Manager or Senior Manager, R&D Tax Credits (NYM AMCS)

KPMG LLP; New York (NY); On-site; USD 150,000 - 220,000; Full time

Job summary

KPMG LLP in New York seeks a Tax Manager or Senior Manager to join our Accounting Methods and Credit Services practice, focusing on R&D tax credits, project management, and client delivery.

This role requires deep expertise in R&D credits, strong communication, and the ability to manage multiple engagements, billing, and technical memos for IRS inquiries.

Qualifications

• Minimum five years of recent experience conducting and managing R&D tax credit consulting projects in a large accounting firm, corporation, or law firm.
• Bachelor’s degree from an accredited college/university.
• Licensed CPA, JD/LLM or completion of an advanced degree or professional certification/designation including: MBA, MCM, PhD, PHE, ME or other approved credentials; within one year of hire to obtain at least one designation.
• Solid verbal and written communications skills with proficiency in Word, Excel and internet research.
• Experience managing multiple client engagements and client service teams.
• Technical knowledge of research and development deduction and credit Internal Revenue Code sections (including 174 & 41) and related regulations.

Responsibilities

• Conduct research and development tax credit consulting and project management.
• Manage R&D tax credit studies and related activities.
• Develop and sustain excellent client relationships during delivery of R&D tax credit services.
• Provide R&D tax credit quality assurance, engagement reviewer and exam support.
• Perform engagement management activities including billing analysis, invoicing, and engagement setup.
• Draft opinion letters, responses to IRS inquiries, IRS ruling requests and writing other technical memoranda.

Skills

R&D tax credit

Project management

Client relationships

Engagement billing

Communication skills

Education

Bachelor's degree

CPA or equivalent

Tools

Microsoft Word

Excel

Access

Job description

KPMG is currently seeking a Tax Manager or Senior Manager to join our Accounting Methods and Credit Services practice.

Responsibilities:

• Conduct research and development (R&D) tax credit consulting and project management
• Manage R&D tax credit studies and related activities
• Develop and sustain excellent client relationships during delivery of R&D tax credit services
• Provide R&D tax credit quality assurance, engagement reviewer and exam support
• Perform engagement management activities including billing analysis, invoicing, and engagement setup
• Draft opinion letters, responses to IRS inquiries, IRS ruling requests and writing other technical memoranda

Additional Responsibilities for Senior Manager:

• Engage in an active role in new business development, including add-on business
• Assist other R&D Project Managers with the delivery of engagements as needed, including research and writing regarding technical issues

Qualifications:

• Minimum five years of recent experience conducting and managing R&D tax credit consulting projects in a large accounting firm, corporation, or law firm
• Bachelor’s degree from an accredited college/university
• Licensed CPA, JD/LLM or completion of an advanced degree or professional certification/designation including: MBA (Masters of Business Administration), MCM (Masters of Construction Management), PHDE (PhD of Economics), PHE (Doctor of Engineering), ME (Masters of Engineering), MSRE (Masters of Science-Real Estate), AIA (Member, Amer Inst of Architects), Enrolled Agent, LEED (Leadership, Energy & Environmental Design) Certification, PE (Professional Engineer), or SIX SGMA (Six Sigma) Certification, in addition to others on KPMG’s approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list
• Solid verbal and written communications skills with the ability to evaluate and articulate complex information; proficient in the use of Microsoft Word, Excel and Access and use of the internet
• Experience managing multiple client engagements and client service teams
• Technical skills and experience with research and development deduction and credit Internal Revenue Code sections (including, but not limited to, sections 174 & 41), corresponding regulations and relevant judicial and administrative authority

Additional Qualifications for Senior Manager:

• Minimum eight years of experience in federal income taxes within a public accounting firm or corporation
• Experience mentoring and counseling staff level team members