Incentives Tax Manager

Role Overview

As an Incentives Tax Manager on our Professional Services team, you will lead R&D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&D Tax Credit documentation, and delivering high-quality, audit-ready technical support.

In addition to your core Section 41 R&D focus, you’ll also support and/or lead complementary incentive engagements where client needs overlap—179D, 45L, IC-DISC, Section 174 capitalization/amortization, and cost segregation / fixed asset depreciation—helping clients maximize total tax benefit while keeping documentation consistent, defensible, and scalable.

Day-to-Day Responsibilities (Primary Emphasis: R&D)

• Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams.
• Lead and participate in client interviews to identify qualifying activities and expenses.
• Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
• Collect, format, and analyze large datasets to build complex calculation models and support credit positions.
• Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness.
• Mentor, train, and supervise junior team members; ensure consistent quality and best practices.

Additional Incentives / Depreciation Responsibilities

• Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables).
• Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables.
• Assist clients with Section 174 capitalization/amortization modeling and documentation support.
• Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support).

What You Need to Succeed

• Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus
• 4+ years of hands-on R&D Tax Credit experience with client interaction and engagement management (audit experience is a plus)
• Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment
• Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders
• Demonstrated people leadership: training, supervising, and reviewing work for quality
• Bonus: practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets & depreciation