Federal Tax Project Manager

Federal Tax Senior Associate

Our Federal Tax Credits & Incentives Practices assists companies of all sizes, start-ups, small businesses and Fortune 500 companies, in various areas of Federal Tax Incentives including but not limited to Federal Level and State Level R&D Tax Incentives.

Position Responsibilities:

  • Work directly with the Director of the Federal Tax Credit & Incentives Practice team
  • Help manage the Federal Tax Credit & Incentives Practice Team as they gather and document a claim for both Federal & State Level R&D Tax Credits
  • Effectively manage staff and to ensure that engagements are completed in the most efficient manner achievable.
  • Effectively handle correspondence with IRS and State governments during examinations
  • Effectively communicate and build working relationships with clients by keeping them up-to-date with project progress, updates, and billing.
  • Identify opportunities for new and/or existing clients.
  • Train, coach, and supervise staff.

Knowledge, Skills & Abilities:

  • Bachelor’s Degree in Accounting. MBA or MST in Taxation preferred.
  • CPA, EA, or Attorney with a valid CAF number.
  • Expert in various areas of Tax in public accounting or consulting rendering R&D Tax Credit services across diverse industries.
  • Intermediate understanding of tax mechanics.
  • Familiarity with amending tax returns.
  • Strong tax technical skills; project management skills; and business development skills
  • Ability to develop and sustain client and prospecting relationships is required.