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

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.

• 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.