Manager - R&D Tax Credit

Align Tax Consulting is a premier tax consulting firm dedicated to providing customized tax strategies that drive real value for businesses. We work in close partnership with CPA firms, real estate professionals, real estate funds, and developers to optimize tax savings through advanced strategies, including cost segregation studies, utility sales tax exemptions, R&D tax credits, and 179D energy efficiency deductions. With deep expertise in dynamic and complex tax regulations, our team enables businesses to confidently adapt to changes and secure every possible benefit.

Our company is quickly growing, and we are seeking a qualified R&D Tax Credit Manager to join our tight-knit team. We are looking for a highly motivated individual to lead projects for the R&D tax credit, participate in sales and marketing efforts, creating/changing practice processes and development & training of consultants. 

Creating compliant and thorough R&D Tax Credit studies using a combination of engineering and tax legislation to optimize tax savings is at the core of our work. The ideal candidate will have a background with previous experience in the R&D tax credit and proven leadership capabilities. This candidate must be willing to travel up to 30% of the time throughout continental United States.

A career at Align Tax Consulting gives individuals the opportunity to grow professionally and personally in a team environment.

Benefits include:

• Generous paid time off
• 401k matching and wellness benefits.
• Collaborative and relaxed working environment that supports both work-life balance and hard work.
• Team building and social outings, community outreach, and philanthropy activities.
• Competitive salary commensurate with experience

What you will need:

• A Bachelor’s degree with a focus in accounting, business, construction management, or engineering.
• 1-2+ years of experience in R&D tax credits. 
• Strong project management, organizational, and time management skills.
• Strong analytical skills with attention to detail and accuracy.
• Strong verbal and written communication skills.
• Experienced in Microsoft Excel.
• A valid United States driver’s license.
• Ability to travel independently or as part of a team to client locations throughout the USA.

Responsibilities:

• Advise clients for their tax affairs in relation to the R&D tax credit.
• Lead R&D tax credit projects in a timely manner & within budget. 
• Assisting leadership with complex business problems from strategy planning to execution.
• Report & calculation preparation that is compliant for the R&D tax credit. 
• Review of report & calculation prepared by consultants to ensure compliance. 
• Assist leadership with sales & marketing efforts including proposal preparation, client calls, and tax research when needed. 
• Assign & manage project tasks to consultants under your supervision.
• Develop & train consultants in the R&D tax credit practice. 
• Ensure all projects & client tasks are completed at or above expected level of service.
• Develop and execute project work plans.
• Lead technical interviews with client personnel such as scientists and engineers.
• Develop appropriate quantitative and qualitative documentation to support project results.
• Develop and maintain outstanding client relationships. 
• Prepare written technical conclusions for each project’s findings.
• Conduct site visits at client locations to document and consult regarding the nature and use of research and development resources.

Next Steps:

If you're ready to make a meaningful impact and grow with Align Tax Consulting, we encourage you to apply! Please submit your resume and a cover letter detailing your experience and interest in the position. Our team will review applications and contact qualified candidates to discuss next steps in the hiring process. Thank you for considering a career with us, and we look forward to potentially welcoming you to our team!