Job Project Manager Tax Credit - R&D

Corporate Tax Advisors Project Manager

Join Corporate Tax Advisors (CTA), where industry leadership and innovation converge. As a leading specialty tax firm, we empower businesses to maximize tax incentives and credits. Our expert team delivers cutting-edge solutions and exceptional service, driving significant tax savings and financial performance. With a commitment to excellence and deep expertise in tax incentives, CTA is a trusted ally for optimizing tax strategies.

CTA is seeking a knowledgeable, detail-oriented and experienced Project Manager to join their vibrant team of professionals to support their Research and Development (R&D) practice. In this role, you will have the opportunity to work with a diverse range of clients, providing expert advice and tailored tax solutions to help clients achieve their financial goals.

Responsibilities

• Minimum three years or more of solid work experience performing R&D Tax Credit Studies.
• Achieve client satisfaction through exceptional service and quality, and defendable work products.
• Develop and maintain positive working relationships with clients and co-workers.
• Maintain knowledge of federal and state tax credits, including Research & Development (R&D) credits.
• Manage client and co-worker expectations effectively.
• Assist and follow the direction of Tax Managers while indirectly managing internal partners / tax consultants in leading the completion of study analysis, calculations, and tax form preparation for client projects.
• Work with federal and state tax forms for the R&D credit.
• Review and analyze client financial data, contracts, and other relevant documents through extensive Excel spreadsheets.
• Review and sign off on tax consultants written technical narratives related to project findings and reviews.
• Lead the conducting and documentation of client R&D studies.
• Manage audit support documentation through an assigned audit engagement team.
• Complete assigned training and perform other duties as required.

Qualifications

Benefits

OMNI is honored to be retained in this search. We appreciate your referrals to professionals who may have an interest in this outstanding opportunity. Formal interest accepted through the OMNI Executive Career Portal.

OMNI Human Resource Solutions

Tiffany Fercho, Senior Consultant tfercho@omnihrm.com

OMNI and our clients are Equal Opportunity Employers.