Tax Manager – Tax Credits, R&D

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November 26

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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 engagements related to federal and state tax credits with a strong focus on R&D tax credits and credits modified under the Big, Beautiful Bill. • Conduct detailed tax credit studies, review documentation, and ensure accurate credit calculations. • Analyze client operations and expenditures to identify eligible tax credit opportunities, even going back several years to find eligible tax credits not claimed. • Stay current on legislative developments affecting tax credits and proactively advise clients. • Conduct and manage accounting method reviews and assessments, including revenue recognition, expense recognition, fixed asset capitalization, and inventory-related methods. • Assist with and lead cost segregation studies and tax depreciation analyses to maximize tax savings. • Prepare, review, and support the filing of Form 3115 – Application for Change in Accounting Method. • Provide quality assurance, engagement review, and exam (IRS) support on accounting method and cost recovery issues. • Research complex technical issues, evaluate case law, review Internal Revenue Code sections and regulations, and prepare written reports and recommendations. • Serve as a trusted advisor to clients, communicating complex tax matters clearly and effectively. • Provide strategic tax planning recommendations to optimize credits, deductions, and accounting methods. • Assist clients through audits, examinations, and regulatory reviews. • Manage multiple engagements simultaneously while delivering superior client service. • Identify opportunities to expand existing client relationships and drive new business, especially related to R&D Tax Credits. • Contribute to proposals, presentations, thought leadership, and marketing initiatives. • Network within the firm and externally to build relationships and support practice growth. • Develop and cross-sell additional service lines such as cost segregation, accounting methods, and consulting engagements. • Supervise, coach, and mentor staff involved in tax credit and accounting method engagements. • Review staff work for accuracy, completeness, and compliance with firm and regulatory standards. • Ensure deliverables meet deadlines and engagement budgets.

🎯 Requirements

• Bachelor’s Degree in Accounting, Finance, or related field. • At least 2 years of experience at the Manager level, specifically in tax credits and/or accounting methods. • Experience working within a public accounting firm is mandatory. • Certified Public Accountant (CPA) designation. • Hands-on experience with CCH Tax and Accounting Software. • Prior experience performing technical tax research, analyzing case law, and interpreting the Internal Revenue Code and Treasury Regulations. • Demonstrated ability to manage multiple client engagements and lead client service teams. • Proficiency with Microsoft Word, Excel, PowerPoint, and PDF tools. • Strong written and verbal communication skills. • Ability to travel and work at client locations as needed.

🏖️ Benefits

• Competitive salary + performance bonuses • Comprehensive health, dental & vision coverage • 401(k) with generous company match • Unlimited Paid Time Off • Paid holidays • Ongoing professional development & support for certifications • Flexible work arrangements • Clear partnership track for top performers