Tax Accountant – R&D Credit Project Manager

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November 24

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Crete Professionals Alliance

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Crete Professionals Alliance (Crete PA) is a collaborative network of accounting and professional services firms.

51 - 200 employees

📋 Description

• Lead and manage multiple R&D tax credit engagements concurrently from start to finish. • Coordinate project timelines and client communications. • Ensure timely delivery of claims with full documentation and audit support. • Conduct interviews with client technical and finance teams to identify qualified research activities and expenditures. • Understand IRS guidelines under IRC §41 to evaluate qualification criteria. • Collaborate with client CPAs on integration into tax returns. • Draft technical write-ups supporting why identified projects qualify for the R&D credit. • Prepare supporting documentation and calculations of qualified research expenses (QREs). • Ensure all deliverables meet IRS documentation standards and withstand audit scrutiny. • Serve as the primary point of contact for clients throughout the engagement. • Educate clients on the R&D tax credit process and eligibility requirements. • Provide guidance during IRS or state-level audits, if applicable. • Stay up to date on IRS guidance, legislative changes and industry best practices. • Contribute to process improvements and knowledge sharing within the team.

🎯 Requirements

• 3+ years of experience leading and conducting federal and state R&D tax credit studies. • Solid knowledge of IRC §41 and state-level R&D credit programs. • Strong technical writing skills. • Proven ability to manage multiple projects and deadlines in a remote setting. • Excellent communication and client-facing skills. • Proficiency in Excel and cloud-based project tools.

🏖️ Benefits

• Health insurance • Work-life balance initiatives • Paid time off • Professional development opportunities