R&D Tax Credit Director — Lead Client Solutions

PKF O'Connor Davies; Woburn (MA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health plans

401(k) plan

Paid time off

Flexible spending accounts

Discretionary bonus

Job summary

PKF O’Connor Davies seeks an experienced R&D Tax Credit Director to lead federal and state credit studies, advise clients, and oversee end-to-end engagements. You will work closely with Partners and engagement teams to identify opportunities, document qualifications, and deliver high-quality tax credit solutions across diverse industries.

The role emphasizes technical tax research, client advisory, and business development within the Firm’s Tax Credits practice, with exposure to energy-related

Qualifications

• Bachelor’s degree in Accounting required.
• Master of Science in Taxation (MST) a plus.
• Active CPA license or Enrolled Agent (EA) designation required.
• 10+ years of progressive tax experience with significant experience specializing in R&D Tax Credits.

Responsibilities

• Lead and manage R&D Tax Credit studies for clients across industries.
• Advise clients on IRC Section 41 and related regulations.
• Scope engagements, plan resources, and manage project timelines.
• Review calculations, workpapers, and project narratives for accuracy.
• Develop client relationships and mentor engagement teams.

Skills

R&D Tax Credits

Technical tax research

Client relationships

Mentoring & coaching

Education

Bachelor’s degree in Accounting

Master of Science in Taxation

Tools

Microsoft Excel

Microsoft Word

Job description

PKF O’Connor Davies seeks an experienced R&D Tax Credit Director to lead federal and state credit studies, advise clients, and oversee end-to-end engagements. You will work closely with Partners and engagement teams to identify opportunities, document qualifications, and deliver high-quality tax credit solutions across diverse industries.

The role emphasizes technical tax research, client advisory, and business development within the Firm’s Tax Credits practice, with exposure to energy-related