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.
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.
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
Location
Palm Beach Gardens, FL
Job Type
Full-time
Salary
$125,000–$175,000 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.
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.
Demonstrated experience managing multiple client engagements, budgets, deadlines, and engagement teams simultaneously.
Demonstrated ability to exercise independent judgment, identify potential risks, and make sound technical recommendations on complex client matters.
Business development experience, including identifying opportunities, expanding existing client
About Company
Top 100 CPA firm
Skills
Certified Public Accountant (CPA)unmatched
Consultingunmatched
Customer Support/Serviceunmatched
Quantitative Analysisunmatched
Research & Development (R&D)unmatched
State Taxunmatched
Tax Accountingunmatched
Tax Creditsunmatched
Technical Researchunmatched
Technical Writingunmatched
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