountingunmatched
  • Tax Creditsunmatched
  • Technical Researchunmatched
  • Technical Writingunmatched

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